Junior Analyst - Prospectus Research Team

Institutional Shareholder Services Philippines; Makati; Hybrid; PHP 400,000 - 600,000; Full time

Job summary

A leading research firm in Makati is seeking an Entry-level Data Research Analyst to focus on financial document analysis and data quality. The role involves obtaining and verifying financial data, conducting in-depth analyses, and collaborating with teams in the Philippines and the U.S. Fresh graduates are encouraged to apply for this opportunity, which offers a hybrid working arrangement after initial onsite training.

Qualifications

• Ability to gather and analyze financial data from various sources.
• Experience with mutual funds and insurance industry is a plus.
• Willingness to learn from onsite training.

Responsibilities

• Obtain financial documents and ensure data quality.
• Research regulatory filings to support the databases.
• Collaborate with team members both locally and internationally.

Skills

Financial document analysis

Communication skills

Excel for data manipulation

Troubleshooting

Critical thinking

Data quality assurance

Education

Bachelor’s degree in Management, Finance, Business, Economics, Mathematics or related field

Job description

Join the team as an Entry-level Data Research Analyst, focusing on financial document analysis and data quality.

Your Role

Key responsibilities include:

• Obtaining financial documents and data collection from various sources.
• Ensuring data quality and verification.
• Researching regulatory filings to support multiple ISS databases.
• Maintaining an up-to-date database of mutual funds and ETFs.
• Analyzing and extracting key industry data for client applications and reports.
• Collecting data based on established methodologies and performance standards.
• Utilizing ISS databases, SEC Edgar, and the Internet for research.
• Participating in data quality assurance and root-cause analysis.
• Conducting in-depth analysis of mutual fund strategies and objectives.
• Summarizing industry changes in client reports.
• Supporting process improvement and technology projects.
• Maintaining documentation of work processes in a centralized database.
• Collaborating with team members in the Philippines and the U.S.
• Cross-training and expanding responsibilities across ISS databases.
• Performing special projects and related duties as assigned.

About You

The ideal candidate will have:

• A Bachelor’s degree in Management, Finance, Business, Economics, Mathematics, or a related field, or equivalent experience.
• Strong verbal and written communication skills.
• Knowledge of the mutual fund, annuity, and/or insurance industry is a plus.
• Experience in gathering and analyzing financial data from regulatory documents.
• Demonstrated troubleshooting, critical-thinking, and quality assurance skills.
• Experience using Excel for financial data manipulation is a plus.
• Ability to work cooperatively in a team environment with diverse staff.
• Fresh graduates are encouraged to apply.
• The work location is in Makati City, and the work schedule is permanent late day shift (12nn-9pm, Manila Time).
• Hybrid working arrangement requires at least 3 days onsite per week.

Training & Development

The role includes onsite training for at least 2 months before transitioning to a hybrid working arrangement.