Portfolio Analysis Specialist

1 day ago


Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱5,500,000 - ₱8,500,000
Investment Policy Analyst Role

We seek an Investment Policy Analyst to support clients by creating analytics for advisors and processing adjustments to high-net-worth accounts resulting from internal or external errors.

Key Responsibilities:
  • Create in-depth analytics for advisors and their clients
  • Process account adjustments stemming from internal or external discrepancies
Requirements:
  • Bachelor's degree in a finance-related field, such as Business or Economics
  • A minimum of 2 years of experience in an analytical or financial services role
  • Demonstrated understanding of mutual funds, capital gains, fund compensation, and investment principles
Benefits and Opportunities:
  • Contribute to the growth and success of our Back-Office Operations team
  • Develop valuable skills in data analysis and financial modeling
  • Collaborate with experts in the field to drive business results

This is an exciting opportunity for individuals who are passionate about finance and eager to take on new challenges. If you have a strong work ethic and a desire to succeed, we encourage you to apply for this role.



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