Investment Data Analyst

2 weeks ago


Manila, National Capital Region, Philippines Personiv Full time
Responsibilities

The ideal candidate for this Investment Data Analyst - Financial Reports position will be responsible for identifying and classifying financial security information using multiple investment analysis tools and databases.

Key responsibilities will include:

  • Generating specialized reports for Financial Advisor teams, utilizing inputs from multiple investment analysis tools and databases.
  • Investigating, researching, and resolving report inaccuracies as identified by functional team members and Financial Advisor teams.
  • Generating ad hoc reports as determined by business needs and responding to related inquiries.
  • Ensuring the accuracy of reports generated and feedback provided to other key stakeholders.

To excel in this role, you should possess strong knowledge of financial instruments, including Equities, Fixed Income, Foreign Exchange, Options & Futures Contracts. Additionally, you should have 0-3 years' experience in data entry or client service roles, a degree in Business or a related field, and familiarity with major market and exchanges: NYSE, NASDAQ, etc.

You should also be able to effectively communicate with internal and external stakeholders, organize, prioritize, manage multiple tasks, and keep the team apprised on open items.


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