Investment Analyst

Our Clients; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

Our Clients is seeking a junior investment professional based in Makati to build financial models, analyze potential deals, and support sourcing and due diligence across financial, commercial, legal, operational, and ESG areas.

The role involves developing investment memoranda for committees and boards, tracking portfolio performance, and contributing to growth, capital raising, M&A, and ESG initiatives within a private equity setting.

Qualifications

• Bachelor's degree required in Finance, Business, Economics, or related discipline.
• 1–3 years of experience in private equity, investment banking, management consulting, or corporate finance.
• Strong financial analysis, quantitative, and modeling skills with advanced Microsoft Office proficiency.
• Excellent communication and presentation skills, with the ability to explain complex financial information clearly.
• Highly motivated and detail-oriented, with strong curiosity, initiative, and the ability to collaborate effectively.

Responsibilities

• Build financial models and conduct investment analysis to assess potential deals and investment opportunities.
• Research industries, markets, competitors, and emerging trends to support investment decisions and identify new opportunities.
• Assist with deal sourcing and due diligence across financial, commercial, legal, operational, and ESG areas.
• Develop investment memoranda and presentations for investment committees, boards, and prospective investors.
• Track portfolio company performance and support initiatives involving growth strategies, capital raising, M&A, ESG, and exit planning.

Skills

Financial modeling

Financial analysis

Microsoft Office

Communication

Presentation

Collaboration

Education

Bachelor’s degree in Finance, Business, Economics, or related discipline

Tools

Microsoft Excel

PowerPoint

Job description

Work Setup: Monday to Friday, Full Onsite
Location: Makati
Industry: Private Equity Firm

Key Responsibilities:

• Build financial models and conduct investment analysis to assess potential deals and investment opportunities.
• Research industries, markets, competitors, and emerging trends to support investment decisions and identify new opportunities.
• Assist with deal sourcing and due diligence across financial, commercial, legal, operational, and ESG areas.
• Develop investment memoranda and presentations for investment committees, boards, and prospective investors.
• Track portfolio company performance and support initiatives involving growth strategies, capital raising, M&A, ESG, and exit planning.

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or a related discipline.
• 1–3 years of experience in private equity, investment banking, management consulting, or corporate finance.
• Strong financial analysis, quantitative, and modeling skills with advanced Microsoft Office proficiency.
• Excellent communication and presentation skills, with the ability to explain complex financial information clearly.
• Highly motivated and detail-oriented, with strong curiosity, initiative, and the ability to collaborate effectively.