Real Estate Asset Management Analyst
3 weeks ago
Overview
Posted today. This is a multi-posting listing for Investment Analyst roles across IT and financial services companies. Roles include responsibilities in investment analysis, financial modeling, research, and back-office investment operations. Work schedules commonly include night shifts and onsite/onshore requirements depending on the posting.
Responsibilities- Conduct in-depth research and financial analysis of markets, securities, industries, economies, and companies to identify investment opportunities.
- Prepare and present investment recommendations to portfolio managers, clients, or senior management.
- Provide detailed financial models and valuation reports on stocks, bonds, and other investment assets.
- Develop performance reports and present findings on various investments, sectors, and markets.
- Assist in crafting product research (business model reviews, user journeys, etc.) and research related business opportunities in tech space.
- Identify and map business strengths and customer needs; monitor market trends and industry developments locally and internationally.
- Log, check for completeness, and ensure compliance of investment documentation; input fund transactions into transfer agency systems; perform peer-to-peer quality control.
- Support investment policy development, including IPS-related activities, governance compliance, and risk controls where applicable.
- Coordinate with legal/compliance/investment teams on policy reviews and approvals; maintain documentation for audits and regulatory inquiries.
- Engage in team-related tasks and ensure high service standards and effective collaboration across teams.
- Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
- Typically 1–5 years of relevant experience in investment/financial analysis or related fields.
- Strong understanding of mutual funds, capital gains, fund compensation, and investment account operations; familiarity with tax rules and trade types is a plus.
- Proficiency in MS Office (Word, Excel, PowerPoint); knowledge of R is a plus for some roles.
- Excellent analytical, research, and communication skills; ability to present complex data clearly.
- Night shift or onsite work availability as required by the posting; willingness to relocate as needed.
- HMO, 13th month pay, leave credits
- Additional benefits such as life and health insurance, retirement funds, share purchase plans, performance bonuses, and company events
- Job Type: Full-time
- Locations vary by posting (Taguig, BGC, Ortigas, Metro Manila, etc.); some roles require onsite work
- Investment Analyst – DigiPlus Interactive Corp. (PLUS) – Manila/Taguig/National Capital Region; night shift; on-site; 2+ years experience; product research and investment analysis responsibilities; qualifications include accounting/finance background and MS Office proficiency.
- Investment Analyst – multiple postings with responsibilities including financial analysis, investment research, reporting, and policy/compliance duties; bachelor’s degree and 2+ years of experience commonly required.
- Investment Policy Analyst – CI Global Asset Management (CI GAM) – Back-Office Operations; client-focused analytics; CFA/IFIC considerations; on-site in Canadian/Global contexts.
- Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
- Related certifications (e.g., CPA, CFA) are a plus where noted.
- Initial Interview
- Final Interview
- Job Offer
- Look for: Ms./Ms. Name as listed in posting
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