Financial Research Analyst

1 week ago

Taguig, National Capital Region, Philippines Santaisabel Full time

National Capital Region (NCR), Taguig City

  • Candidate must possess at least a Bachelor's/College Degree on Accounting, Business Studies/Administration/Management, Economics, Finance.
  • Fresh Grad / Entry Level specializing in Banking/Financial Services or equivalent.
Responsibilities

FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information system.

Benchmarks Operations team is responsible to onboard additional Benchmark content in FactSet. Data are sourced from different vendors and can be consumed through data feeds; data in the workstation via FQL and Screening codes; and lastly, through premium FactSet applications such as Portfolio Analysis, SPAR, and Derivative Solutions (for fixed income).

As a Research Analyst, you will be responsible for collating, maintaining, and updating relevant fields in the database with accurate information in accordance with the defined work process. You will be analyzing these content sets by reviewing official updates from our trusted sources that can be in the form of feeds, corporate action mails, press releases, and other reports; thereby making it available to FactSet clients in real-time and in top quality. You will report to the Team Lead and assist in meeting the team's business goals by meeting your individual targets. As an individual contributor, you shall be responsible for your own performance in all assigned tasks.

JOB RESPONSIBILITIES

  • Learning & Problem Solving - Builds a basic understanding of our users, our products, and our markets through exposure to product support and testing activities
  • Performs responsibilities associated with content work downstream /upstream as required working via RPDs (tickets for client requests) to address client queries
  • Work with technology, understand FTP, SFTP, Microsoft Excel, other machine language and artificial intelligent technology to provide process improvement ideas
  • Provides sufficient updates to stakeholders and meet timelines
  • Understands escalation protocols for extraordinary issues, use decision making ability to address unique scenarios by applying generic policies or methodology
  • Communicates gaps in guidelines and documentation
  • Meets target productivity points and adheres to quality standards
  • Communicates with multiple Benchmark stakeholders
  • Apply practical application of knowledge of technology combined with finance to deliver best in class product to the clients
  • Ability to troubleshoot and work on quick technology glitches (within reason and training)
  • Ability to take ownership of QA checks and identify any inconsistency with data and report timely or escalate as may be necessary
  • The job also involves reporting & maintaining records of work done
  • Should be prepared for cross training and for any job rotation or movement between processes
  • Enhance and maintain process knowledge by attending refresher sessions and being updated on methodology/updates.

JOB REQUIREMENTS

  • Bachelor's Degree in Finance or equivalent
  • Ability to troubleshoot issues and solve them with direction and oversight from their manager or peers.
  • Shows initiative and is self-motivated. Basic product thinking skills. Starts by defining the problems, goals and needs, and then experiments to uncover the best solution.
  • Insights: Enthusiasm and initiative to solve problems with a combination of analytical skills and creativity. Requires oversight and guidance from manager. Beginning to understand target personas
  • Strategy: Begins to understand the user need their product or feature addresses.
  • Execution: Develop product expertise to troubleshoot issues, learn when to escalate, and follow proper escalation procedures. Capable of testing new features.
  • Develop structured written and spoken communication skills both for internal user advocacy and for external communication with clients when troubleshooting.
  • Be coachable. Willingness to learn from others and gain new skills.
  • Be curious. Bring an analytical mindset to understand problems, creatively explore solutions, and communicate them to clients and internal stakeholders, or escalate as appropriate.
  • Communicate clearly. Ability to communicate in a structured manner, and with impact, to a variety of stakeholders including Product, Content, Engineering, Support, and Clients.

ADDITIONAL NOTES

  • No work experience required
  • Amenable to work in McKinley West, Taguig City
  • This position will require you to work 100% onsite during training. Hybrid WFH setup can be available once training is finished.

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

Returning from a break? We are here to support you If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.

Additional Info
  • Location: Taguig City, National Capital Region (NCR).
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