Advisory Analyst  

The Advisory Analyst will be responsible for gathering relevant ownership data and disclosure information from various custodian banks, financial institutions, and other data sources.

He/she will be the primary point of contact for customers’ investor relations or other relevant area to help them understand the composition of their shareholder base by delivering quality, accurate, and timely shareholder analysis reports and insights on the financial markets, while meeting client deadlines.

He/she may create leads and assist sales managers to manage consulting sales and/or pre-sales. The Advisory Analyst establishes effective long-term relationships and high level of satisfaction with key senior-level decision makers at assigned group of customer accounts. Moreover, he/she provides external clients with objective strategic advisory services to improve organizational performance and long-term competitiveness.

The Advisory Analyst also creates demand for the organization's products and services by raising their profile with customers, and conducts regular status and strategy meetings with clients to understand their needs and link them to the organization's product/service strategies. Also, he/she engages in thought leadership and provides input into product development/quality improvement, and supports BU objectives of retention, revenue growth, operational excellence and driving greater efficiencies.

• Conducts research, analyze and interpret data from multiple sources, to identify accurate shareholder positions and peer performance to deliver shareholder analysis and commentary.
• Summarizes key movements and trends in the shareholder base.
• Proactively engages in regular client outreach providing sector development updates.
• Improves understanding of client's Investor Relations workflow to ensure service is aligned with their needs.
• Prepares materials and accompany Senior Analysts at client meetings to develop relationships and support retention of client base.
• Works closely with key stakeholders to retain client base.
• Engages with global colleagues to share knowledge across geographic teams.
• Works with the Senior Analysts in building and maintaining effective long-term client relationships.
• Provides external clients with advisory services to improve organizational performance and long-term competitiveness.
• Responsible for all tasks related to entering disclosure data into Nasdaq's proprietary database.

• Education Required: Business, Finance, or Economics Degree
• Experience Required: 0-2 years
• Above average to excellent English communication skills, both in oral and written forms.
• Special Qualifications: Proficiency in MS Office Tools – MS Outlook, Excel, MS Word, Adobe Pro

This is a regular full-time position (day or mid shift) located in Bonifacio Global City, Taguig. Desired start date is as soon as possible. Applications with resume attachments will be prioritized.