Research Analyst - Holdings

Research Analyst - Holdings

BISAM, a FactSet Company
Not Specified
Not Specified

Job Description


The Holdings Team in Manila collects and maintains Portfolio Holdings data. The team is responsible for keeping track of mutual fund portfolios which are publicly available, or 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.
Responsibilities:
  • Acquire and monitor the Mutual Fund's Portfolio Holdings on a regular basis to be able to integrate the data in our product. Coordinate with buy-side firms to get more accurate and competitive information
  • 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

Required Skills:
  • Bachelor's degree in the Languages, Humanities or any business-related course
  • Excellent research and analytical skills

Highly Desired:
  • Very good written and oral communication skills in English. Will be required to write emails to buy-side or sell-side firms to obtain information
  • Strong organizational skills
  • Enthusiastic, a strong sense of initiative

Job Details

Employment Types:

Function:

IT

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