Deal Operations & Reporting Specialist

Credit Guarantee and Investment Facility; Metro Manila; On-site; PHP 335,000 - 558,000; Full time

Job summary

Credit Guarantee and Investment Facility is seeking a proactive Administrative Assistant to support the Deal Operations Department with comprehensive administrative, reporting, and data-management duties. The role involves coordinating travel, preparing reports, and ensuring timely processing of documents in line with CGIF standards.

The candidate should have a university degree in Finance, Economics, Investment or Accounting, with at least 2 years in a financial institution or rating agency.

Qualifications

• Excellent command of written and spoken English.
• Minimum 2 years of experience in a financial institution or rating agency.
• Ability to analyze, validate, and present financial, operational, and numerical data for reports and management information.
• Strong MS Office, Power BI, and data handling skills.

Responsibilities

• Manage schedules, meetings, and travel requirements for supervisors and team members.
• Prepare, consolidate, validate, and format reports, board papers, and memos for the VPO and departments.
• Assist in gathering and maintaining operational and reporting data, including Power BI validation.
• Coordinate information for periodic internal and external reporting to management, board, and stakeholders.
• Prepare travel requests and reimbursements according to CGIF policy.
• Coordinate procurement and subscriptions, ensure timely, compliant documentation.
• Distribute incoming mail and ensure outgoing mail is dispatched on time.
• Provide reception services and handle queries from callers and staff.
• Maintain accurate electronic and physical records and document repositories.

Skills

English communication

Data analysis

Time management

Collaboration

Prioritization

Education

University degree in Finance, Economics, Investment, Accounting or equivalent

Tools

Power BI

Excel

PowerPoint

MS Office

Job description

Credit Guarantee and Investment Facility is seeking a proactive Administrative Assistant to support the Deal Operations Department with comprehensive administrative, reporting, and data-management duties. The role involves coordinating travel, preparing reports, and ensuring timely processing of documents in line with CGIF standards.

The candidate should have a university degree in Finance, Economics, Investment or Accounting, with at least 2 years in a financial institution or rating agency.