Investment Analyst

4 weeks ago

Manila, Philippines WHR Global Consulting Full time

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.

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