Investment Analyst: Market Research & Modeling

WHR Global Consulting

Muntinlupa

On-site

PHP 540,000 - 900,000

Full time

14 days+

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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.