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Investment Data Analyst

eClerx • IT Consulting & Digital Transformation • Business Process Outsourcing (BPO) • Bachelor's Degree • Ruby • Power BI • Microsoft Excel • 3 months ago
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Salary
≈ $16k – $36k per year (Estimated)
Location
In office (Manila)
Seniority
Senior · 5+ years exp

Confirmed on the employer's own hiring board on Oct 14, 2026. First seen by Alion on Jul 30, 2026. eClerx scores A on the Alion truth index.

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Company
Impact
Profile match

eClerx

eClerx is an Indian knowledge process outsourcing and analytics company that provides data management, operations, analytics and automation services to large enterprises. Founded in 2000 and listed on the Indian stock exchanges, it serves financial services, communications, retail, technology and media clients from delivery centres in India, the Philippines, Thailand and Europe, covering digital customer operations, financial markets operations and programmatic media buying. The company is headquartered in Mumbai, India.
eclerx.com • HQ: Mumbai, India • AI Consulting & Integration • IT Consulting & Digital Transformation • Analytics & BI Consulting • Business Process Outsourcing (BPO) • 5000+ employees • Est. 2000
Tech stack of eClerx
Backed by Peak XV Partners
Program:FAOBLI / Process Name:LMIDesignation:Senior AnalystNo of Head Count (s):1New Hires/Replacement Hires (HC) by DesignationNew HireBilled /Unbilled / BU / OPS BenchBilledSFDC ID for Billed New OpportunityN/AReasons to hire Unbilled / BenchN/AIs this resource part of Specialized ProgramNoCity / Location:ManilaStandardized skillset: [Refer attached excel]Data Analyst5+ years of experience in financial analysis/forecasting in PE, investment banking, consulting or in a

large corporate environmentKnowledgeable in advanced Excel formula and features (example: Power BI)Nature of Job: (Individual Contributor or Team management)Individual ContributorShift (APJ / EMEA / US / Any combination):USClient Interfacing : (Yes/No)YesTravel Involved : (Yes/No)NoDeputation Involved : (Yes/No)NoInterviewing Manager :Ruby Ricafrente

Abegail Brillantes

Jhunel BocalanReporting Manager :Abegail Brillantes / Jhunel BocalanEducational Background:Bachelor’s degree in Accounting, Finance, or a related field.Experience Required:At least 3 years of experience in BPO or Shared Service IndustryJob 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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