Global Funds Analyst

Posted 9 Days Ago
Be an Early Applicant
Philippines
Junior
Fintech • Payments • Financial Services
The Role
The Global Funds Analyst role involves analyzing and screening offshore fund outlets for client portfolios, conducting macroeconomic and fundamental analysis, and providing support to portfolio managers. Responsibilities also include maintaining scoring methodologies, conducting due diligence on fund issuers, and delivering actionable investment ideas.
Summary Generated by Built In

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job description (heading) / Description du poste (titre)

  • The role involves the screening and analysis of offshore fund outlets for use in client portfolios.
  • It includes coverage of macroeconomic and fundamental analysis of geographic regions and sectors.
  • Provide back-up function to Portfolio Manager

Preferred skills (heading) / Compétences particulières (titre)

  • Background in macroeconomics and financial analysis
  • Good communication skills for interactions with external and internal entities
  • Ability to produce timely and actionable research reports
  • Ability to present and defend investment thesis

Qualifications (heading) / Compétences (titre)

  • Bachelor's degree in finance or economics, or related management course
  • Preferably with at least two (2) years' experience in relevant analytical role
  • MBA, CFA, or CFA-candidate a plus

Responsibilities (heading) / Responsabilités (titre)

  • Maintain and enhance the internal scoring methodology and scorecards
  • Conduct regular due diligence on fund issuers and fund vehicles
  • Accreditation of new investment outlets and annual renewals of existing securities
  • Provide actionable ideas to the Portfolio Managers
  • Provide support to client facing teams in the form of reports or speaking engagements
  • As needed, act as back-up to the Portfolio Manager

Job Category:

Asset Management

Posting End Date:

30/03/2025

The Company
Toronto, Ontario
499 Employees
On-site Workplace

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

Similar Jobs

Hybrid
Manila, First District NCR, National Capital Region, PHL
289097 Employees

Apex Fintech Solutions Logo Apex Fintech Solutions

Compliance Analyst (Policy Management)

Fintech • Software • Financial Services
Hybrid
Manila, First District NCR, National Capital Region, PHL
850 Employees

Apex Fintech Solutions Logo Apex Fintech Solutions

Compliance Analyst (Testing)

Fintech • Software • Financial Services
Hybrid
Manila, First District NCR, National Capital Region, PHL
850 Employees

General Motors Logo General Motors

GBS Transformation Analyst - DCG (Night Shift)

Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Hybrid
Taguig City, Metro Manila, National Capital Region, PHL
165000 Employees

Similar Companies Hiring

MyBambu Thumbnail
Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
West Palm Beach, Florida
120 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account