Business Intelligence Analyst

3 weeks ago

Makati City, National Capital Region, Philippines ATRAM Group Full time

Role Summary:

The Business Intelligence Analyst is responsible for assisting the Business Intelligence and
Governance Unit and Strategic Planning Committee of the firm. He/she will maintain and develop
business data, perform financial modeling and quantitative and qualitative research when
needed, assist the strategic planning committee in corporate planning cycles and business
planning, contribute to key M&A activities of the firm, and provide support to ad hoc strategic
initiatives and projects identified by top management.

Main Duties and Responsibilities:


• Develop, create and maintain various databases to be used for customer, commercial,
operational enterprise analytics, and different business units as well as reports to provide
stakeholders with actionable insights

• Assist in monitoring and analyzing business data and performance metrics against
strategic goals and industry performance indicators

• Create financial models and conduct qualitative and quantitative research for various
purposes including but not limited to business and corporate planning, M&A activities, and
strategic initiatives and special projects

• Assist business unit heads in alignment with corporate goals and cross department
informational needs.

• Collaborate with senior management to help implement strategic initiatives and assist in
managing organizational changes driven by new strategies.

• Research and report on developments regarding competitor strategies, brands, sales,
campaigns, products and position in the market and identify trends in the industry

• Research and stay abreast of capital/financial market developments as well as
government policies and regulation particularly those affecting the performance of
fiduciary responsibilities and development of new products

• Liaise, build and maintain good rapport with the different departments, i.e. front and back
offices

• Comply with regulatory requirements, company and group policies; maintain compliance
awareness

Competencies required:


• Basic financial modeling knowledge/skills is the primary requirement

• Good business acumen, preferably with knowledge in business analysis and
corporate/business-level strategy formulation

• Good communication skills (both written and verbal) and interpersonal skills

• Critical thinking; finance/strategy oriented

• Efficient and thorough, detail-oriented

• Persistent - has follow-through

• Proficiency in computer applications such as Microsoft Word, Excel, Powerpoint, etc.

• Knowledge/skills in Power BI Analytics highly preferred

• High level of integrity

Education and experience required:


• Relevant educational qualifications, a Bachelor's/College Degree in Business, Finance,
Economics, Banking, Commerce or equivalent

• Experience in asset management or related industry is preferred

• Fresh graduates are welcome to apply

• 1-2 years or more work experience in banking, finance, or investments industry (highly
preferred but not required)

• Knowledge of basic strategic management

• Knowledge of asset management products

• Knowledge of economics and financial market

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