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Research Analyst

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FactSet

27d ago

  • Job
    Full-time
    Entry Level
  • Manila
  • Quick Apply

AI generated summary

  • You need an undergrad degree in Commerce/Finance, strong research/analytical skills, Excel proficiency, good communication, and organizational skills. Must adapt and show initiative.
  • You will manage institutional coverage, identify information sources, track financial press, update ownership data, and analyze stakes, ensuring compliance and timely reporting.

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

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

FAQs

What are the main responsibilities of a Research Analyst at FactSet?

The main responsibilities include collating, maintaining, and updating relevant fields in the database with accurate information, analyzing content sets, managing institutional/fund/contact coverage, and keeping up with financial press and regulations related to institutions and funds.

What qualifications are required for the Research Analyst position?

An undergraduate degree in Commerce, Business Management, Finance, Accounting, Economics, or an equivalent field is required, along with excellent research and analytical skills, computer literacy, and a good command of English.

Is experience in finance necessary for this role?

While experience in finance can be beneficial, it is not explicitly required. The key qualifications are a relevant degree and strong research and analytical skills.

How does the Research Analyst work with other teams at FactSet?

The Research Analyst collaborates with multiple teams, including Financial Sponsors, Holdings, and Stakes, to provide accurate and reliable quantitative financial market data through dynamic interaction and support for data collection and analysis.

What software skills are necessary for the Research Analyst position?

Strong knowledge of Excel is important, specifically the ability to manipulate large spreadsheets, as well as proficient use of the database and software for collection and processing of content/data.

Is there a focus on diversity and inclusion at FactSet?

Yes, FactSet celebrates diversity of thought, experience, and perspective and is committed to disrupting bias and maintaining a transparent hiring process.

How is the performance of a Research Analyst evaluated?

Performance is evaluated based on the achievement of individual targets, the quality of data processed, and the ability to meet the team's business goals while adhering to established rules and processes.

Are there opportunities for career support for those returning to the workforce?

Yes, FactSet encourages individuals returning from a break to apply and offers support to help relaunch their careers.

FactSet

#NotJustTheFacts

Consulting
Industry
10,001+
Employees
1978
Founded Year

Mission & Purpose

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.