Investment Associate

HRTx Inc; Makati; On-site; PHP 1,500,000 - 2,600,000; Full time

Job summary

HRTx Inc. is seeking an Investment Associate in Makati, Philippines, on-site from Monday to Friday. The role involves sourcing and evaluating opportunities, conducting financial and market analysis, and supporting deal execution and investor reporting.

You will prepare investment materials, work with stakeholders, and contribute to portfolio transitions, with a focus on rigorous due diligence and strategic structuring.

Qualifications

• Degree in finance, business, economics, or related field; MBA a plus.
• 4+ years in private equity, investment banking, consulting, or similar.
• Strong financial modeling, analytical, and project management skills.
• Excellent research, problem-solving, and communication abilities.
• Proficiency in Microsoft Office and Capital IQ.

Responsibilities

• Identify and assess new investment opportunities
• Build relationships with founders, executives, and intermediaries
• Perform financial modeling, valuation, and industry research
• Lead due diligence and coordinate with advisors
• Prepare investment memos and support deal structuring/negotiation
• Assist in post-investment planning and investor reporting

Skills

Financial modeling

Analytical skills

Project management

Research skills

Communication skills

Education

MBA preferred

Finance/business/economics degree

Tools

Microsoft Office

Capital IQ

Job description

Role: Investment Associate

Schedule: Makati | on-site | Monday to Friday

Role Overview:

The Investment Associate sources and evaluates investment opportunities, conducts financial and market analysis, manages due diligence, and supports deal execution and portfolio transition. The role also involves preparing investment materials, working with stakeholders, and contributing to investor reporting.

Key Responsibilities:

• Identify and assess new investment opportunities


• Build relationships with founders, executives, and intermediaries


• Perform financial modeling, valuation, and industry research


• Lead due diligence and coordinate with advisors


• Prepare investment memos and support deal structuring/negotiation


• Assist in post-investment planning and investor reporting

Qualifications:

• Degree in finance, business, economics, or related field (MBA a plus)


• 4+ years in private equity, investment banking, consulting, or similar


• Strong financial modeling, analytical, and project management skills


• Excellent research, problem-solving, and communication abilities


• Proficiency in tools like Microsoft Office and Capital IQ