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Client Services Analyst (Finance and Investment) - Makati

Job Category:

Administration / Corporate Services

Job Level:

Entry Level

Open Date:




Close date:


Client Overview:

A research based company that helps investors build and manage better portfolios.

Their line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research. 

Client Industry:


Job Description and Qualification:

  • 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.

  • 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.