Sr. Investments Specialist

FDC Utilities; Makati; On-site; PHP 600,000 - 800,000; Full time

Job summary

A leading utilities firm in the Philippines is searching for an Investment Specialist to support investment evaluations, build financial models, and assist in budget preparation. The ideal candidate will possess a bachelor's degree in Accountancy, Finance, or a related field and have relevant corporate finance experience. This role requires strong analytical skills and proficiency in financial modeling, with a keen attention to detail. Interested applicants are encouraged to send their resume to the provided email addresses.

Qualifications

• Bachelor’s degree in relevant field is required.
• 1-2 years of experience in corporate finance.
• Extensive background in financial modeling and investment analysis.

Responsibilities

• Support the investment team by evaluating investment cases.
• Build and maintain financial models and monitor project costs.
• Assist in preparing the company’s budget and forecasts.

Skills

Financial modeling

Investment return calculation

Analysis capability

Microsoft Excel

Excellent coordination skills

Business writing

Education

Bachelor's Degree in Accountancy/Finance/Management Engineering

Relevant experience in corporate finance

CPA/CFA (Level 1+)/ CMA/Master’s Degree in Finance

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

The Investment Specialist will support the Investment Team by evaluating investment cases, analyzing information from the Project Development Team, building and maintaining financial models, monitoring and updating project costs to ensure accuracy and transparency, and coordinating closely with Corporate Planning and Project Development. In addition, the Investment Specialist will assist in preparing the company’s budget and forecasts, contributing to sound financial planning and strategic execution.

Duties and Responsibilities

Financial Modeling Build, Investment Case Management, and Financial Review

• Build, audit, or refine financial models, calculate investment return, sensitivity analysis to support internal evaluation or negotiations
• Support in the validation of financial models and business assumptions provided by BD and PD teams
• Assist in the coordination of financial input with the legal, tax, and technical teams

Investment Approval Process

• Support in drafting presentation material for investment review and internal approvals.
• Monitor timelines, dependencies, and completeness of investment submissions.

Project Cost Monitoring and Update

• Prepare and maintain a summary of actual capital expenditure, and review actual vs. approved budget.
• Update project cost monitoring and financial models of ongoing projects and perform calculations on investment returns.
• Assist in coordination with Corporate Planning, Business Development, and Project Development on project cost forecast, other key assumptions, and timeline submission.

Budgeting and Forecasting

• Receive and consolidate budget data from the different departments.
• Support in the preparation of the monthly forecast, full-year budget, mid-year review, and strategic planning review materials
• Assist in the coordination with the Accounting Manager (in charge of collating data cost and expense data at a granular level) and Financial Reporting Manager (for monthly consolidated figures) to ensure consistency of assumptions and timeliness

Technical Competencies and Skills

• Financial modeling, investment return calculation, and analysis capability
• Ability to assess assumptions/conduct variance and trend analysis
• Proficiency in Microsoft Excel/PowerPoint/Word
• Excellent coordination skills across departments and functions
• Strong business writing and communication skills
• Organized, detail-oriented, and reliable under time pressure

Education, Trainings and Licenses Required

• Bachelor’s Degree in Accountancy/Finance/Management Engineering
• At least 1-2 years of relevant experience in corporate finance
• Extensive background in financial modeling/investment analysis or strategic finance.
• Experience in corporate planning/infrastructure/or project development is an advantage
• Preferably a CPA/CFA (Level 1+)/ CMA/or Master’s Degree in Finance.

Interested applicants may submit their Letter of Intent and updated resumé to [e-mail] or [e-mail].