Investment Research & Portfolio Analyst

CBS China Bank Savings; San Jose; On-site; PHP 260,000 - 450,000; Full time

Job summary

CBS China Bank Savings in the Philippines seeks an entry-level Investment Analyst to help identify new investment opportunities and monitor portfolio companies. The role involves conducting financial analyses, building financial models, and performing industry and market research to support strategic decisions.

Responsibilities include research on industry dynamics, modeling, report writing, and assisting in financial planning activities.

Qualifications

• Recent graduate or current student in finance, economics or related field.
• Strong analytical and quantitative skills with attention to detail.
• Ability to synthesize data into clear insights for decision-makers.

Responsibilities

• Identify new investment opportunities and monitor portfolio companies.
• Perform financial modeling and in-depth industry/market research.
• Prepare reports and assist in financial planning activities.

Skills

Financial analysis

Financial modeling

Industry research

Tools

Excel

PowerPoint

Job description

CBS China Bank Savings in the Philippines seeks an entry‑level Investment Analyst to help identify new investment opportunities and monitor portfolio companies. The role involves conducting financial analyses, building financial models, and performing industry and market research to support strategic decisions.

Responsibilities include research on industry dynamics, modeling, report writing, and assisting in financial planning activities.