Investment Analyst

Penbrothers International; Mandaluyong; Remote; PHP 700,000 - 1,100,000; Full time

Benefits offered by this job

Growth opportunities

Employee welfare

Global reach

Remote-friendly culture

Job summary

Penbrothers International is seeking an Investment Analyst to join a global family-office setup. You will evaluate hedge funds, private equity, and VC performance, translating data into actionable insights and decision-ready summaries.

The role emphasizes AI-enabled research and proactive portfolio monitoring. Ideal candidates bring 3–5 years in investment analysis, strong numerical skills, and experience with asset management.

Qualifications

• Degree in Finance, Economics, Accounting, or related field.
• 3-5 years of experience in investment analysis, fund accounting, asset management, or similar roles.
• Exposure to hedge funds, private equity, venture capital, or investment firms.
• Strong analytical and numerical reasoning skills.
• Familiarity with financial data interpretation and investment reporting.

Responsibilities

• Analyze performance of hedge funds, private equity, and venture capital investments.
• Track and maintain monthly and quarterly investment scorecards.
• Compare fund performance across peers and asset classes.
• Identify trends, risks, and opportunities within the investment portfolio.
• Provide clear, decision-ready summaries for investment discussions.
• Translate complex financial data into simple, actionable insights.
• Leverage AI tools to enhance investment research and comparative analysis.
• Support evaluation of fund managers, including risk and performance profiling.
• Explore data-driven insights to support investment decisions.
• Assess performance consistency and risk profiles of investment managers.
• Support benchmarking of funds within the same investment category.
• Highlight underperforming and outperforming assets with context.
• Assist in ad hoc financial analysis for portfolio decisions.
• Support ongoing improvements in reporting and analytical frameworks.
• Contribute to building a more intelligent and automated investment tracking system.

Skills

Financial analysis

Investment knowledge

Analytical skills

Numerical reasoning

Communication

AI tools familiarity

Portfolio reporting

Education

Degree in Finance/Economics/Accounting

Tools

AI tools

Job description

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest-growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our client is a highly experienced business leader with a strong background in strategic leadership and corporate governance. They have held numerous director and chairman roles across various industries. With a strong foundation in both engineering and business management, our client's career demonstrates a history of successfully leading organizations and driving strategic initiatives.

About the Role

We are seeking a highly analytical and investment-savvy Investment Analyst to join a dynamic family office environment. This is not a traditional accounting or bookkeeping role. Instead, the focus is on investment interpretation, comparative fund analysis, and strategic decision support across a diversified global portfolio.

You will work closely with the principal and investment stakeholders to evaluate hedge funds, private equity, and venture capital performance, using both financial analysis and AI-enabled tools to generate actionable insights. The ideal candidate is intellectually curious, proactive, and able to think like an investor rather than a reporter of numbers.

What you’ll do

• Investment Analysis & Portfolio Monitoring
  • Analyze performance of hedge funds, private equity, and venture capital investments
  • Track and maintain monthly and quarterly investment scorecards
  • Compare fund performance across peers and asset classes
• Financial Insight & Decision Support
  • Identify trends, risks, and opportunities within the investment portfolio
  • Provide clear, decision-ready summaries for investment discussions
  • Translate complex financial data into simple, actionable insights
• AI-Driven Research & Analysis
  • Leverage AI tools to enhance investment research and comparative analysis
  • Support evaluation of fund managers, including risk and performance profiling
  • Explore data-driven insights to support investment decisions
• Portfolio Intelligence
  • Assess performance consistency and risk profiles of investment managers
  • Support benchmarking of funds within the same investment category
  • Highlight underperforming and outperforming assets with context
• Ad Hoc Investment Support
  • Assist in ad hoc financial analysis for portfolio decisions
  • Support ongoing improvements in reporting and analytical frameworks
  • Contribute to building a more intelligent and automated investment tracking system

Work Schedule: Monday to Friday, 9:00 AM - 6:00 PM SGT/PHT

Work Set-up: Remote

What You Bring

• Degree in Finance, Economics, Accounting, or related field
• 3-5 years of experience in investment analysis, fund accounting, asset management, or similar roles
• Exposure to hedge funds, private equity, venture capital, or investment firms
• Strong analytical and numerical reasoning skills
• Familiarity with financial data interpretation and investment reporting
• Comfortable using or learning AI tools for analysis and productivity
• Strong communication skills with ability to simplify complex investment concepts
• High level of intellectual curiosity and commercial awareness

Don't meet every single requirement? At Penbrothers we are committed to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but you don't feel 100% aligned with the qualifications, we encourage you to apply anyway. You may just be the right fit for this or other roles.

Our Hiring Process

We utilize AI tools to enhance hiring efficiency and ensure a fair evaluation. Consequently, candidates will engage with an AI Interviewer, supervised by Human Talent Acquisition Experts who will support your entire application journey.

Our AI Expectations: While we encourage you to use AI for CV refinement and research, we require that all interviews and assessments be completed through your own authentic effort. The use of real-time AI assistance during interviews or to complete skills tests is strictly prohibited to ensure a fair and genuine evaluation of your capabilities.

What You’ll Get

At Penbrothers, we are obsessed with creating positive employee experiences. Here you’ll find an environment that nurtures learning and provides opportunities for growth. You’ll have the opportunity to make an impact on fast-growing startups and dynamic companies.

• Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.
• Employee as our biggest asset: We are genuinely invested in our people’s career and welfare.
• Global reach & local impact: Get to work with high-growth startups and dynamic companies from the comfort of your own home.
• Powering global startups: We’ve created 1,400 Filipino jobs that empower global start-ups to focus on growth.