Investment Analyst

WHR Global Consulting; Muntinlupa; On-site; PHP 540,000 - 900,000; Full time

Job summary

WHR Global Consulting is recruiting an Investment Analyst to support senior investment professionals with market research, financial analysis, and portfolio management in a fast-paced environment. You will build financial models, prepare memos, and contribute to investment decision-making.

The role requires 1–3 years of relevant experience, a bachelor’s degree in Finance, Economics, or related field, and strong Excel/Bloomberg skills.

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.

Responsibilities

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

Skills

Financial modeling

Excel

Financial analysis

Communication skills

Analytical abilities

Independent work

Education

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

Tools

Bloomberg Terminal

Job description

On-site - Muntinlupa 1-3 Yrs Exp Bachelor Full-time

Job Description

Job Title: Investment Alayst

Location: Makati or Alabang

Work Shift: Day Shift

Employment Type: Full-time

Job Description:

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.

Functions (Duties and 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

Job Skills And 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