Portfolio Expert

5 days ago


Taguig, National Capital Region, Philippines Nasdaq Full time

Welcome to Nasdaq

We're a global fintech firm driven by innovation and a passion for open and transparent markets. Our mission is to empower individuals and organizations to access opportunities and achieve their goals.

About the Position

This role involves working closely with clients to provide expert support and guidance on portfolio analysis, asset flows, and regression-based modeling. You'll have the opportunity to contribute to the development of our products and services and shape the future of our business.

Your Key Responsibilities

Provide high-quality client service through various channels (phone, live chat, email, and Zoom)Participate in organizational improvement initiativesCollaborate with internal teams to enhance our products and servicesCreate engaging training sessions and educational content for clients

Why Join Us?

We offer a comprehensive benefits package including HMO coverage, employee stock purchase plan, equity grant, retirement plan, annual bonus, free counseling sessions, subscription to e-learning platforms, fitness, wellness and more.

Requirements and Qualifications

A Bachelor's degree in Finance, Economics, Business Administration, or Management is required; comparable experience may be considered. At least 1 year of experience in a similar role is preferred, preferably in a similar organization. Previous experience in Salesforce for case management is a plus.

Inclusive Culture

We're committed to building a diverse and inclusive workplace where everyone feels valued and empowered to succeed. If you're passionate about financial services and want to make a difference, we encourage you to apply.



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