Investor Relations Analyst: Financial Modeling & Insights

SPi Global (now Straive); Taguig; Hybrid; PHP 500,000 - 900,000; Full time

Job summary

SPi Global, now Straive, is seeking a Financial Analyst to join its investments team in Metro Manila. The role involves building cash flow models, forecasting liquidity, and supporting portfolio optimization to drive value for investors.

You will prepare investment memos, performance reports, and collaborate with internal teams and external partners to communicate financial insights. 1–3 years' experience in private equity, IB, or asset management is expected.

Qualifications

• Bachelor's degree in Finance, Economics, or related field required.
• 1–3 years 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

Analytical thinking

Communication

Excel

PowerPoint

Education

Bachelor's degree in Finance/ Economics/ related field

CFA/CAIA (preferred)

Tools

Excel

PowerPoint

Job description

SPi Global, now Straive, is seeking a Financial Analyst to join its investments team in Metro Manila. The role involves building cash flow models, forecasting liquidity, and supporting portfolio optimization to drive value for investors.

You will prepare investment memos, performance reports, and collaborate with internal teams and external partners to communicate financial insights. 1–3 years' experience in private equity, IB, or asset management is expected.