Investment Analyst

POSITION TITLE : Investment Analyst

WORK LOCATION : 3x a week at Ayala Alabang (Head Office) and 2x a week at Makati Sales Office

WORK SETUP : Full-Time, Onsite

SALARY : PHP 25,000

JOB SUMMARY :

The successful candidate will support senior investment professionals in conducting market research, financial analysis, and portfolio management activities while contributing to investment decision-making processes.

KEY RESPONSIBILITIES :

– Conduct comprehensive financial modeling and valuation analysis for potential investments across various asset classes.

– Prepare detailed investment memos, pitch books, and presentations for internal committees and clients.

– Perform due diligence on investment opportunities, including company research and competitive analysis.

– Monitor existing investments and prepare regular performance reports.

– Support trade execution and settlement processes.

– Maintain accurate records of all investment transactions and portfolio positions.

QUALIFICATIONS :

– Bachelor's degree in Finance, Economics, Business, or related field.

– 2+ years of experience in investment management, equity research, or financial analysis.

– Strong proficiency in financial modeling, Excel, and Bloomberg Terminal.

– Solid understanding of financial markets, investment principles, and valuation methodologies.

– Excellent written and verbal communication skills.

– Strong analytical and problem-solving abilities.

– Ability to work independently and manage multiple priorities in a fast-paced environment.