capital markets hedge fund private equity

Unicapital, Inc. is a duly licensed, full-service investment house that aims to provide the widest array of efficient finance and investment banking-related product lines. With the support of its two subsidiaries, Unicapital Finance and Investments, Inc. and Unicapital Securities, Inc., it aims to be the leading independent financial services provider by 2015.

The company has a broad range of investment banking services to cater to its clients' needs. Institutions of all sizes from different industries can take advantage of Unicapital's expertise in managing equity capitals.

Unicapital Finance and Investments, Inc. is a duly registered finance company that provides credit to emerging small and medium sized corporations. It also provides salary loans and personal loans to retail clients.

Unicapital Securities, Inc. is a leading full service securities brokerage registered with the Philippines Securities and Exchange Commission and a member of the Philippine Stock Exchange. It was established for the primary purpose of selling and dealing of Philippine equity securities. The company is an active member of the Philippine Association of Securities Brokers and Dealers.

Unicapital Group

<ul>
	<li>Solicits clients to open equities trading accounts with USI;</li>
	<li>Build on existing and develop new relationships with USI clients, providing advice on equity market developments and key issues that may affect their trading strategies.</li>
	<li>Coordinates the proper filling up of Customer Account Information Forms and submits the necessary accompanying documents;</li>
	<li>Receives, executes, and confirms all client orders and instructions;</li>
	<li>Fills up necessary order slip as a requirement in receiving orders;</li>
	<li>Coordinates with settlements, accounting, research any client requests or instructions, and vice-versa’</li>
	<li>Attends to client's concerns and complaints;</li>
	<li>Updates clients with their positions and follows up to operations their monthly ledgers;</li>
	<li>Gives research materials to clients;</li>
	<li>Maintains good relations and networks with other brokers;</li>
	<li>Attends stockholders’ meetings, company briefings, sales and marketing events and presents to clients, if necessary, regarding the importance of investing in the stock market.</li>
	<li>Other tasks that may be assigned from to time that will support organizational goals and objectives.</li>
</ul>

Equity Sales Trader

LeapFroggr Inc. is a technology company that operates SeriousMD & NowServing. Together, SeriousMD & NowServing is a healthcare platform, whose sole mission is to "improve healthcare through technology."

Our company culture revolves around excellence, family and community, cooperation and sharing.

LeapFroggr Inc.

NowServing is a fast-growing healthcare platform that connects patients with healthcare providers across the Philippines. Our mission is to make quality healthcare more accessible to everyone. With thousands of active healthcare providers and growing rapidly, we're looking for a Growth Marketer to drive our consumer acquisition and engagement strategies.

The Role 
We're seeking a data-driven Growth Marketer who will own our consumer growth initiatives. You'll work directly with the founding team to scale our patient base and improve engagement across all consumer touchpoints.

What You'll Do 
- Design and execute consumer acquisition campaigns across multiple channels 
- Own our paid marketing strategy and budget optimization 
- Develop and test compelling messaging that resonates with Filipino consumers 
- Create and optimize the consumer journey from first touch to active usage 
- Analyze performance data to identify growth opportunities 
- Work with our content team to create high-impact marketing materials 
- Build and execute retention and referral programs 
- Optimize app store presence and conversion

What We're Looking For 
- 2+ years experience in consumer/growth marketing roles 
- Strong track record in paid social advertising (especially Facebook/Instagram) 
- Experience with mobile app marketing and user acquisition 
- Data-driven approach with experience in analytics and A/B testing 
- Excellent project management and execution skills 
- Strong communication skills in both English and Filipino 
- Experience with marketing automation tools 
- Background in consumer products/services (healthcare experience not required)

Ideal Qualities 
- You love analyzing data to uncover insights 
- You're creative in finding new growth opportunities 
- You have a deep understanding of Filipino consumer behavior 
- You're comfortable working in a fast-paced startup environment 
- You're results-oriented and take ownership of your work 
- You're passionate about making healthcare more accessible

Growth Marketer

The Ateneo de Manila University (Ateneo) is one of the leading universities in the Philippines. More than 150 years in existence, the Ateneo has grown into a major Jesuit institution. Officially it became a university in 1959. It offers over 100 academic degree programmes. 

Ateneo offers Basic Education (Grade School, Junior and Senior High School). In addition, the Loyola Schools (college) is made up of four schools (Social Sciences; Humanities; Science and Engineering; and Management) that offer graduate and undergraduate degrees, with a total enrolment of about 10,000 students per year. The Ateneo has 4 professional schools located in 3 campuses in Quezon City, Makati City and Pasig City (Business; Government; Law; and Medicine and Public Health), with about 4,000 professional postgraduate students. 

It has an array of research centres, 11 of which are recognized as Centres of Excellence by the Philippine Commission on Higher Education. In addition to a European Studies Programme, it has a Centre for Asian Studies that fosters comparative research on East and Southeast Asia. 

The Ateneo has 207 partnerships with universities around the world (82 in Europe, 87 in Asia, 11 in Australia and New Zealand, and 27 in North and South America) and is a member of the ASEAN Universities Network and 3 other international university networks. The Ateneo’s Rizal Library is the most advanced in the Philippines with over 307,000 titles in its collection and online access to most major academic journals.

Ateneo de Manila University

Summary of Work Activities and Responsibilities:

Under the supervision of the Assistant Director, UDPO, the Compliance Officer for Privacy II is responsible for compliance management, incident management, complaints resolution in support of the operations of the Office. The position also performs research and capacity building, and office management support.

Main Duties and Responsibilities: 
 
I. Compliance Management

Registers the University’s data processing systems with the National Privacy Commission (NPC), and notifies the agency of any automated decision-making system of the University

Monitors the data protection concerns of other offices in the University, as assigned by the Assistant Director

Coordinates with various stakeholders (e.g. NPC, other data protection authorities, regulators, etc.) during compliance checks, data protection-related cases, investigations, and other similar activities

Coordinates with both internal and external stakeholders when carrying out data protection-related work

Assists in organizing and preparing preparatory and consultative meeting with stakeholders

Prepares materials, reserves venues, and orders food for meetings headed/organized by the Office

Coordinates arrangements for guests of the Office (e.g. parking slots, entry, egress, etc.)

II. Incident Management and Complaints Resolution

Prepares Security Incident Response Team Assessment Reports and submits to the Assistant Director for review and approval

Coordinates with University offices/units when addressing security incidents or data protection-related complaints

Gathers information and materials on data privacy, data protection, and other related topics when resolving issues/concerns encountered by the University that involve data privacy

Drafts responses for the resolution of common data protection-related issues and inquiries

Reviews and drafts data sharing agreements, subcontracting or outsourcing agreements, and other similar contracts relating to data protection

Monitors the data protection concerns of other offices/units of the University and provides advice as needed

III. Research and Capacity Building

Coordinates with various stakeholders in the resolution of policy questions and other legal issues relative to data protection

Analyzes news and reports on issues and provides advice on their anticipated impact/s on the data protection framework of the University

Serves as a resource speaker on topics involving data protection in trainings, workshops, and similar activities

Prepares information, education, and communication materials on data protection

Monitors the news for key data protection issues that may affect or impact the University

Collects, analyzes, drafts, and reviews internal and external policies relating data privacy and submits to the Assistant Director for review

IV. Office Management Support

Attends meetings, conferences, hearings, consultations, and other similar work- related events on behalf of the Office

Prepares minutes of the meeting, progress reports, post-activity reports, and other documentation materials for events or activities involving the Office

Takes photos and audio recordings of events or activities where the Office is involved

Prepares office-related materials such as memoranda, templates, activity designs, concept notes, studies, and slide presentations and submits to the Assistant Director for review

V. Performs other work- related tasks as may be required by the Immediate 
Supervisor and authorized representative.

Compliance Officer for Privacy

GOLDMÜNZEN, INC. is a Philippine-registered trading company established to serve the raw material and technical requirements of the local coatings, adhesives, construction, printing ink, food, plastics and specialty industries.

OUR VISION
Be a major player in the chemical raw material industry and an equivalent force in selling products that help and protect the environment. 

OUR MISSION
To provide raw materials and solutions to the chemical industries in which we are present, while making sure the same materials and solutions are used with the safety of the environment in mind. 

We provide our suppliers with the needed market information and other tools to help them understand the local situation and how best to optimize given opportunities with respect to product offerings. 

We also provide our customers with the best technical and logistics services available for them to effectively use the products at any given time.

We are an ISO 9001:2008 (Quality Management System) and ISO 14001:2004 (Environment Management System) - certified company which shows our commitment in meeting international quality standards.

GOLDMÜNZEN, INC.

This position is involved in exploring and cultivating new markets for selected Goldmunzen products that cater primarily to the needs of local food manufacturers. As part of the Food Division, the position will work closely with the rest of the team in crafting and implementing plans to achieve their goals through the following:

1. Have a thorough understanding and working knowledge of the general and technical information of the products and principals of Goldmunzen.

2. Promote awareness of the product to targeted customers thru regular visits and other means.

3. Be updated with the product, technical and market trends that could possibly impact the nature of the business.

4. Competently answer customer inquiries by providing relevant information regarding Goldmunzen's products.

5. Ensure smooth coordination between the Goldmunzen office and the customers regarding the latter’s current needs and emerging requirements.

6. Manage the current customer base and actively seek new prospects.

7. Assist in the conduct and analysis of results of the annual customer satisfaction survey.

8. Contribute in the Marketing Team’s drafting of regular sales target and ensure that these are met.

9. Regularly submit performance reports to the Market Development Officer.

Sales and Marketing Knowledge

Brand Management

Business Development

Communication Skills

Account Management

Customer Research

Closing Sales

Assistant Market Development Officer for Food Chemicals

Under the supervision of the Investment Director, the Investment Head monitors the current investment portfolios of the University, ensuring its adherence to the investment policies and financial risk management guidelines, and executing short-term investments. The position also serves as the liaison between the University and the external investment partners.

Main Duties and Responsibilities:

Management of Investment Portfolios

<ul>
	<li>Provides regular performance reports about investment matters needed for decision-making.
	<ul style="list-style-type: circle;">
		<li>Tracks, records, analyzes and reports the performance of the investment portfolios.</li>
		<li>Computes and analyzes the performance of the benchmarks and the individual portfolios’ returns generated by the portfolio managers.</li>
		<li>Identifies potential risk areas and provides recommendations on how to address current and emerging concerns.</li>
		<li>Provides recommendations to balance the liquidity requirements of the University and the attainment of investment goals.</li>
	</ul>
	</li>
	<li>Maintains data on benchmark performance and fund performance, ensuring that information is available to provide an accurate and up-to-date picture of the University’s investment status.
	<ul style="list-style-type: circle;">
		<li>Monitors the domestic and foreign portfolio managers’ adherence to portfolio guidelines and investment instructions, observance of asset allocation limits and allowed ranges, and compliance with the benchmarks of portfolios with discretionary mandates, such as Ateneo Consolidated Fund (i.e., ADMU and the other Ateneo schools), ADMU Retirement Fund, ADMU Fiduciary accounts; Ateneo Scholarship Foundation, Inc., and Jesuit Philippine Province portfolios (Isabela Cultural Corp.); and brokerage (directional) mandates, such as Ateneo Consolidated Fund, ADMU Retirement Fund, Ateneo Scholarship Foundation, Inc., and Jesuit Philippine Province.</li>
		<li>Monitors the credit and investment exposures of the portfolios to stay within approved limits.</li>
		<li>Monitors the investment performance of the various portfolios, whether discretionary mandate or brokerage (directional) mandate, vs. portfolio benchmarks.</li>
	</ul>
	</li>
	<li>Prepares the written instructions, for the signature of the authorized signatories, regarding the implementation of investment strategies.</li>
	<li>Recommends participating in new issues of discretionary asset classes and allocates the amount of participation among the various accounts.</li>
	<li>Prepares and/or reviews the Powerpoint presentation material on investment performance presented to the relevant committees of the Ateneo Consolidated Fund, ADMU Retirement Fund, ADMU Fiduciary accounts, Ateneo Scholarship Foundation, Inc., and Jesuit Philippine Province.</li>
	<li>Prepares financial models regarding the University’s future plans and projects, under the direction of the VP for Finance / Treasurer.</li>
	<li>Attends to the account update documentation of the investment accounts.</li>
	<li>Serves as the point person between the University and the portfolio managers in arranging and scheduling the regular portfolio review meetings.</li>
</ul>

Investment Opportunites

<ul>
	<li>Sources and evaluates investment opportunities, including those referred/proposed to the University by the portfolio managers, and makes the necessary recommendations.</li>
	<li>Prepares recommendations to establish credit or investment limits for new issuers, or increase the credit or investment limits of existing issuers.</li>
</ul>

Performs other duties that may be assigned by the immediate supervisor/s or by the Vice President for Finance and Treasurer

Investment Head

Greenfield Marketers One is a subsidiary of Greenfield Development Corporation that exclusively handles all real estate properties such as Residential Subdivisions, Condominium Units, Commercial &amp; Industrial. 

One of the country’s most diversified real estate companies, Greenfield Development Corporation is rapidly expanding through aggressive development in the areas of industrial, commercial, residential, recreational and infrastructure projects. 

With its 50-year history of stability, reliability and relentless pursuit for excellence, Greenfield Development Corporation, through the numerous peaks and troughs of the property business cycle, has stood firmly on solid ground. Anchored by vast landholdings, financial strength, strategic alliances and supported by world-renowned consultants and a dedicated team of professional managers and associates, Greenfield has provided the foundation for some of the Philippines’ most innovative projects: Ayala Greenfield Estates, Greenfield City Sta. Rosa, Pavilion (formerly Edsa Central), Greenfield District Mandaluyong, EDSA Metro Rail Transit3, Edsa Central Station, Paseo de Sta. Rosa, Greenfield AutoPark, Sta. Rosa Country Market, Lexington Garden Village, Hillsborough, Manila Southwoods and San Antonio Heights.  

As Greenfield continues to grow and develop its land-holdings, its commitment remains: to leave the land nurtured by its principals as a legacy for future generations. Greenfield recognizes itself as stewards of these tracts of land and is committed to turning these precious resources into vibrant, living communities that will be "ours for generations".

Greenfield Marketers One

About Us

Greenfield Marketers One is a rapidly expanding subsidiary of Greenfield Development Corporation, a key player in the real estate development market in the Philippines for the past 50 years. Since inception, we have been growing our teams in both Mandaluyong and Santa Rosa, Laguna.

What truly sets us apart is our unwavering commitment to our team. We don't just work together; we celebrate every success, support through challenges, and empower them to find profound professional fulfillment.

As a Real Estate Salesperson, your role involves...

<ul>
	<li>marketing, promoting, and selling the projects in Greenfield District and Greenfield City</li>
	<li>identifying and qualifying potential leads</li>
	<li>building and maintaining strong client relationships</li>
	<li>conducting site visits and client presentations</li>
	<li>negotiating and closing deals</li>
	<li>providing customer service throughout the sales process</li>
</ul>

Real Estate Salesperson

As Property Consultant, you are expected to attain…

<ul>
	<li>Sales Revenue &amp; Pipeline Management: Achieving and exceeding sales targets by generating revenue through closing deals and meeting customer’s needs.</li>
	<li>Customer Acquisition and Retention: Identifying and acquiring new customers while retaining existing ones through effective relationship management and customer service.</li>
	<li>Product Knowledge: Developing a deep understanding of the products or services offered in order to effectively demonstrate and explain their features and benefits to potential customers.</li>
	<li>Learning &amp; Development: Continuously improving sales skills and techniques by staying updated on industry trends, attending sales training programs and adopting successful sales strategies to increase conversion rates.</li>
</ul>

 

Why work with us?

We believe in taking good care of our teams and helping them reach their financial and career goals. This is how:

<ul>
	<li>Earn: Enjoy an allowance between PHP 15,000 - 17,500.00 and a commission of 2.8%, ensuring your hard work is rewarded.</li>
	<li>Knowledge empowerment: Thrive with our hands-on training experience conducted by our HR and Sales Training Team (with over 20+ years of experience in the industry) for you to kickstart your career in sales and great networking and mentorship opportunities.</li>
	<li>Career progression: Our sales staff have been able to grow their income and increase responsibilities and position within the team. For example, we have had fresh graduates start as property consultants and after 7 years, they are now managing a team of 30+. Their allowance has more than quadrupled during their time with us.</li>
	<li>Community and a tight knit team: Embrace a supportive network of like-minded professionals by joining our company events designed to foster collaboration and growth. Some of our previous events include golf tournaments, evening weekend markets and team beach trips!</li>
	<li>Seamless tripping: We provide hassle-free access to service vehicles for transportation, ensuring you focus on sealing deals with ease. For example, a client in Mandaluyong wants to view a property in Santa Rosa, we can shuttle you there and back!</li>
	<li>Prime location: Conveniently located near MRT Shaw Blvd Station.</li>
</ul>

 

Job Type: Full-time

Pay: Up to Php17,500.00 per month

Benefits:

<ul>
	<li>Company events</li>
	<li>Flexible schedule</li>
	<li>Opportunities for promotion</li>
	<li>Paid training</li>
	<li>Transportation service provided</li>
</ul>

Schedule:

<ul>
	<li>8 hour shift</li>
</ul>

Supplemental Pay:

<ul>
	<li>Commission pay</li>
	<li>Performance bonus</li>
</ul>

Ability to commute/relocate:

<ul>
	<li>Mandaluyong City: Reliably commute or planning to relocate before starting work (Required)</li>
</ul>

Property Consultant

COL is the country's most trusted wealth-building partner, helping over 500,000 Filipinos invest in stocks and mutual funds.

For over 25 years now, COL has been committed to empower Filipinos to build their wealth and achieve financial independence, by providing them the tools and guidance they need to make smarter investing decisions.

COL Financial Group, Inc.

<ul>
	<li>Manage and maintain both electronic and physical files in an organized and secure manner</li>
	<li>Record daily administrative tasks and ensure proper filing and documentation, whether in physical or electronic format</li>
	<li>Regularly update inventory records of available supplies and materials and submit requests for replenishment as needed</li>
	<li>Prepare and distribute newsletters using online marketing platforms, ensuring timely delivery and content accuracy</li>
	<li>Update and maintain files and reports, including Fund Snapshots and related documents, ensuring consistency and accuracy</li>
	<li>Regularly update content on Fund Source's website, including key documents such as Fund Fact Sheets and Fund Snapshots, to ensure information is current</li>
	<li>Perform additional administrative and related tasks as assigned to support overall team operations</li>
</ul>

Administrative Assistant

Skyeline Summit Life Insurance Agency is a leading affiliate of Alexandrite 2 District, the biggest and most successful district of Pru Life UK - the leading insurance company in the Philippines.

We commit to promote protection and a brilliant future to Filipino families. We also uphold and improve the quality of service delivered by our strong and knowledgeable Advisers. 

Led by MDRT leaders, Skyeline Summit LIA is determined to grow while it maintains excellence within our team.

Our newest Financial Advisers enjoy perks and receive the most advanced trainings exclusive to Skyelians. 

A lucrative career path awaits you! 

Skyeline Summit LIA - a General Agency under Pru Life UK

The pandemic has been an eye opener for a lot of Filipinos. We realized how important to get the basics of building a financial portfolio is. Do we have enough buffer funds that would shield us against life's uncertainties? Do we have part of our funds in investments that would hedge against inflation so we can live on interest when we are suddenly forced to "retire" again next time?

If you want the opportunity to help your family and friends set up a complete savings and investments program, have the freedom to manage your time wisely, and a chance to expand your network and make new friends..

If you have the passion for communication, leadership, financial literacy and helping others.. Then join us in our advocacy to spread financial literacy to as many Filipinos as we can reach.

Insurance Sales Representative

The pandemic has been an eye opener for a lot of Filipinos. We realized how important to get the basics of building a financial portfolio is. Do we have enough buffer funds that would shield us against life's uncertainties? Do we have part of our funds in investments that would hedge against inflation so we can live on interest when we are suddenly forced to "retire" again next time? 
 
If you want the opportunity to help your family and friends set up a complete savings and investments program, have the freedom to manage your time wisely, and a chance to expand your network and make new friends.. 
 
If you have the passion for communication, leadership, financial literacy and helping others.. Then join us in our advocacy to spread financial literacy to as many Filipinos as we can reach.

Organizing and Planning

Relationship Management

Presentation Skills

Persuasion and Negotiation

Needs Analysis

Rapport Building

Selling

Financial Advisor

As Assistant Sales Manager, you are expected to attain…

<ol>
	<li>Sales Performance Management: Assisting in setting sales targets and ensuring the sales team achieves or exceeds them. Monitoring and evaluating the performance of individual team members, providing feedback and coaching to improve performance.</li>
	<li>Sales team collaboration and coordination: Collaborating with the sales team to ensure effective coordination communication and teamwork. Assisting in the allocation of leads, territory assignments and account management strategies to maximize sales opportunities</li>
	<li>Sales training and development: Assisting in identifying training needs within the sales team and coordinating or delivering training programs to enhance sales skills, product knowledge and sales techniques. Supporting the onboarding of new sales team members and facilitating continuous learning.</li>
	<li>Reporting and Communication: Assisting in generating sales reports and presentations to provide regular updates on sales performance, achievements, challenges and opportunities. Effectively communicating sales strategies, targets and objectives to the sales team and other stakeholders.</li>
</ol>

Assistant Sales Manager

As Broker Coordinator, you are expected to...

<ol>
	<li>Lead Generation: Generate leads and maintain a high-quality database of potential clients and brokers. This involves researching potential leads and organizing meetings.</li>
	<li>Broker and Administrative Support: Provide support to brokers by addressing their queries, assisting in documentation and coordinating with different departments and ensuring smooth communication between brokers and other internal teams.</li>
	<li>Sales Coordination: Coordinating sales activities between brokers and the sales teams. This may involve facilitating meetings, handling contract negotiations and ensuring timely follow-up on leads and opportunities.</li>
	<li>Training and Development: Provide training and development opportunities for brokers to enhance their skills and knowledge.</li>
</ol>

<ul>
</ul>

Events Management

Networking

Broker Relations Specialist

As Sales Director, you are expected to attain…

<ol>
	<li>Sales revenue and pipeline management: Achieve and exceed monthly sales target as stated by the Company. Develop and execute a strategic plan to achieve sales target.</li>
	<li>Team management: Recruit, train, and develop sales team members.</li>
	<li>Learning and Development: Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.</li>
	<li>Regular visits: Conduct site viewing/tripping on a regular basis.</li>
</ol>

Performance Management and Coaching

Training Facilitation

Recruiting Wizard

Leadership skills

Sales Manager

Who we are
AboitizPower is a major Philippine energy provider focused on building a balanced fleet of generation capacities. We also manage the second and third largest electric power distribution networks across the country, providing Filipinos energy they need to prosper.

What we do
We provide reliable and affordable electricity through responsible operations and investments while supporting the country's energy transition goals.

Our impact
We are proud to be among the Philippines' leading providers of energy and aim to continue paving the way toward a brighter, more sustainable future for everyone.

AboitizPower is an equal opportunity employer. We believe that a diverse and inclusive workforce is crucial to our purpose of driving change for a better world. We consider and encourage all applicants without discriminating against age, sexual orientation and/or gender identity, disability, political opinion, religion, nationality, marital or parental status (including pregnancy), ethnicity or other status protected by law. Our equal opportunity and non-discrimination policy applies in all aspects of employment, including recruitment, hiring, regularization, promotions, transfers, discipline, termination, benefits and training.

We urge everyone to be vigilant against scams that involve fraudulent offers of employment with Aboitiz Power Corporation. AboitizPower will never ask or solicit any form of payment at any point during the job application process.  AboitizPower only uses its official pages and links to communicate open roles and its recruitment. To ensure your security, please correspond and refer to the official channels only. Our official channels are: 
1. Aboitiz Power Corporation Website: https://www.aboitizpower.com
2. Careers Website: https://careers.aboitizpower.com
3. LinkedIn: https://www.linkedin.com/company/aboitizpower




AboitizPower

The position is responsible for the execution of the Risk Finance activities and program providing overall risk-related support for all AP and BU sites and functions 

<ul>
	<li>Ensuring that Risk Finance deliverables are complied with accurately and on-time, which includes providing assistance/coordination during the renewal of insurance programs and sending out reminders for timely submission of renewal information, claims documentation, and premium payments</li>
	<li>Review and reconciliation of insurance policy terms and invoices at binding to protect from errors that could cause gaps in coverage or incorrect premium costs</li>
	<li>Analysis of insurance and risk engineering reports</li>
	<li>Preparation of management reports</li>
</ul>

Risk Finance Supervisor

University Partnerships and Trends Analysis

<ul>
	<li>Keeps track of updates and developments that affect the University as an organization, including its employees
	<ul>
		<li>Benchmarks industry and general community methods and practices to measure and recognize the different levels of advancement requirements by keeping abreast of the latest academic and school operations trends that may affect University</li>
		<li>Partners with schools in understanding and addressing their needs, providing proactive solutions that meet present and long-term needs, and monitors progress of project plans and deliverables</li>
	</ul>
	</li>
	<li>Works with the University’s leadership team and the various sections of the OUDAA in creating programs to address the advancement-needs of the University
	<ul>
		<li>Establishes metrics and quality measures with the University’s leadership team to determine the progress of the advancement initiatives, while regularly checking, monitoring, and evaluating the progress and achievement of agreed deliverables and timelines</li>
		<li>Meets with the University’s leadership team regularly to help identify advancement requirements and the successes and areas for improvement of the services</li>
		<li>Coaches and supports leaders and colleagues on how to serve as ambassadors of advancements for their respective clusters</li>
	</ul>
	</li>
	<li>Aligns advancement policies and strategies necessary to improve donor management systems in support of the University and academic operations
	<ul>
		<li>Works with other sections of the OUDAA in tracking donor profiles and 
		recommends strategies on how to improve donor retention</li>
	</ul>
	</li>
</ul>

Advancement Management

<ul>
	<li>Works with key University stakeholders in developing and implementing a comprehensive plan to advance and promote the mission and strategies of the University to its internal community, alumni, friends, and donors
	<ul>
		<li>Seeks direction from and provides updates to the Advancement Committee of the Board</li>
		<li>Works closely with the other OUDAA sections to ensure alumni and community participation in developing a culture of stewardship</li>
	</ul>
	</li>
	<li>Designs and oversees the implementation of a comprehensive plan to synergize and 
	energize fund and resource generation essential to advancing the academic, research, sustainability and social engagement thrusts of the University
	<ul>
		<li>Collaborates with and gathers data from the schools and various central 
		administration units in determining the resource requirements that would require 
		external funding support</li>
	</ul>
	</li>
	<li>Develops and implements strategies to cultivate relationships with prospective and 
	current donors, including planning and facilitating activities and events to initiate and 
	maintain contact</li>
</ul>

Section Management and Development

<ul>
	<li>Sets the direction of the Section and determines its operational goals in alignment with the OUDAA goals, and University mandates
	<ul>
		<li>Conducts strategic assessment and evaluation of the Section’s processes, programs, and initiatives, ensuring continuous improvement, maintenance and adjustment in program and service delivery</li>
	</ul>
	</li>
</ul>

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