Research Analyst - Ownership, Financial Sponsors

JOB DESCRIPTION: Research Analyst

FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information system.

The Ownership group in Manila is comprised of multiple teams – (1) Financial Sponsors, (2) Holdings and (3) Stakes. Collectively, the group aims to provide accurate, reliable quantitative financial market data while simultaneously pushing for continuous improvement on production, coverage, timeliness to our internal and external client.

Financial Sponsors

The Financial Sponsor Team in Manila collects and maintains Institutional and Contact data for buy-side and sell-side firms. The team is responsible for keeping track of research analysts and investment personnel at these firms. They also provide research and concordance support for various datasets and collection processes owned by other groups. The Financial Sponsor group is spread across several offices, and the dynamic interaction between various teams is essential to the group’s workflow and success.

Holdings

The Holdings Team in Manila collects and maintains Mutual Fund holdings and static data. The team is responsible for keeping track of mutual fund portfolios, which are publicly available or available via direct contact at the asset management firms managing the portfolios as well as the reference data associated to these funds. They also provide research and concordance support for various datasets and collection processes owned by other groups. The Holdings group is spread across several offices, and the dynamic interaction between various teams is essential to the group’s workflow and success.

Stakes

The Stakes Team in Manila collects and maintains Stakes and Insider Ownership information in public companies in markets. The team is responsible for following and documenting the evolution of relevant sources and regulations in the different markets. They also provide research and concordance support for various datasets and collection processes owned by other groups. The Stakes group is spread across several offices, and the dynamic interaction between various teams is essential to the group’s workflow and success.

As a Research Analyst, you will be responsible for collating, maintaining, and updating relevant fields in the database with accurate information in accordance with the defined work process. You will be analyzing these content sets by reviewing official updates from our trusted sources that can be in the form of feeds, corporate action mails, press releases, and other reports; thereby making it available to FactSet clients in real-time and in top quality. You will report to the Team Lead and assist in meeting the team’s business goals by meeting your individual targets. As an individual contributor, you shall be responsible for your own performance in all assigned tasks.

JOB RESPONSIBILITIES

Financial Sponsors

• Manage the institutional/fund/contact coverage already in the database following the procedures already established for each country
• Identify new sources of information in order to increase the institutions/funds/contacts coverage in country/countries followed
• Follow the financial press in the country/countries assigned. Keep up with regulation relating to institutions/funds/contacts
• Interpret and then integrate data quickly and qualitatively in strict accordance with the established rules

 Holdings

• Manage the Mutual Funds coverage already in the database following the procedures already established for each country
• Identify new sources of information in order to increase the Funds/Contacts coverage in country/countries followed
• Follow the financial press in the country/countries assigned. Keep up with regulation relating to Funds/Contacts
• Interpret and then integrate data quickly and qualitatively in strict accordance with the established rules

Stakes

• Maintain full coverage of stakes ownership, so that no company within the assigned universe of companies remains un-researched more than 30 days
• Process all disclosures of ownership changes within the assigned universe daily
• Keep the coverage up to date; daily updates mainly based on shareholder’s ownership disclosures and between 1,000 and 3,000 periodic updates of ownership profiles per year, based on company reports or other public sources
• Find all public data relevant for analyzing the ownership information and describing it to the client
• Analyze the ownership data and describe the ownership to the client respecting the methodology
• Understand and explain in some cases why ownership has been described in a specific way or why it hasn’t been taken into account

JOB REQUIREMENTS

• Undergraduate degree in Commerce / Business Management / Finance / Accounting / Economics or equivalent
• Computer Literacy Effectively use the database and software for collection and processing of content/data
• Excellent research and analytical skills
• Very good written and oral communication skills in English
• Strong organizational skills
• Ability to adapt to changes in country coverage based on the needs of the department
• Enthusiastic, a strong sense of initiative
• Good knowledge of Excel. Must be able to manipulate large spreadsheets
• Strong command and understanding of modules and rules

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

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