Client Investment Reporting Analyst

7 days ago

Taguig, National Capital Region, Philippines Q2 HR Solutions Full time ₱250,000 - ₱500,000 per year

WORK SET-UP: Hybrid (3 days onsite, 2 days remote)

LOCATION: Bonifacio Global City, Taguig City

SHIFT: 9:00 AM to 6:00 PM (Might change depending on the business needs)

Job Details

What it's about

The Client Reporting Team produces and curates content for our internal and external stakeholders ensuring productivity, timeliness and quality standards are met.

A Client Reporting Support Specialist focuses on mastering their task portfolio and building the necessary knowhow to work independently.

Responsibilities:

  • Independently delivers on assigned tasks and duties, fulfilling the defined task portfolio in a timely and error-free manner
  • Assists on projects and contributes to the coordination and execution of centralized tasks on behalf of the team
  • Ensures delivery of high quality output within agreed timelines
  • Tasks include the following:
  • Compose commentary describing newly completed investments, cashflow activities and valuation movements of investments
  • Draft text summarizing latest developments of investment programs
  • Prepare presentation slides containing updates on developments of investment programs

What we expect

  • Bachelor's degree in Finance, Economics, Business Management, Business Administration or equivalent
  • Preferably with 1-2 years of relevant working experience or a fresh graduate with relevant internships or qualifications
  • Strong oral and written communication skills
  • Strong attention to detail, organization skills and ability to prioritize multiple tasks
  • Fluency with MS office applications such as Word, Excel, and PowerPoint

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