Investment Reporting Analyst

2 weeks ago

Taguig, Philippines Q2 HR Solutions Full time

Work Setup Hybrid (3 days onsite, 2 days remote) About the Role As a Client Reporting Analyst , you will be responsible for producing accurate, timely, and insightful reports that reflect the latest developments in investment programs. Key Responsibilities Complete assigned reporting tasks independently, ensuring accuracy and timeliness Support ongoing projects and contribute to the coordination of team‑wide reporting activities Maintain quality and consistency across all content and presentations Specific responsibilities include: Writing investment commentary on new investments, cash flow activity, and valuation movements Drafting summaries of developments across various investment programs Preparing presentation slides with updates on portfolio performance and strategy Qualifications Bachelor’s degree in Finance , Economics , Business Administration , Accounting , or a related field At least 1 year of experience in any of the following: Investment operations Financial or fund reporting Client or stakeholder reporting Investment writing or commentary Strong written communication skills, especially in summarizing financial data or investment performance Proficiency in Microsoft Office (Word, Excel, PowerPoint); familiarity with reporting tools or platforms is a plus Preferred Experience writing investment commentaries or fund performance summaries Exposure to Bloomberg , SAP , Informatica , or similar financial systems Background in client servicing or investor relations Familiarity with valuation movements, portfolio updates, or fund‑level reporting Candidates that can start ASAP will be given special priority. #J-18808-Ljbffr

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