Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates)

issgovernance· Institutional Shareholder Services Philippines Inc.
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📍 Makati City, PhilippinesFull time

About this role

Join our dynamic team of researchers, working collaboratively to deliver timely, high quality financial data. This will be under Market Intelligence MarketPulse Fee & Expense Team.

Be part of a multinational global leader providing industry tools that guide many of the largest players in the mutual fund industry. You are analytical, technically savvy, and pride yourself on your high level of independent judgment, attention to detail, and your ability to thrive in both a team setting and independently. 

Responsibilities

  • Utilize the SEC Edgar and other regional 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 through the collected financial regulatory documents to capture key industry data from and put it into a proprietary system.

  • Verify calculations done by a proprietary system before it is released to client-facing applications and used for research reports.

  • Conduct data quality assurance: identifying and analyzing data quality issues 

  • Work collaboratively with team members both in the Philippines and in the U.S. to deliver mutual fund and ETF data to clients on timely basis

  • Actively cross-train and expand opportunities to work on various related research responsibilities 

  • Read and understand mutual fund investment strategies and objectives to properly tag them for client-facing applications

  • Determine relevant and interesting industry changes and summarize findings in a weekly newsletter

  • Create and update documentation of work processes and maintain institutional knowledge in a centralized, web-based database 

  • Support relevant process improvements, as well as technology projects, by contributing to specifications and testing deliverables 

  • Special projects as assigned 

  • Keep up to date on financial industry news and market trends 

Qualifications

  • Bachelor's degree in Management, Finance, Business, or a closely related field, or equivalent experience 

  • Strong mathematical skills 

  • Strong verbal and written communication skills 

  • Demonstrated troubleshooting, follow-through, and critical thinking skills 

  • Ability to work cooperatively and strategically in a team environment (can thrive in a cross-border / multi-cultural team) 

Experience working with any of the following would be a plus:  

  • With at least a year of relative work experience gathering and analyzing financial data. 

  • Proficiency in using MS Excel for financial data manipulation and preparation. 

  • Familiarity with annual reports and board reporting (15c, AoV) 

  • Knowledge of mutual fund fee structures 

Work Location & Schedule:

  • Amenable working at Makati City on a permanent late dayshift schedule (12nn- 9pm, Manila Time)

  • Amenable to undergo 3-6 months of onsite training prior to transitioning to hybrid working arrangement

  • Hybrid working arrangement (at least 3 days' work onsite per week)

FRESH GRADUATES ARE ENCOURAGED TO APPLY

#LI-MP1

#ENTRYLEVEL

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What You Can Expect from Us

Our people are the moving force behind our work. We are committed to building a culture that values diverse skills, perspectives, and experiences. If you have the skills, passion, and drive to help us bring clarity and transparency to capital markets, we want to work with you.


Together, we can grow your career in an environment that fuels creativity, drives innovation, and has real impact.


About ISS STOXX

ISS STOXX delivers world-class research, data, and technology solutions that empower capital market participants to pursue their visions with confidence. Our expertise spans indices, corporate governance, sustainability, cyber risk, and fund intelligence, giving clients the tools they need to uncover opportunities, manage risks, and navigate evolving regulations. We are made up of 4,000 professionals operating across 20 countries and serving approximately 5,000 clients, including many of the world’s leading institutional investors. Our scale and reach give us deep market knowledge, while our innovative methodologies allow us to offer our clients tailored insights that drive impact and success.  


ISS Market Intelligence serves as a gateway to the global financial services industry, empowering market participants to assess target markets, identify opportunities for growth, and execute comprehensive go-to-market initiatives through a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, and industry-leading media brands.



Visit our website: https://www.iss-stoxx.com/      

Learn more: https://www.issmarketintelligence.com/

View additional open roles: https://www.iss-stoxx.com/about/careers/     


ISS STOXX is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.

Frequently Asked Questions

Is the salary disclosed for the Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) position at issgovernance?
The salary for this Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) role at issgovernance is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) position at issgovernance located?
This Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) role at issgovernance is based in Makati City, Philippines. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) role at issgovernance full-time or part-time?
This is listed as a Full time position. It is posted as a Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) role in the Institutional Shareholder Services Philippines Inc. department at issgovernance.
Which team or department does the Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) at issgovernance belong to?
This Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) position is part of the Institutional Shareholder Services Philippines Inc. department at issgovernance. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) position at issgovernance?
Click the "Apply Now" button on this page. You will be redirected to issgovernance's official application portal hosted on workday where you can submit your application directly.
When was the Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) job at issgovernance posted?
This Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates) position at issgovernance was posted on Sep 30, 2026. Apply as soon as possible — early applications are often reviewed first.
Junior Analyst - Mutual Fund Fee & Expense (Open to Fresh Graduates)
issgovernance
Apply for this role ↗

You'll be redirected to issgovernance's official application page on Workday.