Logo of Huzzle

Home

Matches

Explore

Manage

Research Analyst

image

FactSet

24d ago

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Research & Development
    Banking & Finance
  • Manila
  • Quick Apply

AI generated summary

  • You need a degree in Commerce or related fields, strong research and communication skills, Excel proficiency, adaptability, and organizational skills for this role.
  • You will manage and update institutional and fund coverage, analyze ownership data, track financial press, and ensure timely processing of ownership changes and disclosures.

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

  • 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
  • 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
  • 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 is the primary role of a Research Analyst at FactSet?

The primary role of a Research Analyst at FactSet is to collate, maintain, and update relevant fields in the database with accurate financial information, analyze content sets, and ensure data quality for FactSet clients.

What educational background is required for this position?

An undergraduate degree in Commerce, Business Management, Finance, Accounting, Economics, or a related field is required for this position.

What kind of skills are necessary for a Research Analyst?

Necessary skills include excellent research and analytical abilities, strong written and oral communication skills in English, strong organizational skills, a good command of Excel, and the ability to adapt to changes in country coverage.

Are there specific teams that the Research Analyst will work with?

Yes, the Research Analyst will work with multiple teams within the Ownership group, specifically the Financial Sponsors, Holdings, and Stakes teams.

How does the Research Analyst contribute to the team's goals?

The Research Analyst contributes by meeting individual performance targets, maintaining accurate data coverage, and assisting in the overall success of the team through collaboration and adherence to established work processes.

Is experience in the finance sector required for this role?

While a background in finance is beneficial, the job description primarily focuses on the educational requirements and skills. Applicants from related fields are also encouraged to apply.

What tools will a Research Analyst use in their daily tasks?

A Research Analyst will use databases and software to collect and process content/data and must be computer literate, particularly in manipulating large spreadsheets using Excel.

What types of data will the Research Analyst be managing?

The Research Analyst will manage a variety of financial data, including institutional and contact data, mutual fund holdings, and stakes and insider ownership information in public companies.

Is there any support for individuals returning to the workforce?

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

Does FactSet have a commitment to diversity in hiring?

Yes, FactSet celebrates diversity of thought, experience, and perspective and is committed to a transparent hiring process, considering all qualified applicants regardless of various backgrounds.

image

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.