Investment Analyst, Makati

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

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.