Investment Analyst

Vertex Search; Manila; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

Vertex Search is seeking an Investment Analyst – Renewable Energy in Manila to support end-to-end M&A and project-finance transactions. The role involves data room management, due diligence tracking, and liaison with lenders and advisors.

The position requires 3–5 years in investment banking or corporate finance, strong financial modelling and outstanding English communication skills. Proficiency in Excel and PowerPoint is essential; prior renewables exposure is a plus.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field.
• CFA designation or CFA Level II is a plus; strong financial acumen.
• 3–5 years of investment banking or corporate finance experience preferred.
• Strong financial modelling, analytical and presentation skills.
• Excellent written and spoken English communications.

Responsibilities

• Support end-to-end execution of M&A and project-finance transactions, including RFI packs, data room management, due diligence tracking and lender coordination.
• Review term sheet mark-ups, compile schedules, track closing deliverables and maintain SPV permits/document repository.
• Coordinate with advisors, respond to lender queries and manage advisor-payment tracking.
• Build and maintain project-finance models from templates, including cost estimation, sensitivities and covenant testing.
• Prepare financial forecasts and scenario analyses across markets and regulatory environments.
• Assist FP&A deliverables including budget monitoring, variance analysis and CAPEX inputs.
• Prepare inputs for quarterly, monthly, and weekly management reports and investment memoranda.

Skills

Financial modelling

Analytical skills

Presentation skills

Excel

PowerPoint

Stakeholder management

English communication

Education

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

CFA designation or CFA Level II (plus)

Tools

Microsoft Excel

PowerPoint

Job description

Job Title: Investment Analyst – Renewable Energy

Job Responsibilities:

• Support end-to-end execution of M&A and project-finance transactions, including preparation of request-for-information packs, maintenance of the data room / VDR, tracking of the due diligence checklist and follow-up with relevant counterparties
• Review mark-ups of term sheets and definitive documentation; compile schedules and annexures; track conditions precedent, closing deliverables and financial-close requirements; maintain the SPV permits and document repository for lenders
• Coordinate with onboarded advisors and respond to lender and advisor queries; manage advisor-payment tracking
• Build and maintain detailed project-finance-ready equity and lender financial models from templates, incorporating cost estimation, sensitivities, covenant testing and preliminary economic runs for prospective projects
• Perform project valuations, update the quarterly valuation model, and prepare first drafts of credit-committee decks, information memoranda and investment reports
• Analyse the competitive landscape, industry trends and regulatory requirements to inform strategic decision-making; evaluate key assumptions and project drivers
• Prepare financial forecasts and sensitivity / scenario analyses across different markets and regulatory environments; develop business cases for potential projects to support management decisions and presentations
• Execute FP&A deliverables including construction and operating budget monitoring, budget-variance consolidation, disbursement sizing and capital-call inputs; support the annual operating plan build and post-milestone look-back analysis
• Prepare inputs to quarterly, monthly and weekly management and asset-management reports
• Maintain databases, review third-party references and conduct ad hoc and capability-building market research
• Other duties as assigned

Essential Qualifications:

• Bachelor's degree in Finance, Economics, Accounting or a related field; CFA designation or passing CFA Level II is a plus
• 3 to 5 years of experience in investment banking or corporate finance, with a background in greenfield renewables, M&A transactions or debt raising
• Strong financial modelling, analytical and presentation skills
• Excellent written and spoken English, with the ability to distil complex financial and operational information into clear investment recommendations
• Proficiency in Microsoft Excel and PowerPoint
• Strong interpersonal and stakeholder management skills

Desired Experience:

• Prior exposure to the renewable energy, infrastructure or power sector
• Hands-on experience building project finance models from scratch
• Familiarity with Philippine energy regulations and market dynamics
• Exposure to lender due diligence processes and project financing documentation
• Experience preparing investment committee materials and management presentations

Opportunity to work across the full transaction lifecycle in a growing renewable energy platform