Fund Analyst: Valuation, Research & Portfolio Insights

The Corporate Institute; Hinoba-an; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

The Corporate Institute is seeking a detail-oriented Fund Analyst to support investment evaluation, portfolio monitoring, and research within our AIF vertical. You will build financial models, analyze assets, and prepare memos for investment committee.

The ideal candidate holds MBA Finance or professional CFA/CA or pursuing, with 4–6 years of relevant experience, strong Excel and PowerPoint skills, and excellent communication and presentation abilities.

Qualifications

• MBA (Finance) / CA / CFA (or pursuing).
• 4-6 years of relevant experience.
• Strong understanding of financial statements and valuation techniques.
• Advanced proficiency in Excel and PowerPoint.
• Analytical mindset with strong attention to detail.
• Good communication and presentation skills.

Responsibilities

• Conduct financial analysis, valuation, and due diligence of investment opportunities.
• Build and maintain financial models (DCF, comparable analysis, etc.).
• Perform industry research and market trend analysis.
• Assist in investment memos, presentations, and IC notes.
• Track and monitor portfolio performance and key metrics.
• Support in fund strategy execution and reporting.
• Coordinate with internal teams for data collection and analysis.

Skills

Financial analysis

Valuation techniques

Excel

PowerPoint

Communication & presentation

Analytical mindset

Education

MBA (Finance) / CA / CFA (or pursuing)

Tools

Excel

PowerPoint

Job description

The Corporate Institute is seeking a detail-oriented Fund Analyst to support investment evaluation, portfolio monitoring, and research within our AIF vertical. You will build financial models, analyze assets, and prepare memos for investment committee.

The ideal candidate holds MBA Finance or professional CFA/CA or pursuing, with 4–6 years of relevant experience, strong Excel and PowerPoint skills, and excellent communication and presentation abilities.