Investment & Treasury Analyst — Portfolio & Bloomberg

JG Summit Holdings Inc.; Pasig; On-site; PHP 300,000 - 540,000; Full time

Job summary

JG Summit Holdings Inc. is seeking a Treasury Analyst to support investment portfolio monitoring and reporting. The role requires familiarity with treasury, finance and accounting principles, and experience with Bloomberg data feeds.

The successful candidate will handle daily market updates, assist in preparing timely reports, and collaborate with cross-functional teams to ensure data accuracy and efficient processes.

Qualifications

• Graduate of a business-related course with knowledge in treasury, finance and accounting.
• 1–2 years of experience in treasury functions preferred.
• Proficient in MS Office applications.
• Preferably with Bloomberg, Power BI or data visualization tools and advanced Excel.
• Strong written and verbal communication; detail-oriented and reliable.

Responsibilities

• Prepare reports related to investment portfolio monitoring accurately and timely.
• Monitor daily price movements and provide research updates on fixed-income and equity portfolios.
• Obtain data for bond/equity trades from Bloomberg.
• Perform ad hoc tasks as assigned.

Skills

Communication

Time management

Detail-oriented

Teamwork

Education

Bachelor's degree in Business or related field

Tools

MS Office

Excel

Bloomberg

Power BI

Job description

JG Summit Holdings Inc. is seeking a Treasury Analyst to support investment portfolio monitoring and reporting. The role requires familiarity with treasury, finance and accounting principles, and experience with Bloomberg data feeds.

The successful candidate will handle daily market updates, assist in preparing timely reports, and collaborate with cross-functional teams to ensure data accuracy and efficient processes.