Client Reporting Support Specialist/Investment Writer

1 week ago

Taguig, National Capital Region, Philippines LanceSoft Inc Full time ₱378,000 - ₱468,000 per year

A Client Reporting Support Specialist focuses on mastering their task portfolio and building the necessary know how 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 and activities and valuation movements of investments.

  • Draft text summarizing latest developments of investments programs.

  • Prepare presentation slides containing updates on developments of investments programs.

Qualifications:

  • 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 details, organization skills and ability to prioritize multiple tasks.
  • Fluency with MS office application such as Word, Excel, and Powerpoint.

Job Highlights/Details:

  • Location: Seven Neo, BGC Taguig
  • Work Schedule: Monday -Friday work schedule regular day shift

3x Onsite, 2x Work-from-home set up

Job Types: Full-time, Fresh graduate

Pay: Php35, Php39,000.00 per month

Benefits:

  • Company events
  • Life insurance
  • Opportunities for promotion
  • Paid training
  • Promotion to permanent employee

Work Location: In person

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