Research Analyst

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 Teams 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 Youll 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 Were 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
  
  

 

Whats 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.

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