Fund Description Specialist
Manila, PHL
3d ago

The Fund Description Specialist will apply investment knowledge and primary source research to classify funds, and to write descriptive reports on Exchange-Traded Funds and Mutual Funds investment strategies.

This position will serve as a subject matter expert on fund classification for the FactSet Manila office. As the Fund Description Specialist advances, s / he will be expected to train junior team members.

FactSet’s ETF Analytics team is dedicated to making FactSet the global leader in institutional-level ETF Analysis. With a focus on quality and expertise in all facets of ETF exposures, costs, and risks, ETF Analytics serves as FactSet’s in-house ETF experts.

The ETF Analytics team is poised to be a center of innovation and growth within FactSet.

Responsibilities :

Classify ETFs using FactSet’s proprietary methodology

Compose overview of fund characteristics

Compose brief fund descriptions

Respond to client queries on classifications and overview text

  • Demonstrate continuous learning of fund classifications and evaluation
  • Actively share ideas towards process and output improvements
  • Independent management of the workload assigned within stipulated timeline
  • Report and consult team mentor / leader / manager for any and all work related questions and concerns
  • Mentor / train and coach less experienced hires
  • Requirements :

    Candidate must possess a Bachelor's / College Degree in Finance, Business-related equivalents OR Degree in Communication, Journalism equivalents

    Strong written English language communication skills

    Attention to detail and diligence to task

    Ability to collaborate and to reach out for clarification and feedback from supervisors

    Willingness to work with remote managers

    Willingess to undergo training for 3-5 months in a GY Shift (10 : 00pm-6 : 00am)

    Working schedule after the training is Midshift

    Include a formal cover letter along with your resume / CV narrating your interest and qualifications for the role

    Desired Skills :

    CFA or progress towards CFA is strongly preferred

    Experience in and understanding one or more of the following : ETFs, Mutual Funds

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