Investment Analysis Professional

3 days ago


Manila, National Capital Region, Philippines Personiv Full time

About Personiv

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  • At Personiv, we are committed to delivering exceptional customer experiences through our business process outsourcing (BPO) solutions.
">Job Requirements">

We are seeking a highly skilled Investment Analysis Professional to join our team. As a key member of our financial services division, you will be responsible for analyzing and interpreting complex financial data, identifying trends and patterns, and providing actionable insights to drive business growth.

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  • Key responsibilities include:
  • Analyzing large datasets to identify key trends and patterns;
  • Developing and maintaining complex financial models and tools;
  • Providing data-driven recommendations to senior leadership;
  • Collaborating with cross-functional teams to implement data-driven solutions;
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Our Ideal Candidate

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  • A Bachelor's degree in Business Administration, Finance, or a related field;
  • 0-3 years of experience in a data analysis or financial services role;
  • Strong analytical and problem-solving skills;
  • Proficiency in Excel, including advanced functions such as lookups, sumifs, and pivot tables;
  • Familiarity with investment analysis tools, such as Morningstar;
  • Excellent communication and presentation skills;
  • Ability to work effectively in a fast-paced environment;
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Benefits

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  • A competitive salary and benefits package;
  • Opportunities for professional growth and development;
  • A collaborative and dynamic work environment;
  • The chance to work with a leading BPO company and make a real impact on the industry;


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