Client-Facing Financial Reporting Analyst

Straive; Taguig; On-site; PHP 420,000 - 660,000; Full time

Job summary

Straive in Manila is seeking a Financial Reporting Analyst to turn investment activity and performance insights into client-ready reports. You will analyze data, translate complex developments into clear narratives, and collaborate with multiple teams to deliver accurate and timely content.

The role requires a Bachelor’s degree in a related field and at least 1 year of experience in reporting or financial markets, with strong English writing skills and proficiency in Microsoft Office.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• At least 1 year of experience in reporting, investment analysis, or financial markets.
• Strong interest in the financial industry, particularly private markets.
• Excellent organizational skills and comfort working with tight timelines.
• Strong analytical skills, with the ability to turn data into clear and compelling messages.
• Excellent written communication and fluency in English.
• Solid skills in Word, Excel, Outlook, and PowerPoint.
• Experience working with clients or stakeholders is a must.
• Knowledge of SQL and experience building Excel-based tools is an advantage.

Responsibilities

• Review portfolio activity and summarize key movements for client reports.
• Deliver recurring product reports across different asset classes with accuracy and consistency.
• Work closely with internal teams to gather information and align on content requirements.
• Build knowledge of the firm’s investment strategies, products, and asset classes.
• Ensure reports are delivered with high quality and follow internal standards.
• Coordinate with stakeholders to validate information and secure approvals.

Skills

Analytical skills

Written communication

English fluency

Organizational skills

Time management

Client/stakeholder experience

SQL knowledge

Excel-based tools

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Word

Excel

Outlook

PowerPoint

Job description

Straive in Manila is seeking a Financial Reporting Analyst to turn investment activity and performance insights into client-ready reports. You will analyze data, translate complex developments into clear narratives, and collaborate with multiple teams to deliver accurate and timely content.

The role requires a Bachelor’s degree in a related field and at least 1 year of experience in reporting or financial markets, with strong English writing skills and proficiency in Microsoft Office.