Research Operations Analyst (US Wealth Management, Office-based)

ConnectOS; Caloocan; On-site; PHP 700,000 - 900,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Life insurance

2 HMO dependents

Transport allowance

Grab credits

Vacation leave

Sick leave

Annual bonus

13th month pay

Wellness facilities

Office fitness

Career growth

Company events

Job summary

ConnectOS, a leading American financial services firm in Metro Manila, seeks a quantitative analyst to support due diligence, data management, and market research. You will manage the manager database, prepare benchmarking analyses, and develop presentations for internal and external use.

The role emphasizes data accuracy, cross-team collaboration, and independent work. CFA preferred; strong Excel, Bloomberg, and financial market knowledge are essential.

Qualifications

• Bachelor's degree in economics, finance, mathematics or a quantitative science.
• CFA preferred.
• 2 years' experience preferred.
• Strong working knowledge of financial markets and investments.
• Proficient in Excel (including macros and pivot tables) and PowerPoint.
• Strong math skills.
• Strong computing skills: Bloomberg, Morningstar Direct, PitchBook, Burgiss, others.
• Excellent interpersonal and communication skills including presentations.
• Ability to work independently.

Responsibilities

• Manage information within our manager database.
• Provide support for due diligence through manager analysis and benchmarking.
• Develop materials and presentations for internal and external use.
• Manager data & information management: Dasseti software oversight; add manager updates and notes.
• Data room management for potential new managers.
• Assist with due diligence: track record, portfolio company analysis, benchmarking.
• Prepare due diligence memo and market analyses; support manager and reference calls.
• Assist with reporting: internal and external market updates and quarterly/weekly reports.
• Collaborate with other teams across the organization.
• Other duties as assigned.

Skills

Excel macros & pivot tables

PowerPoint

Bloomberg

Morningstar Direct

PitchBook

Burgiss

Financial markets knowledge

Interpersonal communication

Independent work

Strong math skills

Education

Bachelor's degree in economics, finance, mathematics or a quantitative science

Tools

Dasseti

Job description

Schedule: Monday - Friday (9PM - 6AM/10PM - 7AM PHT)

What are we looking for?

Skills Required

• Bachelor's degree in economics, finance, mathematics or a quantitative science
• CFA preferred
• 2 years' experience preferred
• Strong working knowledge of financial markets and investments
• Proficient in Excel (including macros and pivot tables) and Powerpoint
• Strong math skills
• Strong computing skills: ability to navigate numerous data providers such as Bloomberg, Morningstar Direct, Pitchbook, Burgiss, others
• Excellent interpersonal and communication skills including presentation skills
• Ability to work independently

Nice To Have

• CFA

What will you do?

• Manage information within our manager database
• Provide support for our due diligence process in the form of manager analysis and benchmarking
• Developing materials and presentations for internal and external use
• Manager data & information management
  • Dasseti software oversight (set up new managers and products, add manager updates, add notes, etc.)
  • Data room management for potential new managers
• Assist with due diligence requirements
  • Track record and portfolio company analysis and performance benchmarking
  • Assist with material preparation including due diligence memo
  • Provide market analysis
  • Assist with manager and reference calls
• Assist with reporting
  • Manage internal reporting covering market information and manager updates (i.e. quarterly asset class reviews, quarterly monitoring report for public securities, weekly private investment pipeline reports, attribution reports etc.)
  • Assist with external reporting covering market information and manager updates (i.e. public manager tear sheets, quarterly reporting for private managers, etc.)
  • Assist with ad hoc data requests
• Work effectively with other teams throughout the organization
• Other duties as assigned

Join the awesome team and enjoy these benefits & perks:

• Medical, Dental Coverage and Life insurance from day 1 of employment with 2 HMO dependents on day 1 as well
• Additional 60 USD (approx. 3700 PHP) monthly transportation allowance,
• 500php weekly grab credits
• Tenure based time off
• Eligibility for annual bonus (50-90% of monthly salary)
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• GrabPay Credits
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client‑centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.

#ConnectOS #TeamConnectOS # ConnectOSRecruitment

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.