Junior Research Analyst- Mutual Fund & Expense Data

1-3 years
21 days ago
Job Description

Let's be #BrilliantTogether


ISS is growing! 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 the mutual fund industry.


  • 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 website, 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.

Training & Experience
  • Bachelor's degree in Management, Finance, Business or a closely related field (Fresh graduates are highly accepted).
  • 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 midshift schedule (2 pm 11 PM, Manila Time)
  • Amenable to go on a 2-month onsite training prior to transitioning to hybrid working arrangement.
  • Hybrid working arrangement (at least 3 days work onsite per week)



What You Can Expect From Us

Our people are the moving force behind ISS. 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

ISS empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics, and insight. We are committed to positively impacting the environment and society through our market-leading solutions and leading by example.

Specifically, the ISS ESG solutions enable investors to develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through screening solutions. It provides climate data, analytics, and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. In addition, ISS ESG solutions cover corporate and country ESG research and ratings, enabling its clients to identify material social and environmental risks and opportunities.

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.