Investment Analyst
Full-time
WHR Global Consulting
Job Title: Investment Alayst
Location: Makati or Alabang
Work Shift: Day Shift
Employment Type: Full-time
Job Description:
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.
Functions (Duties and 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
Job Skills And 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
Vacancy posted 21 days ago
Similar jobs that could be interesting for youBased on the Investment Analyst in Muntinlupa vacancy
- ...Job Overview We are looking for a Finance & Reporting Analyst / Accountant to support the production and delivery of accurate, timely... ...capabilities Knowledge of basic non-life insurance and Investment Accounting Highly organized with attention to detail Ability...
- HUSTLE IN ALABANG, LUNCH IS ON US! Free lunch every day, plus extra treats to help you grow, earn, and save more! Awesome perks await in #WeAreTGT: ALABANG! Health & Wellbeing: Additional HMO (with dependent & pre-existing coverage), dental support, life insurance...
- ...We are looking for a detail-oriented and analytical Financial Fraud Analyst to join our team. The role is responsible for detecting, preventing, and investigating fraudulent activities across financial transactions, accounts, and systems. You will work closely with internal...
- ...on regulatory and reporting functions ~ Advanced Excel capabilities ~ Knowledge of basic non-life insurance and Investment Accounting ~ Highly organized with attention to detail ~ Ability to multitask, prioritize and deliver results on...
- ...Job Summary We are looking for a highly analytical and detail-oriented Sr. IT Business Analyst - Process Engineer to join our team. In this role, you will play a critical part in re-engineering operational workflows, managing cross-functional projects, and ensuring...
- Analyze credit data and financial statements to assess risk. Prepare detailed reports and present findings to management. Monitor loan performance and report on potential defaults. Stay updated on industry trends and regulations. Collaborate with other departments...
- Responsibilities: Analyze inventory levels and optimize stock to meet demand. Monitor inventory accuracy and investigate discrepancies. Prepare reports on inventory performance and key metrics. Coordinate with suppliers and stakeholders to ensure timely replenishment...
- ...Job description: The Trade Analyst is responsible for providing valuation opinions and issuing trade reports in accordance with Import Verification Program (IVP) rules, country instructions, and internal quality standards. The role involves data analysis, document review...
- ...We are looking for a Business Analyst with QA experience to support both requirement analysis and quality assurance processes. This role focuses on stakeholder coordination, documentation, and ensuring that business needs are clearly communicated to the development...
- ...POSITION TITLE: Finance Analyst WORK LOCATION: Alabang, Muntinlupa WORK SETUP: Rotating Shift SALARY: PHP 40k Job Description: The position will work closely with all levels of the organization, drive the reporting function for reinsurance and support...
- Analysis & Interpretation: Identifying, analyzing, and interpreting trends or patterns in complex data sets. Cleaning & Filtering: Reviewing reports and performance indicators to locate and correct code problems or data errors. Reporting & Visualization: Creating visualizations...
- ...The Reports Analyst plays a critical role in transforming raw data into actionable insights that support organizational decision-making. The position involves gathering data from multiple sources, analyzing and interpreting trends, and presenting findings in a clear and...
- ...trends, algorithm updates, and best practices. Who We’re Looking For - At least 2 years’ experience as an SEO Specialist, SEO Analyst, or similar role. - Solid understanding of search engine algorithms, ranking factors, and digital marketing concepts. - Hands-...
- ...Job Description We are looking for a detail-oriented Data Analyst to join our team. This role is responsible for managing customer and territory data, ensuring high levels of accuracy, integrity, and availability. You will also support the Regional Sales Analyst with...
775000 $ per day
...ALREADY HAVE THE RIGHT TO LIVE AND WORK IN THIS COUNTRY ARE ELIGIBLE TO APPLY FOR THIS ROLE--- POSITION TITLE: Insurance Operations Sr Analyst WORK SETUP: Hybrid RESPONSIBILITIES: • Team Leadership: Supervise and manage a team of 15-20 members, fostering a collaborative and...- SGS is the world’s leading inspection, verification, testing and certification company. SGS is recognised as the global benchmark for quality and integrity. With more than 94,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world...
- Description Design and implement testing strategies to ensure software quality. Conduct audits and evaluations of processes in the contact center environment. Collaborate with development teams to identify and resolve defects. Analyze billing processes to maintain...
- ...The Data Quality Analyst’s role is to strategically manage various customer attributes ensuring high levels of data quality, integrity, availability, and privacy. The individual will also support the Regional Sales Analyst, providing various ad-hoc and reoccurring data...
- ...We are seeking a highly motivated Junior Analyst Programmer to join our growing IT team. This role is ideal for fresh graduates or early-career professionals eager to kickstart their career in software development and system analysis. You will contribute to the development...
- ...JOB SUMMARY We are looking for a highly analytical and detail-oriented Business Analyst (BA) to join our growing team. This role plays a critical part in ensuring that insurance product enhancements, process improvements, and system implementations are effectively designed...
- Description Evaluate insurance applications and determine risks associated with insuring clients. Analyze financial data to establish policy terms and pricing. Collaborate with sales and customer service teams to resolve client queries and concerns. Maintain...
- ...customer and development, supported by the Test Summary Report and/or Acceptance Test Certificate. Collaborates with Senior Quality Analyst in applying knowledge and experience to mostly routine situations, application of working or functional knowledge and capability in...
- ~ Process Analysis and Automation Design ~ RPA Development ~ Quality Assurance and Testing ~ Reporting, Documentation & Analysis ~ Support Qualifications: ~ Bachelor’s Degree in Computer Science, Information Technology, or related field. ~4-6 years of relevant...
- ~ Translate business needs to technical specifications ~Design, build and deploy BI solutions (e.g. reporting tools) ~Maintain and support data analytics platforms (e.g. MicroStrategy) ~Create tools to store data (e.g. OLAP cubes) ~Conduct unit testing and troubleshooting...
- ...Role Overview: The Commodity Marketing Support Analyst supports the Frontline Team by managing key market intelligence reports, data systems, and process improvements. The role handles the preparation and timely release of Daily AgriBrief, Monthly PhilAgriBrief, Bi-Weekly...
- Description: Provide first-line support for IT-related issues, resolving them in a timely manner. Manage service requests, incidents, and problems to ensure user satisfaction. Maintain documentation for all service desk activities and ensure accurate reporting...
- ...Position- Technology Analyst Team Leader Industry: BPO Location: Alabang, Muntinlupa City Schedule: Shifting Work Setup: On-site Salary: Php 65,000 – 75,000 Company Profile Lead IT service delivery operations, ensuring high availability, timely...
- ~ Design, develop, modify, and deploy backend solutions using C# and .NET Core/ASP.NET Core. ~ Code and test new or updated api services ~ Design and consume RESTful APIs for seamless application and service integration. ~ Develop and optimize database systems, including...
- Design and develop automated tests in a web-based environment using automation tools and scripting tools such as Selenium WebDriver and/or any automation tools. Review requirements and participate in architecture/design reviews with an emphasis on test automation strategy...
- ...Business Analyst Job Responsibilities Business Analysis Gather, analyze, and document business requirements, user stories, and acceptance criteria. Collaborate with business users to understand business objectives, product requirements, and system...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst. Be the first to apply!
