Private Equity & VC Investments Analyst

SM Investments; Metro Manila; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

SM Investments seeks an Investments and Planning Analyst for its Corporate Private Equity and Venture Capital initiatives. The role spans the full investment cycle—from market mapping to due diligence, financial modeling, and portfolio monitoring—interacting with founders, investors, and senior leadership.

You will build and review company profiles, conduct sector analyses, and coordinate due diligence across multiple workstreams, delivering clear investment insights and recommendations.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, Management Engineering, or a related discipline.
• Approximately 3-5 years of relevant experience in investment banking, private equity, venture capital, corporate development, transaction advisory, management consulting, equity research, or similar analytical roles.
• Strong financial modeling, valuation, accounting, and quantitative analysis skills.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Excellent written and verbal communication skills, with the ability to synthesize complex information into concise recommendations.
• Strong attention to detail and ability to manage multiple workstreams in a fast-paced environment.

Responsibilities

• Support identification and evaluation of potential private equity, venture capital, strategic minority, and other investment opportunities.
• Conduct market landscaping, sector research, and company screening to identify attractive themes and targets.
• Develop company profiles, industry analyses, and initial investment screens.
• Track relevant companies, transactions, investors, valuations, and sector developments.
• Support relationship-building with founders, management teams, financial sponsors, venture capital funds, banks, and other ecosystem participants.
• Build and maintain financial models, including operating models, valuation analyses, investment returns models, and scenario/sensitivity analyses.
• Evaluate business models, historical and projected financial performance, market positioning, and unit economics.
• Perform valuation using DCF, precedent transactions, comparables, and venture/private-market approaches.
• Coordinate and support due diligence across commercial, financial, legal, tax, and other workstreams.
• Analyze transaction structures and assess returns under different scenarios.
• Synthesize diligence findings into clear investment conclusions and recommendations.
• Prepare investment committee materials and articulate thesis, rationale, valuation, risks, and mitigants.
• Support transaction execution with internal and external stakeholders and review term sheets.

Skills

Financial modeling

Valuation

Quantitative analysis

Excel

PowerPoint

Written communication

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related discipline

Tools

Excel

PowerPoint

Job description

SM Investments seeks an Investments and Planning Analyst for its Corporate Private Equity and Venture Capital initiatives. The role spans the full investment cycle—from market mapping to due diligence, financial modeling, and portfolio monitoring—interacting with founders, investors, and senior leadership.

You will build and review company profiles, conduct sector analyses, and coordinate due diligence across multiple workstreams, delivering clear investment insights and recommendations.