Fund Specialist

FactSet Quezon City, National Capital Region, Philippines

FactSet Quezon City, National Capital Region, Philippines

3 days ago Be among the first 25 applicants

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

Your Team’s Impact

FactSet’s Global Fund Analytics team is dedicated to making FactSet the global leader in institutional-level fund analysis. With a focus on quality and expertise in all facets of fund exposures, costs, and risks, Global Fund Analytics serves as FactSet’s in-house fund experts. The team is positioned to be a center of innovation and growth within FactSet.

The Fund Specialist will apply investment knowledge and primary source research to classify funds, and to write descriptive reports on Exchange-Traded Funds and Mutual Funds investment strategies. The position requires problem solving and critical thinking skills to ensure consistent, unbiased classification of funds and contribute to system enhancements. This role serves as a subject matter expert on fund classification for the FactSet Manila office and will train junior team members as they advance.

What You’ll Do

• Classify funds using FactSet’s proprietary methodology
• Compose overview of fund characteristics
• Compose brief fund descriptions
• Respond to client queries on classifications and overview text
• Demonstrate continuous learning of fund classifications and evaluation
• Share ideas towards process and output improvements
• Independently manage the workload within the specified timeline
• Report and consult a team mentor/leader/manager for work-related questions and concerns

Required Skills

What We’re Looking For

• Bachelor’s/College Degree in Finance, Business-related equivalents, or Degree in Communication/Journalism equivalents
• Strong written English language communication skills
• Attention to detail and diligence
• Ability to collaborate and seek clarification/feedback from supervisors
• Willingness to work with remote managers
• Willingness to undergo 3–5 months of training in a GY Shift (10:00pm–6:00am)
• Working schedule after the training is mid-shift
• Include a formal cover letter with resume/CV narrating interest and qualifications

Desired Skills

• CFA or progress toward CFA is strongly preferred
• Experience in ETFs or Mutual Funds

What’s In It For You

FactSet values its people and culture as a competitive advantage. Benefits include health, life, disability insurance, retirement savings plans, a discounted employee stock purchase program, paid time off for holidays and family leave, and wellness days. Flexible work accommodations and a global community focused on volunteerism and sustainability are part of the package. Career progression planning and learning time are provided, along with Business Resource Groups.

Learn More About Our Benefits Here.

Salary is based on education, work experience, and certifications.

Company Overview

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our platform delivers financial data, analytics, and open technology to thousands of clients worldwide. As a member of the S&P 500, FactSet is recognized for sustainable growth and has been named a best place to work. Learn more at and follow us on X and LinkedIn.

FactSet celebrates differences and considers qualified applicants without regard to characteristics protected by law.

Seniority level – Entry level

Employment type – Full-time

Job function – Finance and Sales

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