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

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 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.