Research Operations Analyst (US Wealth Management, Office-based)
Posted: 1 days ago
Job Description
Schedule: Monday - Friday (9PM - 6AM/10PM - 7AM PHT)What are we looking for?Skills RequiredBachelor's degree in economics, finance, mathematics or a quantitative scienceCFA preferred2 years' experience preferredStrong working knowledge of financial markets and investmentsProficient in Excel (including macros and pivot tables) and PowerpointStrong math skillsStrong computing skills: ability to navigate numerous data providers such as Bloomberg, Morningstar Direct, Pitchbook, Burgiss, othersExcellent interpersonal and communication skills including presentation skillsAbility to work independentlyNice To HaveCFAWhat will you do?Manage information within our manager databaseProvide support for our due diligence process in the form of manager analysis and benchmarkingDeveloping materials and presentations for internal and external useManager data & information managementDasseti software oversight (set up new managers and products, add manager updates, add notes, etc.)Data room management for potential new managersAssist with due diligence requirementsTrack record and portfolio company analysis and performance benchmarkingAssist with material preparation including due diligence memoProvide market analysisAssist with manager and reference callsAssist with reportingManage 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 requestsWork effectively with other teams throughout the organizationOther duties as assignedJoin the awesome team and enjoy these benefits & perks:Medical, Dental Coverage and Life insurance from day 1 of employment with 2 HMO dependentsPaid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)Competitive salary package and annual appraisalFinancial Assistance ProgramMandatory Government Benefits and 13th Month PayComplimentary Sleeping Quarters, Coffee at no costComplimentary Office Fitness and Wellness Facilities at no costGrabPay CreditsRegular Company Events, Work Life Balance, and Career growth opportunitiesAccessible location at the heart of Metro Manila --- the Mega Tower, EDSAJOIN 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 #TeamConnectOS # ConnectOSRecruitmentEqual Employment StatementEmployment 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.
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