Investment Associate

PM Consulting; Metro Manila; On-site; PHP 1,000,000 - 1,400,000; Full time

Job summary

PM Consulting in Makati, Metro Manila is seeking an Investment Associate to source and evaluate investment opportunities, conduct financial and market analysis, manage due diligence, and support deal execution. You will prepare investment materials and work with founders, executives, and investors, contributing to portfolio reporting.

You will collaborate with deal teams, analysts, and external advisors, building financial models and presenting insights to stakeholders to support informed

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.

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 thinking

Project management

Research skills

Communication skills

Education

MBA

Finance/B Economics degree

Tools

Microsoft Office

Capital IQ

Job description

Investment Associate
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