Investment Analyst - Operations (US Wealth Management, Office-based) at Connectly

Mandaluyong, Metro Manila, Philippines

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

At least 4+ years of experience in a similar role
Expertise in investment principles, asset allocation, and portfolio management
Background in banking and/or financial services industry
Proficiency in Microsoft Office, especially Excel and PowerPoint
Familiarity with Excel VBA for automation and streamlining (nice to have)
CFA certification (nice to have)

Responsibilities

Draft and update client investment presentations, encompassing performance reports and market analysis
Maintain and update forecasting models for private investment portfolios
Manage the Private Investment Database, ensuring accurate cash flow reconciliation and asset value tracking
Perform diagnostic analysis and create rebalancing plans on client portfolios. Execute Monte Carlo simulations for risk assessment
Ensure compliance with regulatory requirements, including AML/KYC
Coordinate with custodians for accurate cost basis reconciliation
Manage private investment subscriptions and account openings

Skills

Excel

PowerPoint

Excel VBA

Portfolio Management

Asset Allocation

Financial Modeling

Monte Carlo Simulations

AML

KYC

Investment Compliance

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$33.7MTotal Funding

SERIES_BCompany Stage

Consumer Software, AI & Machine Learning, Consumer GoodsIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.

Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.

Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.

The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.

Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.

The platform's AI-driven personalization boosts conversion rates and customer satisfaction.

Connectly.ai's multilingual support enhances global customer engagement and market reach.

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