Investment Analyst

WHR Global Consulting; Makati; On-site; PHP 253,890 - 304,110; Full time

Job summary

A leading consulting firm is seeking an Investment Analyst to support senior investment professionals in market research, financial analysis, and portfolio management. The role involves conducting financial modeling, preparing investment presentations, and performing due diligence on potential investments. Candidates should have a Bachelor's degree and at least 2 years of related experience, with strong skills in Excel and financial markets.

Qualifications

• 2+ years of experience in investment management, equity research, or financial analysis.
• Strong proficiency in financial modeling and valuation methodologies.
• Solid understanding of financial markets and investment principles.

Responsibilities

• Conduct comprehensive financial modeling and valuation analysis for investments.
• Prepare detailed investment memos and presentations for clients.
• Perform due diligence on investment opportunities.

Skills

Financial modeling

Valuation analysis

Analytical skills

Problem-solving

Communication skills

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Excel

Bloomberg Terminal

Job description

POSITION TITLE: Investment Analyst

WORK LOCATION: 3x a week at Ayala Alabang (Head Office) and 2x a week at Makati Sales Office

WORK SETUP: Full-Time, Onsite

SALARY: PHP 25,000

The successful candidate will support senior investment professionals in conducting market research, financial analysis, and portfolio management activities while contributing to investment decision-making processes.

KEY RESPONSIBILITIES:

• Conduct comprehensive financial modeling and valuation analysis for potential investments across various asset classes.
• Prepare detailed investment memos, pitch books, and presentations for internal committees and clients.
• Perform due diligence on investment opportunities, including company research and competitive analysis.
• Monitor existing investments and prepare regular performance reports.
• Support trade execution and settlement processes.
• Maintain accurate records of all investment transactions and portfolio positions.

QUALIFICATIONS:

• Bachelor's degree in Finance, Economics, Business, or related field.
• 2+ years of experience in investment management, equity research, or financial analysis.
• Strong proficiency in financial modeling, Excel, and Bloomberg Terminal.
• Solid understanding of financial markets, investment principles, and valuation methodologies.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and manage multiple priorities in a fast-paced environment.