Junior Analyst - Mutual Fund Fee & Expense

Let’s be #BrilliantTogether

Join Our Growing Team at ISS STOXX!

Join our dynamic team of researchers, working collaboratively to deliver timely, high quality financial data. Be part of a multinational global leader providing industry tools that guide many of the largest players in mutual fund industry. You are analytical, technically savvy, and pride yourself on your high level of independent judgment, attention to detail, and your ability to thrive in both a team setting and independently.

Responsibilities:

• Research financial regulatory documents of open, closed-end, and variable annuity mutual funds and ETFs
• Analyze and capture key industry data for client-facing applications and research reports 
• Work collaboratively with team members both in the Philippines and in the U.S.
• Effectively utilize proprietary databases, the SEC Edgar and other regional regulatory websites, mutual fund company websites, and the Internet to complete research
• Perform data quality assurance: identifying and analyzing data quality issues
• Actively cross-train and expand opportunities to work on various related research responsibilities
• Do in-depth analysis of mutual fund investment strategies and objectives
• Determine relevant and interesting industry changes and summarize concisely in client reports
• Create and update documentation of work processes and maintain institutional knowledge in a centralized, web-based database
• Support relevant process improvements, as well as technology projects, by contributing to specifications and testing deliverables
• Special projects as assigned
• Keep up to date on financial industry news and market trends

Qualifications:

• Bachelor’s degree in Management, Finance, Business or a closely related field, or equivalent experience
• Preferably has at least a year of relative work experience gathering and analyzing financial data.
• Strong mathematical skills
• Strong verbal and written communication skills
• Demonstrated troubleshooting, follow-through, and critical thinking skills
• Ability to work cooperatively and strategically in a team environment (can thrive in a cross-border / multi-cultural team)

Experience working with any of the following would be a plus:

• Proficiency in using MS Excel for financial data manipulation and preparation.
• Familiarity with annual reports and board reporting (15c, AoV)
• Knowledge of mutual fund fee structures

Work Location & Schedule:

• Amenable working at Makati City on a permanent late dayshift schedule (12nn- 9pm, Manila Time)
• Amenable to go on an onsite training for at least 2 months prior to transitioning to hybrid working arrangement.
• Hybrid working arrangement (at least 3 days' work onsite per week)

#LI-MP1

#ENTRYLEVEL

#MIN

What you can expect from us

Our people are the moving force behind ISS STOXX. We are dedicated to hiring the best, most talented people in our industry and empowering them with the resources and support to enhance their career, health, financial and personal well-being. 

We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are invested in our people and are working every day to ensure a diverse, equitable, and inclusive workplace.

Let’s empower, collaborate, and inspire one another. 

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. 

Visit our website: https://www.issgovernance.com

View additional open roles: https://www.issgovernance.com/join-the-iss-team/

Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.