Client Services Analyst (Finance and Investment) - Makati
John Clements Consultants Inc
3d ago
  • Open to graduates with majors in math, statistics or mathematical finance. Open also to graduates of engineering, computer science and IT-
  • related courses with a sound understanding of finance

  • 1-3 years relevant experience in a global environment but new graduates with a bachelors or masters degree in the courses mentioned above are welcome to apply
  • Required skill(s) :
  • strong interest in finance and investment (preferably - portfolio management analytics, market / investment, factor analysis)
  • strong customer and client service skills -Preferably someone with an experience in client facing servicing (email or phone)
  • Possesses strong analytical, and problem solving skills
  • Must have excellent verbal and written communication skills in English
  • Must be tech savvy
  • Must be flexible, adaptable, and a team player
  • Can work efficiently in diverse cultures
  • Advantage : experience in systems implementation / support, some background in programming and database management in relation to finance,experience in serving external financial institutional clients
  • Can start March 1 and open to work in project based employment (10 months) possible extension
  • Studying for a Finance related professional qualification (e.g. CFA, FRM) is an advatage
  • Applicants must be willing to work in MAKATI.
  • Responsibilities :

  • handle inquiries received via email or phone regarding portfolio / risk management analytics business
  • providing guidance in the usage of its portfolio / risk management application tools
  • providing basic details of equity models
  • troubleshooting functionality / system issues of the application tools
  • We prioritize walk in applicants. You may directly apply at 2F RCI BULDING, 105 RADA ST., LEGASPI VILLAGE, MAKATI CITY. Look for Kari.

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