Fund Specialist - Global Fund Analytics

Full-time Finance

Role Summary

The Fund Specialist will apply investment knowledge and primary source research to classify funds and write descriptive reports on Exchange‑Traded Funds and Mutual Funds investment strategies. The position requires problem‑solving and critical‑thinking skills to ensure consistent, unbiased classification of funds and to contribute to system enhancements. The specialist will serve as the subject matter expert on fund classification for the FactSet Manila office and, as the role advances, will be expected to train junior team members.

Responsibilities

• Classify funds 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 manage...