Junior Analyst - Prospectus Research Team

Posted 18 Days Ago
Be an Early Applicant
Manila, First District NCR, National Capital Region
1-3 Years Experience
Fintech
The Role
As a Junior Data Analyst, you will gather and analyze financial data from regulatory documents, maintain and enhance databases, and support research projects. Responsibilities include conducting quality assurance, performing analysis of investment strategies, and collaborating with global team members to produce high-quality financial reports.
Summary Generated by Built In

Let’s be #BrilliantTogether

Overview:

Join our dynamic team of researchers, working collaboratively to deliver timely, high quality financial data. Be part of a multinational global leader providing industry tools that guide many of the largest players in the mutual fund industry. You are analytical, technically savvy, and pride yourself on your high level of independent judgment, attention to detail, and your ability to thrive in both a team setting and independently.

Responsibilities:

An entry-level opportunity for a Data Research Analyst. This position will be responsible for deliverables which entail obtaining financial documents, data collection from various sources, data quality, and verification, and researching of regulatory filings to support multiple ISS databases. 

  • Research financial regulatory documents, specifically prospectuses, to maintain an up-to-date database of open, closed-end, variable annuity mutual funds, and ETFs
  • Analyze and extract key industry data for client-facing applications and research reports from financial documents and regulatory filings
  • Collect data based on established methodologies, comply with established work processes and performance standards to ensure timely and high-quality data
  • Effectively utilize ISS databases, the SEC Edgar website, and the Internet to complete research
  • Participate in data quality assurance efforts, including performing root-cause analysis for identified data quality issues
  • Do in-depth analysis of mutual fund investment strategies and objectives
  • Determine relevant and interesting industry changes and summarize concisely in client reports
  • Support process improvement and technology projects by contributing to specifications and testing deliverables
  • Help maintain documentation of work processes and institutional knowledge in a centralized, web-based database
  • Work collaboratively with team members both in the Philippines and in the U.S.
  • Actively cross-train and expand opportunities to work on various data processing and research responsibilities across different ISS databases
  • Perform special projects and other related duties as assigned

Qualifications:

  • Bachelor’s degree in Management, Finance, Business, Economics, Mathematics, or a closely related field, or equivalent experience
  • Strong verbal and written communication skills; can thrive in a cross-border / multi-cultural work environment
  • Knowledge of mutual fund, annuity, and/or insurance industry is a plus
  • Gathering and analyzing financial data from regulatory mutual fund documents
  • Demonstrated troubleshooting, follow-through, critical-thinking skills, and comprehensive quality assurance analysis
  • Experience using Excel to manipulate and prepare financial data is a plus
  • Ability to work cooperatively and strategically in a team environment with all levels of professional, technical, and administrative staff and to integrate resources on a timely and organized basis

Work Location & Schedule:

  • Amenable working at Makati City on a permanent late dayshift schedule (12nn- 9pm, Manila Time)
  • Amenable to go on an onsite training for at least 2 months prior to transitioning to hybrid working arrangement.
  • Hybrid working arrangement (at least 3 days' work onsite per week)

FRESH GRADUATES ARE ENCOURAGED TO APPLY

#LI-MP1

#ENTRYLEVEL

#MIN

What you can expect from us

Our people are the moving force behind ISS STOXX. We are dedicated to hiring the best, most talented people in our industry and empowering them with the resources and support to enhance their career, health, financial and personal well-being. 

We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are invested in our people and are working every day to ensure a diverse, equitable, and inclusive workplace.

Let’s empower, collaborate, and inspire one another. 

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. 

Visit our website: https://www.issgovernance.com

View additional open roles: https://www.issgovernance.com/join-the-iss-team/

Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. 

Top Skills

Excel
The Company
HQ: Rockville, MD
2,115 Employees
On-site Workplace
Year Founded: 1985

What We Do

Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.

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