technical Coordinator, investment complianceNorthern Trust
Workplace: MetroManila, Manila
Salary: Agreement
Work form: Full time
Posting Date: 05/01/2026
Deadline: 08/12/2022
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role:
Works with various investment compliance systems and manages the data elements required for various deliverables. Reviews client documentation and client schematics for completeness. Completes guideline review and sets up guidelines on compliance systems. Conducts systems testing to ensure desired output and updates data elements on a daily and monthly basis. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).
The key responsibilities of the role include:
Works with various investment compliance systems and manages the data elements required for various deliverables.
Reviews client documentation and client schematics for completeness
Completes guideline review and sets up guidelines on compliance systems
Conducts systems testing to ensure guidelines are set up properly
Maintains data elements from various external sources on a daily and monthly basis.
Updates compliance models due to product enhancements, parameter limit adjustments or when new investment managers are added.
Maintains all regular daily, weekly and monthly systems update requirements.
May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).
Skills/Qualifications:
The successful candidate will benefit from having:
Minimum 3 to 5 years of related trust or investment industry experience.
Familiarity with various investment styles, asset classes, strategies for achieving performance goals, benchmarks and investment related terminology.
Familiarity with investment manager guidelines and language used in documentation.
Solid working knowledge of Excel and investment systems are required to analyze data and generate client reports.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .
We hope you're excited about the role and the opportunity to work with us.
We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Additional Information
Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role:
Works with various investment compliance systems and manages the data elements required for various deliverables. Reviews client documentation and client schematics for completeness. Completes guideline review and sets up guidelines on compliance systems. Conducts systems testing to ensure desired output and updates data elements on a daily and monthly basis. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).
The key responsibilities of the role include:
Works with various investment compliance systems and manages the data elements required for various deliverables.
Reviews client documentation and client schematics for completeness
Completes guideline review and sets up guidelines on compliance systems
Conducts systems testing to ensure guidelines are set up properly
Maintains data elements from various external sources on a daily and monthly basis.
Updates compliance models due to product enhancements, parameter limit adjustments or when new investment managers are added.
Maintains all regular daily, weekly and monthly systems update requirements.
May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).
Skills/Qualifications:
The successful candidate will benefit from having:
Minimum 3 to 5 years of related trust or investment industry experience.
Familiarity with various investment styles, asset classes, strategies for achieving performance goals, benchmarks and investment related terminology.
Familiarity with investment manager guidelines and language used in documentation.
Solid working knowledge of Excel and investment systems are required to analyze data and generate client reports.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .
We hope you're excited about the role and the opportunity to work with us.
We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Additional Information
Northern Trust
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Manila City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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