Pasig City, Philippines

Financial Fund Trainer

Full-time / part-time
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.


Must have:

  • Bachelor’s degree in accountancy or related field
  • 2+ years relevant experience in training delivery
  • Intermediate Microsoft Office skills Understand and use best practices on Investran (accounting platform)

Nice to have:

  • Financial Services experience or knowledge of the private equity industry is desirable but not essential
  • Brokerage or settlements experience
  • Part Qualified Accountant or Qualified Accountant (desirable but not required)
  • FINRA licensed – series 6 (funds) or series 7 (brokerage)

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.

Apply now

To apply, please enter your details into the below form. If you experience any issues with this form, please click here to apply via our provider SmartRecruiters directly.

Allowed document formats are PDF, Word, RTF, JPG or PNG. Maximum file size 2MB.
Do you have the right to work in the location of the vacancy?

If you haven't uploaded a CV, please detail your experience and education.