Investment Banking Associate

Unicapital Incorporated; Philippines; On-site; PHP 300,000 - 540,000; Full time

Job summary

Unicapital Incorporated seeks a detail-oriented junior financial analyst in the Philippines to support deal execution and client work. You will conduct financial analysis, build models, perform market research, and prepare marketing documents for client presentations.

You will present insights in meetings, assist with due diligence, and help ensure compliance with internal policies and regulatory requirements.

Qualifications

• Bachelor of Science in Finance/Management/Business Administration/Economics/Accounting or related field.
• 0–1 years of related work experience.

Responsibilities

• Conduct detailed financial analysis, modeling, and valuation of companies and transactions.
• Perform comprehensive industry and market research to inform strategic decision-making.
• Prepare marketing documents including pitch books, teasers, and presentations.
• Deliver compelling presentations to stakeholders, communicating complex information.
• Participate in client meetings and due diligence, collaborating with legal advisors on transaction documents.
• Ensure compliance with regulatory requirements and internal policies throughout the deal process.

Skills

Financial analysis

Valuation modeling

Quantitative skills

Communication

Time management

Problem solving

Education

Bachelor's degree in Finance/Management/Business Administration/Economics or Accounting

Tools

Excel

PowerPoint

Word

Job description

Responsibilities

• Conduct detailed financial analysis, modeling, and valuation of companies and transactions, presenting insightful findings and recommendations.
• Perform comprehensive industry and market research to inform strategic decision-making.
• Prepare impactful marketing documents, including pitch books, teasers, and presentations for clients and investors.
• Deliver compelling presentations to various stakeholders, effectively communicating complex information.
• Participate in client meetings and due diligence, collaborating with legal advisors to ensure smooth execution of transaction documents.
• Ensure compliance with regulatory requirements and internal policies throughout the deal process.

Required Skills

• Strong analytical and quantitative skills with a solid grasp of financial principles.
• Excellent communication and interpersonal abilities, with a proactive problem-solving mindset.
• Effective project and time management skills, capable of thriving under pressure and tight deadlines.
• Proficient in Excel, PowerPoint, and Word, with a detail-oriented and organized approach.

Qualifications

• Bachelor of Science, Major in Finance, Management/ Business Administration, Economics or Accounting or any related course.
• 0 to 1 years of related work experience