As a Portfolio Analyst, you will play a critical role in conducting detailed portfolio analyses and preparing comprehensive reports. This includes gathering and analyzing historical data about past events and circumstances related to specific product purchases and interpreting financial metrics and regulatory/legal restrictions impacting the portfolio. The role requires proficiency in utilizing specialized software to attribute portfolio performance to individual securities or asset allocations.

QUALIFICATIONS & SKILLS

- Graduate with a Bachelor's Degree in BSBA, Accounting, Management, Finance, or any 4-year course

- Preferably with related working experience

- Highly motivated

- Fast learner and willing to be trained

Technical Skills

- Proficiency in Microsoft Office (Word, Excel, PowerPoint).

- Familiarity with portfolio analysis software is an advantage.

Willing to be assigned to:

TASCOR Compound, 1-C, Anabu Rd, Imus, Cavite, Philippines