Business Intelligence Analyst

ATR Asset Management (ATRAM)

Makati City, Metro Manila
Permanent
Full-time

20 days ago

Role Summary:The Business Intelligence Analyst is responsible for assisting the Business Intelligence and Governance Unit and Strategic Planning Committee of the firm. He/she will maintain and develop business data, perform financial modeling and quantitative and qualitative research when needed, assist the strategic planning committee in corporate planning cycles and business planning, contribute to key M&A activities of the firm, and provide support to ad hoc strategic initiatives and projects identified by top management.Main Duties and Responsibilities:

Develop, create and maintain various databases to be used for customer, commercial,

operational enterprise analytics, and different business units as well as reports to provide stakeholders with actionable insights

Assist in monitoring and analyzing business data and performance metrics against

strategic goals and industry performance indicators

Create financial models and conduct qualitative and quantitative research for various

purposes including but not limited to business and corporate planning, M&A activities, and strategic initiatives and special projects

Assist business unit heads in alignment with corporate goals and cross department

informational needs.

Collaborate with senior management to help implement strategic initiatives and assist in managing organizational changes driven by new strategies.
Research and report on developments regarding competitor strategies, brands, sales,

campaigns, products and position in the market and identify trends in the industry

Research and stay abreast of capital/financial market developments as well as

government policies and regulation particularly those affecting the performance of
fiduciary responsibilities and development of new products

Liaise, build and maintain good rapport with the different departments, i.e. front and back offices
Comply with regulatory requirements, company and group policies; maintain compliance awareness

Education and Experiences required:

Bachelor’s/College Degree in Business, Finance, Economics, Banking, Commerce or equivalent
Asset management or related industry is preferred
Open for Fresh Graduates
1-2 years of work experience in banking, finance, or investments (highly preferred but not required)

Competencies required:

Basic financial modeling knowledge/skills is the primary requirement
Good business acumen, preferably with knowledge in business analysis and

corporate/business-level strategy formulation

Good communication skills (both written and verbal) and interpersonal skills
Critical thinking; finance/strategy oriented
Efficient, thorough and detail-oriented
Persistent - has follow-through
Proficiency in computer applications such as Microsoft Word, Excel, Powerpoint, etc.
Knowledge/skills in Power BI Analytics highly preferred
High level of integrity
Knowledge of basic strategic management
Knowledge of asset management products
Knowledge of economics and financial market

Entry Level / Junior, Apprentice Accounting and Finance Investment Management / Hedge Fund / Private Equity 1 opening Bachelor's degree graduateThe ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust). In 2009, the ATRAM Group decided to expand its presence in the fast-growing domestic asset management industry by forming a dedicated business group called ATR Asset Management Group (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients.Why join us?We are the leading Digitally-powered Asset and Wealth Management ﬁrm serving institutional clients and retail customers, providing innovative products and unique customer experiences delivered through technology-enabled platforms. Our goal is to secure our clients’ ﬁnancial future ATRAM offers a professional, fair and progressive work environment. In addition, ATRAM strongly supports career development and work-life balance for its employees.

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