Investment Associate | Makati

PM Consulting; Metro Manila; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

PM Consulting is seeking an Investment Associate in Makati to source and evaluate investment opportunities, perform financial and market analysis, and support deal execution.

You will prepare investment materials, engage with founders and executives, and contribute to investor reporting. The role is on-site, Monday to Friday, with opportunities to lead due diligence and portfolio transitions.

Qualifications

• Finance-related degree with business focus.
• 4+ years in private equity, investment banking, consulting, or similar.
• Strong financial modeling and analytical skills.
• Excellent research, problem-solving and communication abilities.
• Proficiency with Capital IQ and MS Office.

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

Valuation

Due diligence

Investment analysis

Communication

Project management

Education

MBA (preferred)

Finance degree

Tools

Capital IQ

Microsoft Office

Job description

About the job Investment Associate | Makati

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