Investment Analyst

2 weeks ago

Taguig, Philippines Whitestone Holdings Full time

JOB OBJECTIVE/ PURPOSE:

The Investment Analyst is part of the Investment and Business Development team and will be responsible for the research, due diligence, and financial analysis undertaken for potential deals being reviewed by the Company. In addition to this, the Investment Analyst will handle the preparation for marketing and investor materials including but not limited to information memorandums and financial models. The Investment Analyst will also assist in the management of the investments made by the Company thru coordinating with third party service providers and maintaining relationships with investors and clients of the Company.

JOB RESPONSIBILITIES:

  • Conduct market research as required for investment opportunities being reviewed by the Company.
  • Creation of Financial Models to determine the viability of an investment and assist management in decision making.
  • Conduct Due Diligence on potential acquisitions and/or investments which includes but is not limited to actual site inspections and review of financial, legal, and market information.
  • Monitoring the performance of the Companyâs investments
  • Prepare investor and marketing materials (teasers, Investment Memorandums, monthly reports), as necessary.
  • Coordinate with third party service providers as necessary.
  • Updating of asset and investor information on the Companyâs online Investor Portal on a weekly basis and as required.
  • Work and communicate well with the Business Development team, management team, company clients and company shareholders.
  • Coordinate with other departments such as but not limited to Asset Management, Legal, Marketing, Sales to deliver the required outputs.
  • Analyse asset performance to identify opportunities to improve investment performance.
  • Performs other duties that may be assigned from time to time.

QUALIFICATIONS:

  • Bachelorâs degree in Finance, Economics, Business Management or its equivalent.
  • Excellent communication skills.
  • Strong mathematical and numerical skills.
  • Proficiency in data collection and analysis.
  • Skilled in Financial Modeling.
  • Must be willing to work and entertain queries outside of regular working hours.
  • Minimum of 2 years' experience in Investment Management or a related field.
  • Preferably with a thorough understanding of the real estate industry.
  • Natural collaborator and strong communicator.
  • Must be adept with Microsoft 365.

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