Senior Investment Reporting & Dashboards Associate (Hybrid)
Bolder Philippines
Get a reply from this employer
Your resume and cover letter, tailored to exactly what they’re hiring for.
Benefits offered by this job
Job summary
Bolder Philippines is seeking a finance analytics professional to support portfolio reporting, dashboard development, and client insights. You will maintain investment data integrity, produce client reports, and deliver actionable portfolio analytics.
The role emphasizes data quality, BI tool usage, and collaboration with stakeholders to provide insights and efficiencies across reporting platforms.
Qualifications
- 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 Excel skills with Pivot Tables, Power Query, and data analysis functions.
- Experience building dashboards using Power BI or Tableau.
Responsibilities
- Maintain investment data feeds and ensure data integrity.
- Develop and maintain investment dashboards for clients.
- Produce quarterly client reports with analyses.
- Prepare and review financial reporting data.
- Improve reporting processes and adopt new technologies.
Skills
Education
Tools
Job description
Bolder Philippines is seeking a finance analytics professional to support portfolio reporting, dashboard development, and client insights. You will maintain investment data integrity, produce client reports, and deliver actionable portfolio analytics.
The role emphasizes data quality, BI tool usage, and collaboration with stakeholders to provide insights and efficiencies across reporting platforms.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
