Investment Reporting & Data Analytics Specialist

Bolder Group; Pampanga; Hybrid; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Health Coverage

Life Insurance

Leave Entitlement

ACCA-Approved Employer

Job summary

Bolder Philippines is seeking an accountant with strong financial, investment reporting, and data analytics capabilities to support portfolio reporting, dashboard development, and client insights.

The ideal candidate is highly analytical, detail-oriented, and comfortable working with financial databases, reporting platforms, and business intelligence tools. Hybrid work arrangement with flexible hours and opportunities for training.

Qualifications

• Bachelor's degree in accounting, finance or related field.
• Experience in accounting, financial reporting, investment reporting.
• Strong Excel and BI skills with data accuracy.

Responsibilities

• Maintain investment data integrity and data feeds.
• Prepare and review monthly client reports.
• Develop dashboards and visualizations for portfolio insights.
• Perform data quality checks across reporting systems.
• Coordinate with trustees and external platforms for data flow.
• Support quarterly client reports and audit requests.

Skills

Excel advanced

Pivot tables

Power Query

Data analysis

Power BI

Tableau

Analytical

Attention to detail

Education

Bachelor's degree in Accounting

Tools

Power BI

Tableau

Bloomberg

Reuters

Morningstar

Job description

Bolder Philippines is seeking an accountant with strong financial, investment reporting, and data analytics capabilities to support portfolio reporting, dashboard development, and client insights.

The ideal candidate is highly analytical, detail-oriented, and comfortable working with financial databases, reporting platforms, and business intelligence tools. Hybrid work arrangement with flexible hours and opportunities for training.