Investment Associate

HRTX; Makati; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

A dynamic investment firm in Makati is seeking an Investment Associate to support sourcing, evaluation, and execution of strategic investment opportunities. The ideal candidate will have strong financial modeling skills and relevant experience in investment banking or corporate finance. This role offers exposure to deal execution and portfolio management in a fast-paced environment, with responsibilities including financial analysis, industry research, and stakeholder management. The position requires effective communication and strong analytical capabilities.

Qualifications

• Relevant experience in investment banking, private equity, consulting, or corporate finance.
• Strong financial modeling, valuation, and analytical capabilities.
• Ability to work independently and manage multiple workstreams in a fast-paced environment.
• Excellent research, problem-solving, and critical thinking skills
• Strong communication and stakeholder management abilities
• Proficient in Microsoft Office and financial tools (e.g., Capital IQ or similar)
• Ability to work independently and manage multiple workstreams in a fast-paced environment

Responsibilities

• Identify, screen, and evaluate potential investment opportunities aligned with the firm's strategy.
• Perform detailed financial modeling, valuation, and return analysis to support investment decisions.
• Conduct comprehensive industry research, market studies, and competitive analysis.
• Conduct comprehensive industry research, market studies, and competitive analysis
• Prepare investment memoranda, presentations, and recommendations for internal review and decision-making
• Support due diligence processes across financial, commercial, legal, and operational workstreams
• Assist in deal structuring, negotiations, and execution of transactions
• Contribute to investor reports, fundraising materials, and portfolio performance monitoring

Skills

Financial modeling

Analytical capabilities

Research skills

Strong communication

Stakeholder management

Research

Problem-solving

Education

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

MBA or advanced degree

Tools

Microsoft Office

Capital IQ

Job description

Investment Associate

Location: Makati
Work Setup: Onsite
Schedule: Morning shift, Monday to Friday

We are looking for a highly analytical and driven Investment Associate to support the sourcing, evaluation, and execution of strategic investment opportunities. This role offers strong exposure to deal execution, financial analysis, and portfolio management within a dynamic investment environment.

Key Responsibilities

• Identify, screen, and evaluate potential investment opportunities aligned with the firm's strategy
• Build and maintain strong relationships with founders, executives, intermediaries, and industry stakeholders
• Perform detailed financial modeling, valuation, and return analysis to support investment decisions
• Conduct comprehensive industry research, market studies, and competitive analysis
• Prepare investment memoranda, presentations, and recommendations for internal review and decision-making
• Support due diligence processes across financial, commercial, legal, and operational workstreams
• Assist in deal structuring, negotiations, and execution of transactions
• Contribute to investor reports, fundraising materials, and portfolio performance monitoring

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field (MBA or advanced degree is an advantage)
• Relevant experience in investment banking, private equity, consulting, or corporate finance
• Strong financial modeling, valuation, and analytical capabilities
• Excellent research, problem-solving, and critical thinking skills
• Strong communication and stakeholder management abilities
• Proficient in Microsoft Office and financial tools (e.g., Capital IQ or similar)
• Ability to work independently and manage multiple workstreams in a fast-paced environment