Financial Reporting Analyst

Straive; Taguig; On-site; PHP 450,000 - 750,000; Full time

Job summary

Straive is seeking a Financial Reporting Analyst to transform investment activity and performance insights into clear client-ready reports. The role suits someone who enjoys data analysis, translating complex developments into simple narratives, and coordinating with multiple teams to ensure timely content.

You’ll review portfolio activity, deliver recurring reports across asset classes, and deepen knowledge of investment strategies and products.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 3+ years of experience in reporting, investment analysis, or financial markets.
• Strong English written communication.

Responsibilities

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

Skills

SQL

Excel

Data analysis

Financial reporting

English communication

Education

Bachelor's degree in Finance or related field

Tools

PowerPoint

Word

Outlook

Job description

We’re looking for a Financial Reporting Analyst who can turn investment activity and performance insights into clear, client-ready reports. This role is ideal for someone who enjoys analyzing data, translating complex developments into simple narratives, and working with multiple teams to deliver accurate and timely content.

What You’ll Do

• Review portfolio activity and summarize key movements, major investments, valuation changes, and other notable events 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 strong 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 the necessary approvals.

What We’re Looking For

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• At least 3 years 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 plus.
• Knowledge of SQL and experience building Excel-based tools is an advantage.