Research Analyst
at FactSet
Posted 6 days ago
No clicks
- Compensation
- Not specified
- City
- Manila
- Country
- Philippines
Currency: Not specified
Join FactSet as a Research Analyst in Manila's Ownership group. You will collate, maintain, and update database fields with accurate information according to defined processes, reviewing official updates from feeds, corporate actions, press releases and reports to provide real-time, high-quality data to clients. You will analyze content sets quickly and in accordance with established rules, and support the team in achieving its goals by meeting individual targets. This role requires on-site work three times per week.
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
Job Description
Your Team's Impact
The Ownership group in Manila is comprised of multiple teams – (1) Financial Sponsors, (2) Holdings and (3) Stakes. Collectively, the group aims to provide accurate, reliable quantitative financial market data while simultaneously pushing for continuous improvement in production, coverage, and timeliness to our internal and external clients.
Financial Sponsors
The Financial Sponsor Team in Manila collects and maintains Institutional and Contact data for buy-side and sell-side firms. The team is responsible for keeping track of research analysts and investment personnel at these firms. They also provide research and concordance support for various datasets and collection processes owned by other groups. The Financial Sponsor group is spread across several offices, and the dynamic interaction between various teams is essential to the group’s workflow and success.
Holdings
The Holdings Team in Manila collects and maintains Mutual Fund holdings and static data. The team is responsible for keeping track of mutual fund portfolios, which are publicly available or available 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.
Stakes
The Stakes Team in Manila collects and maintains Stakes and Insider Ownership information for public companies in markets. The team is responsible for following and documenting the evolution of relevant sources and regulations in different markets. They also provide research and concordance support for various datasets and collection processes owned by other groups. The Stakes group is spread across several offices, and the dynamic interaction between various teams is essential to the group’s workflow and success.
As a Research Analyst, you will be responsible for collating, maintaining, and updating relevant fields in the database with accurate information in accordance with the defined work process. You will be analyzing these content sets by reviewing official updates from our trusted sources that can be in the form of feeds, corporate action mails, press releases, and other reports; thereby making it available to FactSet clients in real-time and in top quality. You will report to the Team Lead and assist in meeting the team’s business goals by meeting your individual targets. You are expected to work onsite three times a week.
What You'll Do
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
What We're Looking For
Required Skills
Graduate in Commerce / Business Management / Finance / Accounting / Economics or equivalent
Computer Literacy to effectively use the database and software for collection and processing of content/data
Good Knowledge of financial markets to ensure effective understanding of assigned content/market
Desired Skills
Must have good communications skills - written & verbal need to interact with external and internal clients
Numerical skills to ensure understanding of the financial data to be collected and/or processed
Analytical skills and detail orientation to ensure accuracy of data
Good knowledge of Excel. Must be able to manipulate large spreadsheets
Business process demands to work in night shifts
Willing to work extended hours as per the business needs
Willing to be assigned to other projects
Driven by success, enthusiasm, and a desire to exceed target
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodation to help them achieve success both at work and in their personal lives.
A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
Career progression planning with dedicated time each month for learning and development.
Business Resource Groups Open to all employees that serve as a catalyst for connection, growth, and belonging.
Learn more about our benefits here.
Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.
Company Overview:
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
