portfolio analytics and data AssociateATR Asset Management (ATRAM)

Role Summary:This role is responsible for preparing and validating performance and compliance reports, supporting risk consultancy deliverables, and ensuring the completeness and organization of documentation. It works closely with internal and external stakeholders to deliver accurate, timely, and insightful analytics that support investment decision-making and audit readiness. The role requires a strong process orientation, analytical rigor, and effective communication to coordinate across teams and maintain high standards of data integrity and reportingWhat Business Outcomes the Role is Responsible for:
Deliver Accurate and Timely Reporting: Ensure the consistent delivery of high-quality performance and compliance reports that support investment decisions and meet regulatory standards.
Support Risk Consultancy Engagements: Contribute to internal and external risk consultancy deliverables by providing reliable data, analytics, and documentation that enhance portfolio oversight.
Maintain Audit-Ready Documentation: Ensure all reporting and compliance documentation is complete, well-organized, and accessible to support governance, audit readiness, and operational transparency.
What we're looking for in a Successful Candidate:
Process-Oriented and Analytical: Strong quantitative and analytical skills, with a structured approach to executing reporting and data validation processes.
Data and Reporting Expertise: Experience in preparing and validating performance, risk, and compliance reports. Skilled in troubleshooting data/reporting issues and supporting audit readiness.
Clear Communication Skills: Excellent written and verbal communication for effective reporting and coordination with stakeholders across teams.
Entry Level / Junior, Apprentice Accounting and Finance Investment Management / Hedge Fund / Private Equity 2 openings Bachelor's degree graduateThe ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust). In 2009, the ATRAM Group decided to expand its presence in the fast-growing domestic asset management industry by forming a dedicated business group called ATR Asset Management Group (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients.Why join us?We are the leading Digitally-powered Asset and Wealth Management firm serving institutional clients and retail customers, providing innovative products and unique customer experiences delivered through technology-enabled platforms. Our goal is to secure our clients' financial future ATRAM offers a professional, fair and progressive work environment. In addition, ATRAM strongly supports career development and work-life balance for its employees.
Kalibrr

Makati City, Metro Manila
Permanent
Full-time