Investment Analytics & Reporting Specialist (Hybrid)

Bolder Group; Pampanga; Hybrid; PHP 520.000 - 800.000; Vollzeit

Benefits dieser Stelle

Health Coverage: HMO on day one

Life Insurance

Leave entitlement: 15-20 days

ACCA-Approved Employer

Zusammenfassung

Bolder Group is seeking an analytical accountant to support portfolio reporting, dashboard development, and client insights. You will maintain investment data integrity, produce high-quality client reporting, and deliver actionable portfolio insights through dashboards and analytics.

The role suits candidates with strong accounting skills, experience in financial analytics, and a willingness to learn through specialized training. Hybrid work setup in the Clark Freeport Zone, Pampanga.

Qualifikationen

• Bachelor's degree in Accountancy, Finance, Economics, Business Analytics, Mathematics, or a related field.
• Experience in accounting, financial reporting, investment reporting, fund administration, or financial analytics.
• Strong understanding of accounting principles and financial reporting.
• Advanced Microsoft Excel skills, including Pivot Tables, Power Query, and data analysis functions.
• Experience building dashboards using Power BI, Tableau, or similar business intelligence tools.
• Strong analytical, problem-solving, and organizational skills.
• Excellent attention to detail and commitment to data accuracy.

Aufgaben

• Investment Reporting & Data Management: Maintain investment data feeds, ensure accounts are linked, mapped and named.
• Coordinate with trustees and stakeholders to ensure accurate data flow and reporting.
• Upload and maintain private investment positions and related records.
• Create and maintain tables and analyses for quarterly client reports.

Kenntnisse

Financial reporting

Data analytics

Investment reporting

Power BI

Ausbildung

Bachelor's degree in accounting/finance

Tools

Power BI

Tableau

Jobbeschreibung

Bolder Group is seeking an analytical accountant to support portfolio reporting, dashboard development, and client insights. You will maintain investment data integrity, produce high-quality client reporting, and deliver actionable portfolio insights through dashboards and analytics.

The role suits candidates with strong accounting skills, experience in financial analytics, and a willingness to learn through specialized training. Hybrid work setup in the Clark Freeport Zone, Pampanga.