Investment Reporting Specialist

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

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.