Wealth Management Research & Operations Analyst

ConnectOS; Mandaluyong; On-site; PHP 670,000 - 1,116,000; Full time

Benefits offered by this job

Medical, dental coverage & life保险 from

Transportation allowance

Weekly grab credits

Annual bonus eligibility

Paid vacation and sick leave

13th month pay

Job summary

ConnectOS, a leading American financial services client, seeks a detail‑oriented analyst in Metro Manila to manage manager information and support due diligence processes. You will develop analysis, benchmarks, and presentation materials for internal and external use.

The role requires a finance/quantitative background, strong Excel skills, and the ability to work independently. The position offers an engaging career path, competitive compensation, and benefits in a multinational setting within

Qualifications

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

Responsibilities

• Manage information within our manager database.
• Support due diligence with manager analysis and benchmarking.
• Develop materials/presentations for internal and external use.
• Assist with market analysis and reporting.
• Collaborate with other teams across the organization.

Skills

Bachelor's degree in economics/finance

Strong math skills

Excellent communication skills

Independence & initiative

Excel (incl. macros) & PowerPoint

Data providers awareness (Bloomberg, M

Strong computing skills

Education

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

Tools

Excel (macros & pivot tables)

Bloomberg

Morningstar Direct

Pitchbook

Burgiss

Job description

ConnectOS, a leading American financial services client, seeks a detail‑oriented analyst in Metro Manila to manage manager information and support due diligence processes. You will develop analysis, benchmarks, and presentation materials for internal and external use.

The role requires a finance/quantitative background, strong Excel skills, and the ability to work independently. The position offers an engaging career path, competitive compensation, and benefits in a multinational setting within