Bulge Bracket Investment Banks

Posted 10 days ago

No clicks

**Trade and Working Capital Analyst - Metro Manila, Philippines** Own case resolution from end-to-end, ensuring accurate and timely servicing of trade and working capital solutions. Handle client queries across various stages including issuance, amendments, settlements, and funding-cycle questions. Collaborate effectively with internal teams and partners, maintain detailed records using established procedures and controls. Essential requirements include a bachelor's degree, client-service mindset, strong communication skills, and attention to detail. Coordinate multiple tasks, manage work queues, and learn new products in a structured training environment. Preferred candidates have experience in banking, finance, or related fields, and basic knowledge of trade finance concepts.

Compensation: Not specified
City: Manila
Country: Not specified

Full Job Description

Location: Metro Manila, National Capital Region, Philippines

Bring your curiosity and customer-first mindset to a team that solves real client problems every day. Youll learn how trade and working capital servicing works end-to-end while building communication, case management, and risk awareness skills. If you enjoy structured learning, teamwork, and delivering high-quality service, this role is a strong place to start and grow your career.

Job summary

As a Trade and working capital client service analyst in the Trade and working capital client service team, you will help clients resolve inquiries by owning cases end-to-end, coordinating with partners, and communicating clearly through to resolution. Youll follow defined procedures and controls, document actions taken, and escalate higher-risk or complex items when needed. Youll also build foundational knowledge of trade and working capital solutions through training and coaching.

Job responsibilities

Respond to client inquiries using established procedures and service standards

Own assigned cases from receipt through resolution, including timely client updates

Investigate routine service requests by gathering facts, reviewing records, and identifying next steps

Escalate complex, time-sensitive, or higher-risk matters to appropriate senior team members

Coordinate with internal partners to complete required actions accurately and on time

Support servicing activities across trade and working capital solutions throughout the transaction lifecycle

Assist with operational events such as issuance, amendments, document handling, settlements, onboarding, and funding-cycle questions

Maintain complete and accurate case records, including correspondence, supporting documents, actions taken, and resolution details

Manage an assigned work queue using agreed prioritization and coverage expectations

Follow information-handling requirements, operational controls, and escalation procedures, including referring unusual requests to the appropriate control team

Required qualifications, capabilities and skills

Bachelors degree or equivalent practical experience

Strong written and verbal communication skills

Demonstrated client-service mindset and professionalism in client interactions

Attention to detail and ability to maintain accurate records and documentation

Ability to follow defined procedures, controls, and escalation requirements

Basic analytical and problem-solving skills to gather facts and identify issues

Ability to organize work, manage multiple tasks, and meet deadlines

Ability to collaborate effectively with teammates and internal partners

Comfort learning new products, systems, and processes in a structured training environment

Working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint

Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

Preferred qualifications, capabilities and skills

Coursework or internship experience in banking, trade finance, supply chain finance, finance, accounting, economics, or a related field

Exposure to case management, workflow coordination, payments servicing, or financial services operations

Basic knowledge of letters of credit, guarantees, documentary collections, or open account trade concepts

Ability to communicate confidently in a fast-paced, deadline-driven environment

Interest in using data and digital tools to improve service quality and efficiency, with appropriate human review

Experience documenting processes, identifying recurring issues, or contributing to process improvement

Experience working with stakeholders across time zones or supporting regional clients

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

Resolve trade and working capital queries and requests for corporate clients with accurate, timely, and caring workflow support.

Full Job Description