Investment Analyst

Private Advertiser; Philippines; On-site; PHP 800,000 - 1,500,000; Full time

Job summary

Private Advertiser is seeking a hands-on Analyst to support the full lifecycle of project-finance and M&A transactions, and to drive the team's financial models, due-diligence support and reporting. The role extends to investment and corporate planning / FP&A when needed.

The successful candidate will build and run analytics underpinning investment decisions, assist in advisory coordination, and contribute to market research and reporting across multiple business lines.

Qualifications

• 3 to 5 years in investment banking or corporate finance.
• Experience in renewables, M&A, or debt financing preferred.
• Strong financial modeling, analytical and presentation skills.
• Excellent written and spoken English with ability to distill complex information into clear recommendations.
• Proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Support end-to-end execution of M&A and project-finance transactions.
• Build and maintain project-finance-ready financial models with sensitivities and scenarios.
• Prepare valuations, information memoranda, and investment reports.
• Conduct strategic analyses, forecasts, and business cases for projects.
• Support FP&A deliverables including budgeting, monitoring, and reporting.

Skills

Financial modeling

Analytical thinking

Presentation skills

English communication

Education

Bachelor's degree

CFA designation

Tools

Microsoft Excel

PowerPoint

Job description

Position Overview

Hands-on analyst supporting the full lifecycle of the company's project-finance and M&A transactions, and the engine behind the team’s financial models, due-diligence support and reporting. The Analyst builds and runs the analytics that underpin investment and financing decisions and is expected to step up to deliver any investment or corporate planning / FP&A function when the business requires.

Transaction Support – M&A and Project Finance

• Execution support. Supports execution of M&A and project-finance transactions end-to-end 0 prepares request-for-information packs, maintains the data room / VDR, tracks the DD checklist and follows up submissions with relevant counterparties

• Documentation & CPs. Reviews mark-ups of term sheets, detailed / definitive documentation; compiles schedules and annexures; tracks conditions precedent, closing and financial-close deliverables; maintains the SPV permits/document repository for lenders.

• Advisor coordination. Helps in coordinating onboarded advisers and helps respond to lender and adviser queries; settles advisor-payment tracking.

Financial Modeling, Valuation & Materials

• Model build. Builds and maintains detailed project-finance-ready equity and lender financial models from templates to assess feasibility and profitability, with cost estimation, sensitivities, covenant testing and preliminary economic runs for prospective projects.

• Valuation & decks. Performs project valuation, updates the quarterly valuation model, and prepares first drafts of DAT / credit-committee decks, information memoranda and investment reports.

Strategy, Business Case & Decision Support

• Strategic analysis. Analyzes the competitive landscape, industry trends and regulatory requirements to inform strategic decision-making; evaluates assumptions and the key drivers of each project.

• Forecasts & business cases. Prepares financial forecasts and sensitivity / scenario analyses across different markets and regulatory scenarios and builds business cases for potential projects to support management decisions and presentations.

Corporate Planning / FP&A

• Planning & monitoring. Executes FP&A deliverables - construction and operating budget monitoring and forecasting, budget-variance consolidation, disbursement sizing, and capital-call inputs; supports the annual operating plan build and post-milestone look-back analysis.

Reporting, Market Intelligence & Research

• Reporting. Prepares inputs to the quarterly reports, monthly reports / asset-management packs, and weekly reports.

• Market & research. Maintains databases, reviews publicly accessible third-party information references, and conducts ad hoc and capability-building research.

Education

• Bachelor’s degree in Finance, Economics, Accounting, or related fields or degrees; CFA designation or passing CFA Level II is a plus

Experience

• 3 to 5 years in investment banking or corporate finance, with background in either greenfield renewables, M&A transactions, or raising debt.

• Prior experience in the renewable energy, infrastructure, or power sector strongly preferred.

• Strong financial modeling, analytical, and presentation skills.

• Excellent written and spoken English, with the ability to distill complex financial and operational information into clear investment recommendations.

• Proficiency in Microsoft Excel and PowerPoint

• Strong interpersonal and stakeholder management skills