Investor Relations Analyst

Straive; Taguig; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

Straive in Taguig, Philippines seeks a seasoned finance professional to develop and maintain cash flow models, forecast liquidity, and optimize fund allocations. The role requires passion for portfolio optimization and precise financial tracking within a dynamic team.

You will monitor portfolio performance, support valuations, and provide strategic insights, while preparing investment memos and performance reports for stakeholders.

Qualifications

• Bachelor's degree in Finance, Economics, or related field; CFA/CAIA is a plus.
• 4-8 years of experience in private equity, investment banking, or asset management; Big 4 experience preferred.
• Strong financial modeling, cash flow forecasting, and portfolio management skills.
• Proficiency in Excel, PowerPoint, and financial databases; excellent communication and analytical abilities.

Responsibilities

• Develop and maintain cash flow models, forecast liquidity, and optimize fund allocations.
• Monitor portfolio performance, support valuations, and provide strategic insights for optimization.
• Conduct financial analysis, prepare investment memos, and create performance reports.
• Maintain accurate tracking of investor interactions and stakeholder communications.
• Collaborate with internal teams, external partners, and investors to communicate financial insights.

Skills

Financial modeling

Cash flow forecasting

Portfolio management

Communication

Analytical abilities

Education

Bachelor's degree in Finance/Economics

Tools

Excel

PowerPoint

Financial databases

Job description

• Develop and maintain cash flow models, forecast liquidity, and optimize fund allocations.
• Monitor portfolio performance, support valuations, and provide strategic insights for optimization.
• Conduct financial analysis, prepare investment memos, and create performance reports.
• Maintain accurate tracking of investor interactions and stakeholder communications.
• Collaborate with internal teams, external partners, and investors to communicate financial insights.

Qualifications & Skills:

• Bachelor's degree in Finance, Economics, or related field; CFA/CAIA is a plus.
• 4-8 years of experience in private equity, investment banking, or asset management; Big 4 experience preferred.
• Strong financial modeling, cash flow forecasting, and portfolio management skills.
• Proficiency in Excel, PowerPoint, and financial databases; excellent communication and analytical abilities.