Reporting and Performance Analyst

Date:  Oct 6, 2025
Location: 

Makati City, National Capital Region, PH

Business Unit:  Trust and Investments Group
Department:  Operations

Job Summary

Calculating, validating, and interpreting portfolio investment results, attribution, and analytics in support of internal stakeholders. Assisting the Reporting & Performance Manager in the effective implementation of performance systems and tools.

 

Responsibilities

  • Maintain Performance Attribution System and Database
  • Ensure procedures are followed to review the accuracy and integrity of static data for assigned portfolios, benchmarks, and other information.
  • Prepare Investment Performance Reports
  • Generate periodic reports that support client reporting for submission to the Performance Analytics Manager.
  • Prepare Historical Performance Reports
  • Include risk-adjusted performance measures of identified Trust portfolios.
  • Understand and Calculate Performance Returns
  • Obtain a strong understanding of performance calculations and manually calculate returns when needed.
  • Respond to Inquiries and Handle both recurring and ad-hoc inquiries related to performance data and reports.
  • Coordinate with Stakeholders Work with external providers, internal and external audit teams, and internal stakeholders on performance analytics-related queries or requests.
  • Coordinate with IT Group Assist in the implementation of performance analytics application systems.
  • Perform other tasks as assigned by the Head from time to time. 

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 23816