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Investment Data Analyst

fa-ewji-saasfaprod1

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  1. Why do you want to join fa-ewji-saasfaprod1?
  2. What is your experience with Excel? Tell me one thing you learned the hard way.
  3. How do you check that your numbers are right before you share them?
  4. Walk me through a dashboard or report you built. Who used it, and for what?
  5. Explain a join or a window function you have used, and why you needed it.

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Program: FAO BLI / Process Name: LMI Designation: Senior Analyst No of Head Count (s): 1 New Hires/Replacement Hires (HC) by Designation New Hire Billed /Unbilled / BU / OPS Bench Billed SFDC ID for Billed New Opportunity N/A Reasons to hire Unbilled / Bench N/A Is this resource part of Specialized Program No City / Location: Manila Standardized skillset: [Refer attached excel] Data Analyst 5+ years of experience in financial analysis/forecasting in PE, investment banking, consulting or in a large corporate environment Knowledgeable in advanced Excel formula and features (example: Power BI) Nature of Job: (Individual Contributor or Team management) Individual Contributor Shift (APJ / EMEA / US / Any combination): US Client Interfacing : (Yes/No) Yes Travel Involved : (Yes/No) No Deputation Involved : (Yes/No) No Interviewing Manager : Ruby Ricafrente Abegail Brillantes Jhunel Bocalan Reporting Manager : Abegail Brillantes / Jhunel Bocalan Educational Background: Bachelor’s degree in Accounting, Finance, or a related field. Experience Required: At least 3 years of experience in BPO or Shared Service Industry Job Description: 1. Prepare Monthly Private Investment Reports - Responsible for manually preparing two monthly reports for the customer’s private credit team, including the Private Investments Account Allocation Report and Data Mart File. 2. Analyze Investment Exposure and Allocation - Prepare reports showing the customer’s actual investment exposure per legal entity versus target allocation, ensuring accurate reporting of investment positions. 3. Reconcile Private Credit Portfolio Data - Reconcile key data points such as spreads, current balances, commitments, and unfunded commitments across the customer’s private credit portfolio. 4. Manage Data from Multiple Internal and External Sources - Gather and consolidate information from several sources, including Excel-based files, Aladdin, WSO, manual loan admin statements, and other related systems or reports. 5. Apply Advanced Financial Analysis and Excel Skills

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Listed on oraclehcm · posted 2026-07-30. ApplySarthi collects openings and links to application pages; the role is advertised by fa-ewji-saasfaprod1, not by us.