Investment Analyst
Our Clients
Investment Analyst
Location: Makati City
Work Setup: On-site
Work Schedule: Monday to Friday
Employment Type: Full-time
Job Summary
We are looking for an analytical and detail-oriented Investment Analyst to support the evaluation, execution, and management of investment opportunities. The ideal candidate will conduct financial analysis, build financial models, perform market research, assist in due diligence, and help monitor portfolio performance. This role offers the opportunity to work closely with senior investment professionals on transactions, strategic initiatives, and value creation projects across various industries.
Key Responsibilities
- Conduct in-depth financial analysis and develop financial models to assess investment opportunities.
- Perform industry, market, and competitor research to identify trends, risks, and growth opportunities.
- Assist in sourcing potential investment opportunities through market research, networking, and industry intelligence.
- Support due diligence activities, including financial, commercial, legal, operational, and ESG assessments.
- Prepare investment memoranda, presentations, financial reports, and materials for internal investment discussions.
- Monitor the financial and operational performance of portfolio companies and provide insights for decision-making.
- Support strategic initiatives such as business expansion, capital raising, mergers and acquisitions (M&A), and operational improvement projects.
- Assist in valuation analysis and portfolio exit planning.
- Collaborate with internal teams and external advisors throughout the investment lifecycle.
- Stay updated on macroeconomic developments, industry trends, and market conditions that may impact investment decisions.
Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, Accounting, or a related field.
- 1–3 years of experience in Private Equity, Investment Banking, Management Consulting, Corporate Finance, Transaction Advisory, or a related field.
- Strong financial analysis, valuation, and financial modeling skills.
- Proficient in Microsoft Excel, PowerPoint, and other Microsoft Office applications.
- Experience in preparing investment presentations, reports, and financial analyses.
- Excellent analytical, problem-solving, and quantitative skills.
- Strong written and verbal communication skills with the ability to present complex information clearly.
- Highly organized with exceptional attention to detail.
- Self-motivated, intellectually curious, and capable of managing multiple priorities in a fast-paced environment.
- Ability to work independently while collaborating effectively with cross-functional teams.
Preferred Qualifications
- Experience in mergers and acquisitions (M&A), transaction advisory, due diligence, or investment analysis.
- Knowledge of valuation methodologies such as DCF, comparable company analysis, and precedent transactions.
- Exposure to portfolio management, strategic planning, or corporate development is an advantage.
- Familiarity with ESG considerations in investment analysis is a plus.
Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Investment Analyst in Makati vacancy
- ...Strengthen risk oversight with clarity and confidence. We’re looking for a detail-oriented Investment Risk & Governance Officer who can support investment risk monitoring, governance controls, and compliance oversight for international clients. If you’re analytical,...
- ...responsibilities - Lead, recruit, and develop a high-performing team of Sales Associates. - Coach and mentor team members on investment products, trading platforms, and sales techniques. - Conduct regular training sessions on the company’s investment offerings, compliance...
WHR Global Consulting
Makati20 days ago - ...development opportunities Key Responsibilities Manage partnership engagement sessions for bank partners and clients Create new investment training programs for bank sales teams and partners Conduct BEST Program and investment training for sales teams and bank...
- ...To learn more, visit . What does an IT Operations Systems Analyst – CMDB and Asset Life Cycle Management do? Sealed Air is looking... ...Air? We have a very diverse and inclusive culture. We invest in developing our people. You can hone your expertise and further...
- ...Accounting and Reporting Expert / Senior Analyst Help shape the future of global finance reporting At ING, we believe people... ...diverse and supportive colleagues? Then there is no better place to invest your talents than at ING. Join us. Apply today. Apply...
- ...wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and...
- ...health and preventive care programs Gender-neutral parental leave for a minimum of 8 weeks Employee Share Plan with voluntary investment and Henkel matching shares HMO healthcare coverage plan Provident Fund Group Life and Personal Accident Insurance At...
- ...The Data Analyst will help build and maintain the company's data and reporting infrastructure from the ground up. This is a hands-on role for a self-starter who can turn repetitive ERP and operational data extracts into sustainable dashboards, analyses, and decision-...
- ...methods like interviews, workshops, and document analysis. Problem-solving skills: Ability to identify root causes of issues and develop effective solutions. Specializations within Banking Business Analyst Roles Fresh graduates are welcome to apply...
- Sealed Air designs and delivers packaging solutions that protect essential goods transported worldwide, preserve food, enable e-commerce and digital connectivity, and help create a global supply chain that is touchless, safer, less wasteful, and more resilient. We strive...
- ...Financial Reporting Analyst Help shape the future of banking finance At ING, we believe banking should make life easier, not... ...diverse and supportive colleagues? Then there is no better place to invest your talents than at ING. Join us. Apply today. Apply now...
- ...company Monroe Consulting Group Philippines is recruiting on behalf of a major Asian capital markets and investment group. Our client is seeking a Senior IT Support Analyst to provide technical assistance, guidance, and support to internal end users in their daily...
- ...ABOUT THE ROLE We are looking for experienced Research Analysts to work on a project basis. You will help produce authoritative white... .... We give high regard to empowering relationships, and we invest in resources (time, talent, treasure) to foster a high-performing...
- ...Loyalty Member III / Contact Center Professional V (BE Customer Care Analyst) Analyst | Retail Banking Operations (Customer Loyalty Member... ..., inspiring, diverse and supportive colleagues? Then there is no better place to invest your talents than at ING. Apply now...
- ...business decisions. This is a hands-on, full-charge role for someone who is both an organized bookkeeper and a strong financial analyst. You'll be responsible for multiple entities, so attention to detail, process discipline, and the ability to manage multiple...
- ...As a QA Automation Analyst, you will be contributing to multiple software products and working to enforce their quality. You will be responsible for analyzing the functionality of applications and designing automated tests to validate their performance to meet quality...
- Responsible for handling payment-related requests, escalations, and investigations across international, domestic, and direct debit transactions. The role ensures timely resolution of payment issues, compliance with risk and regulatory requirements, and close coordination...
- ...Job Title: Data Analyst Role Summary The Data Analyst plays a critical role in safeguarding the accuracy, integrity, and reliability of large and complex datasets. This role focuses on developing scalable data‑quality capabilities and automated validation frameworks...
- ...AI Analyst Help Shape the Future of AI at ING Artificial Intelligence is changing how businesses work, make decisions, and create value. At ING, we're looking for an AI Analyst / Consultant who can connect business challenges with innovative AI solutions and...
- ...ensure you work with integrity and hold the customer's interests at heart? Do you want to be surrounded by progressive, inspiring, diverse and supportive colleagues? Then there is no better place to invest your talents than at ING. Join us. Apply today. Apply now...
- As part of the FM Derivatives Circle, you will be responsible for the correct, complete and timely processing and administration of a wide range of FM Derivatives Products offered by ING Financial Markets (interest rate derivatives, equity derivatives, commodity derivatives...
- ...exciting opportunity for a Business Performance and Financial Analyst. This role will be based in 6750 Ayala, Makati. Note: This... ...insights on profitability, cost efficiency, and return on investment (ROI) Support internal reporting on JV financial performance...
- ...Turn financial data into decisions. We’re looking for a detail-oriented and commercially astute FP&A Analyst who can bring clarity to business performance through accurate reporting, sharp analysis, and practical insights. If you enjoy working with numbers, improving...
- ...ensure you work with integrity and hold the customer's interests at heart? Do you want to be surrounded by progressive, inspiring, diverse and supportive colleagues? Then there is no better place to invest your talents than at ING. Join us. Apply today. Apply now...
- ...Test Analyst Important Information Location: Makati, Philippines Experience: Min 6 years experience Job Mode: Contract (subject for regularization) Work Mode: Hybrid Set up 1x onsite per week | Day Shift Schedule Salary Range: 60K-70K MAX + Benefits...
1300 - 1500 $
...Data and Finance Analyst, are you there? Hey there! We're looking for a Data and Finance Analyst for a UK-based sustainability consultancy that's passionate about helping businesses reduce their carbon footprint through science-led strategies and actionable data...- Availability : Must be amenable to start ASAP Work Setup: Onsite (Makati) Responsibilities: Create and refine dynamic scheduling processes that maximize workforce efficiency and boost productivity. Assess staffing demands and predict upcoming scheduling ...
- ...Senior Business Analyst | ESG Tribe Help Shape ING's Data-Driven Future At ING, we believe data can help people and businesses... ...diverse and supportive colleagues? Then there is no better place to invest your talents than at ING. Join us. Apply today. Apply now...
- ...Role Summary The IT Foundation & Operations (ITOF) Portfolio Analyst supports portfolio governance and performance management across IT Operations & Foundation teams and initiatives. This role supports alignment of portfolio activities with strategic objectives, facilitates...
- ...over 40 countries. Our purpose is to empower people to stay a step ahead in life and in business. We have intermediate credit analyst (with 3 to 5 years’ experience) positions that offer an ideal opportunity to gain exposure to a new, strategically important,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst. Be the first to apply!
