Investment Reporting Analyst

Location: BGC, TaguigWork Setup: Hybrid (3 days onsite, 2 days remote)About the RoleAs a Client Reporting Analyst, you will be responsible for producing accurate, timely, and insightful reports that reflect the latest developments in investment programs.This role is ideal for candidates with strong writing and analytical skills, a background in finance or business, and a sharp attention to detail. You’ll have the opportunity to build deep expertise in investment reporting and contribute to key deliverables that support client communications.Key ResponsibilitiesComplete assigned reporting tasks independently, ensuring accuracy and timelinessSupport ongoing projects and contribute to the coordination of team-wide reporting activitiesMaintain quality and consistency across all content and presentationsSpecific responsibilities include:Writing investment commentary on new investments, cash flow activity, and valuation movementsDrafting summaries of developments across various investment programsPreparing presentation slides with updates on portfolio performance and strategyQualifications:Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or a related field.At least 1 year of experience in any of the following:Investment operationsFinancial or fund reportingClient or stakeholder reportingInvestment writing or commentaryStrong written communication skills, especially in summarizing financial data or investment performance.Proficiency in Microsoft Office (Word, Excel, PowerPoint); familiarity with reporting tools or platforms is a plus.Preferred but not required:Experience writing investment commentaries or fund performance summaries.Exposure to Bloomberg, SAP, Informatica, or similar financial systems.Background in client servicing or investor relations.Familiarity with valuation movements, portfolio updates, or fund-level reporting.