Investment and Portfolio Performance Analyst

3 weeks ago

Quezon City, Philippines Manulife Financial Full time

Overview

The Investment and Portfolio Performance Analyst under supervision, gathers and analyzes investment performance data while working with local performance teams, client reporting, front and middle offices. The individual will have a strong competence of the asset management industry including performance calculation and factors impacting returns proactively foreseeing and escalating any issues as need. The outcome is to ensure that performance data is provided in a timely, complete and accurate manner to both internal and external clients.

On the job you will
  • Gather, analyze, and produce accurate performance data interacting with appropriate individuals/groups to resolve errors. Review and verify work of others for accuracy and completeness.
  • Prepares standard and ad-hoc performance reports on a daily / weekly / monthly basis that support local performance teams, client reporting, front and middle offices.
  • Help manage daily workflow and help monitor timely and quality delivery out work outputs or delivery
  • Demonstrate knowledge in performance methodology and systems through answering daily queries from team members, local performance and middle office counterparts
  • Maintain systems and databases by ensuring procedures are followed to review the accuracy and integrity of static and time series data for assigned portfolios, benchmarks, and other information.
  • Obtain strong understanding of performance calculations in various systems and calculate manually as needed
  • Respond to inquiries, on both a recurring and ad hoc basis related to performance data
  • Project management and process enhancement
Required Qualifications
  • Bachelor’s degree in Mathematics, Statistics, Economics, Finance, Accounting, or a related field is required
  • A minimum of 4-5 years of experience in the investment management, wealth management or insurance industry is preferred
  • Strong communication skills
  • Expert user of Bloomberg, Morningstar, Lipper for IM and Sylvan
  • Candidate must have above average organizational and time management skills with the ability to work independently and meet tight deadlines.
  • Superior knowledge in MS Excel, Power BI, Power Automate and other automation tools.
  • Above average understanding of project management and process enhancement.
  • Must be willing to work on a schedule based on the supported region (Asia - morning to mid shift) but is also amenable to working on a night shift (US) as needed.
Preferred Qualifications
  • Candidate must demonstrate superior problem solving and decision making skills.
  • Above average knowledge in researching and sourcing data from various websites and internet databases
  • Understands the concepts surrounding asset management operations from the front office to back office
  • Possesses a fundamental understanding of investment styles, models and risks basic telephony skills
When you join our team
  • We’ll empower you to learn and grow the career you want.
  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, we’ll support you in shaping the future you want to see.
About Manulife

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽

平等就業機會

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺伝特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 。

Working Arrangement

混合式

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