Job Description

Junior Analyst role focused on gathering and analyzing mutual fund financial data for a global leader in financial research and technology.

Your Role

Key responsibilities include:

  • Utilize SEC Edgar and other regulatory websites, mutual fund company websites, and the Internet to gather financial regulatory documents
  • Collect financial regulatory documents of open-end, closed-end, and variable annuity mutual funds and ETFs for a document library and further analysis
  • Read and extract key industry data from financial regulatory documents into a proprietary system
  • Verify calculations done by proprietary systems before release to client-facing applications and research reports
  • Conduct data quality assurance by identifying and analyzing data quality issuesCollaborate with team members in the Philippines and U.S. to deliver mutual fund and ETF data to clients timely
  • Cross-train and expand responsibilities on...

Apply for this Position

Ready to join Upcap? Click the button below to submit your application.

Submit Application