research operations analyst (us wealth Management, office-based)ConnectOS

Salary: P60,000 - P90,000 (Monthly Package)
Shift: Monday - Friday (3:00 PM - 12:00 AM EST)
What are we looking for?
Skills Required:
At least 2+ years of experience on a similar role
Strong working knowledge of financial markets and investments
Proficient in Excel (including macros and pivot tables) and Powerpoint
Background in banking and/or financial services industry
Strong computing skills: ability to navigate numerous data providers such as Bloomberg, Morningstar Direct, Pitchbook, Burgiss, etc.
Excellent communication skills
Nice to have:
CFA
Experience using Dasseti
What will you do?
Maintain, update, and add manager data and information in the system
Track record and portfolio company analysis and performance benchmarking
Assist with material preparation including due diligence memo
Provide market analysis
Assist with manager and reference calls
Assist and manage internal reporting covering market information and manager updates (i.e. quarterly asset class reviews, quarterly monitoring report for public securities, weekly private investment pipeline reports, attribution reports etc.)
Assist with external reporting covering market information and manager updates (i.e. public manager tear sheets, quarterly reporting for private managers, etc.)
Assist with ad hoc data requests
Work effectively with other teams throughout the organization
Other duties as assigned
Join the awesome team and enjoy these benefits & perks:
Medical, Dental Coverage and Life insurance from day 1 of employment
Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
Competitive salary package and annual appraisal
Financial Assistance Program
Mandatory Government Benefits and 13th Month Pay
Complimentary Sleeping Quarters, Coffee at no cost
Complimentary Office Fitness and Wellness Facilities at no cost
Regular Company Events, Work Life Balance, and Career growth opportunities
Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
#ConnectOS #ConnectOSCareers #TeamConnectOS
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
ConnectOS

Mandaluyong City, Metro Manila
Permanent
Full-time