Portfolio Analytics and Data Associate

3 days ago

Makati, Philippines ATRAM Full time

Overview

Portfolio Analytics and Data Associate

This role is responsible for preparing and validating performance and compliance reports, supporting risk consultancy deliverables, and ensuring the completeness and organization of documentation. It works closely with internal and external stakeholders to deliver accurate, timely, and insightful analytics that support investment decision-making and audit readiness. The role requires a strong process orientation, analytical rigor, and effective communication to coordinate across teams and maintain high standards of data integrity and reporting.

What Business Outcomes the Role is Responsible for
  • Deliver Accurate and Timely Reporting: Ensure the consistent delivery of high-quality performance and compliance reports that support investment decisions and meet regulatory standards.
  • Support Risk Consultancy Engagements: Contribute to internal and external risk consultancy deliverables by providing reliable data, analytics, and documentation that enhance portfolio oversight.
  • Maintain Audit-Ready Documentation: Ensure all reporting and compliance documentation is complete, well-organized, and accessible to support governance, audit readiness, and operational transparency.
What we’re looking for in a Successful Candidate
  • Process-Oriented and Analytical: Strong quantitative and analytical skills, with a structured approach to executing reporting and data validation processes.
  • Data and Reporting Expertise: Experience in preparing and validating performance, risk, and compliance reports. Skilled in troubleshooting data/reporting issues and supporting audit readiness.
  • Clear Communication Skills: Excellent written and verbal communication for effective reporting and coordination with stakeholders across teams.
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