Pasig City, Philippines

Financial Technical Trainer

Full-time / part-time
Mid-Senior Level
Human Resources
Ortigas Center
Pasig City

Job description

The IQ-EQ training team are passionate about supporting our people in their continuous development of the ‘Know How (IQ) and Know You (EQ)’ of our clients.

As a member of the training team you will provide high quality service and support to the Manila business.  All training deliverables must be of the highest quality and support the continuous development of the ‘Know How and Know You’ ethos of our business. 

Tasks (what does the role do on a day-to-day basis)

  • Contribute to strategic and operational development of the Firm by delivering the Technical Training Strategy to the business;
  • Partner with business to understand, document and address technical training needs of business area;
  • Design of specialist training based upon the operational requirements of the business;
  • Delivery of technical training to the business to a standard of excellence;
  • Manage reporting to ensure business and management are aware of programme evaluations and return on investment;
  • Maintain attendance and assessment records to continuously evaluate trainee performance and provide recommendations for improvement
  • Update and maintain training materials as needed;
  • Coordinate trainings and workshops (including set up training material);
  • Recommend training solutions to support the continuous improvement of client service levels and or efficiencies, including improvement, or automation.


Education / professional qualifications:

Part Qualified Accountant or Qualified Accountant (desirable but not required)

FINRA licensed – series 6 (funds) or series 7 (brokerage)

Background experience:

2+ years relevant experience

Prior experience in training delivery

Computer/program knowledge

Intermediate Microsoft Office skills Understand and use best practice on Investran (accounting platform)

Company, product and market knowledge

Financial Services experience or knowledge of the private equity industry is desirable but not essential

Brokerage or settlements experience

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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