Investment Modelling Associate

We’re helping an international finance and M&A consultancy find a Investment Modelling Associate  to support transaction advisory, fundraising, and strategic finance projects for high-growth startups and scaleups.

You’ll build sophisticated financial models, prepare investor and board materials, and support valuation and deal execution across software and deeptech companies.

This is a hands-on, high-accountability role where flawless work is non-negotiable — your analyses will directly inform key decisions and client strategies.

This role is ideal for someone who is a wizard with numbers , detail-obsessed yet commercially minded, and capable of seeing both the story and strategy behind the spreadsheets .

Part time to start, 24 hours / week (with potential to transition to full time)  Schedule : CET working hours Location : Fully Remote (PH-based candidates preferred) Engagement : Independent Contractor Compensation : $1440-$2200 (based on a 24-hour workweek, depending on level of experience); $2400-$3680 for full time Key Responsibilities Financial Modelling (Forecast & Scenario Analysis) Build fully linked 3-statement financial models with sensitivities and scenarios (base, downside, management).

Create cash flow forecasts, liquidity bridges, and valuation-ready modules (DCF, comps, transaction comps).

Historical Restatement & Data Hygiene Reconcile and clean raw data (GL exports, bank data, SaaS metrics) into analysis-ready formats.

Maintain version control, audit trails, and traceability from trial balance to model.

Reporting Templates & Automation Design board and investor reporting templates, KPI dashboards, and variance analysis frameworks.

Build SaaS metrics (ARR / MRR bridges, churn, LTV / CAC, NRR) and recurring revenue templates.

Transaction Support (Model-Led) Produce deal-ready schedules for buy-side and sell-side engagements (QofE, NWC, closing adjustments).

Translate model outputs into charts and visuals for investment memorandums and management presentations.

Quality Assurance & Standards Follow strict QA processes (FAST / SMART methodology).

Double-check every formula, input, and output — your work must be flawless .

Ensure transparency through consistent assumptions pages, error checks, and version logs.

Requirements 3–6 years of experience in M&A, Transaction Services, or FP&A , ideally from a Tier 1 investment bank or M&A boutique .

Candidates with more years of experience  will also be considered if they remain flexible and open to new approaches.

Strong experience working with software companies ; exposure to deeptech (e.g., chipmakers) is a plus.

Advanced Excel / Google Sheets proficiency (array formulas, Power Query, dynamic formulas, structured refs).

Excellent grasp of valuation and deal mechanics (NWC, closing adjustments, leakage, earn-outs).

Ability to turn messy data into clear historicals and models — quickly and accurately.

Strong communication and interpersonal skills — able to explain the story behind the numbers.

Meticulous attention to detail and ability to self-check work before submission.

Nice-to-Haves Experience preparing materials for investment memorandums (IMs).

Familiarity with CAPEX modelling and debt structuring.

Previous experience in software or SaaS transactions ; exposure to deeptech deals a bonus.

How Our Client Works They  own the numbers — every figure must be backed by logic, traceability, and quality assurance.

They  balance precision with practicality — models should be easy to hand over and fast to update.

They  translate numbers into narratives — this role will eventually expand into creating investment memorandums where financial insights tell the story.

Recruitment Process Initial Interview Finance Case + bonus assignment Second Interview        4.

Valuation Case Test        5.

Final Interview  Powered by JazzHR