Sr Analyst, Financial Analysis

Sr Analyst, Financial Analysis

Makati City, National Capital Region ₱ Y INTERNATIONAL KAI-ZEN RESEARCH FOUNDATION

Posted today

Job Description

Key Responsibilities

• Philippine Equities

• Conduct deep-dive fundamental research on Philippine-listed companies across multiple sectors.
• Build and maintain financial models to forecast earnings, valuation multiples, and capital structures.
• Serve as a liaison with company management by participating in earnings calls, investor briefings, and direct interviews.
• Produce equity research reports with actionable recommendations for internal stakeholders.
• Track macroeconomic trends, regulatory developments, and sector-specific catalysts impacting company performance.
• Monitor daily market movements, liquidity, and trading volumes to provide real-time insights.
• Collaborate with portfolio managers on portfolio monitoring and investment strategy reviews.

• Venture Capital

• Support the deal origination process by mapping ecosystems and identifying high-potential startups.
• Perform financial, operational, and strategic due diligence on startups, including customer references and business model validation.
• Build dynamic financial models for scenario testing and valuation of startups
• Draft investment memos, pitch decks, and presentations for the investment committee and external investors.
• Conduct industry deep-dives into emerging sectors such as fintech, healthtech, consumer goods, SaaS, etc.
• Track competitive landscapes and benchmark portfolio companies against peers.
• Assist in portfolio management, including performance tracking, KPI reporting, and follow-on funding analysis.
• Stay up-to-date on global trends, M&A activity, and capital flows to inform investment decisions.

• Cross-Functional

• Synthesize research findings into clear, concise, and actionable insights for senior leadership.
• Collaborate with external partners, advisors, and industry experts to enhance deal flow and market understanding.
• Manage data sources, databases, and research tools (Bloomberg, Capital IQ, PitchBook, Crunchbase, etc.) to ensure high-quality research.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field. Postgraduate degree or CFA/CPA designation is a plus.
• 1–3 years of relevant experience in equity research, investment banking, venture capital, or management consulting.
• Strong skills in financial modeling, valuation, and Microsoft Excel/PowerPoint.
• Collaborative team player with a proactive, self-starter attitude.
• Proficiency with research platforms (Bloomberg, FactSet, PitchBook, Capital IQ, or similar).
• Excellent written and verbal communication skills, with the ability to present complex analysis in a clear manner.
• Strong attention to detail and ability to manage multiple workstreams in a fast-paced environment.
• High degree of intellectual curiosity, problem-solving ability, and commercial mindset.

Job Type: Full-time

Pay: From Php30,000.00 per month

Investment Analyst

Posted 1 day ago

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

Job Type: Full-time

• Additional leave
• Company events
• Health insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Education:

• Bachelor's (Preferred)

Investment Analyst

Taguig, National Capital Region ₱ - ₱ Y DigiPlus Interactive Corp.

Posted 1 day ago

Job Description

DigiPlus Interactive Corp. pioneered digital entertainment in the Philippines. It introduced leading platforms BingoPlus and ArenaPlus, widely known for their engaging experiences in interactive gaming and sports entertainment. DigiPlus also operates GameZone, with more to come.

Qualifications:

• 2-5 years of relevant experience
• Demonstrated research skills
• Highly organized and keen on details
• Curious and exhibits an entrepreneurial mindset
• Strong communication and presentation skills
• Proficient in MS Office (i.e., Word, Excel, and Powerpoint)
• Startup, AI, Web3 or Big Data experience is preferred but not required
• Willing to work fully on-site in BGC, Taguig

Main Duties and Responsibilities:

• Assists the investment head in crafting product research (business model review, user journey, etc.)
• Researching related business opportunities and viable income streams in tech space
• Identifying and mapping business strengths and customer needs
• Following industry trends locally and internationally
• Handles team-related tasks as required by the line manager

Think you're a fit? Send your updated CV/resume and a recent photo to | Subject: Application – (Job Title) – (Your Full Name)

Job Type: Full-time

• Additional leave
• Company Christmas gift
• Company events
• Health insurance
• Life insurance
• On-site requirements: Startup, AI, Web3 or Big Data experience is preferred but not required

Location

• Taguig: Rel iiable commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Investment Analyst

Posted today

Job Description

This function is responsible for providing financial advice and services to ALGI on a range of investment matters, including buying and selling investment trusts and shares or bonds, to help the Company maximize its earning potential and to provide improvements on investment related activities.

Investment Analysis

• Search for, analyse, interpret and summarize market data per industry for the use of Investment Manager and Management
• Monitor and evaluate performance of current portfolio
• Analyse current and prospective investees

Investment Recommendations

• Study existing and new investment products and opportunities and come up with Investment proposals
• Recommend purchases and sales of stocks, bonds, and other investment products with cash flow and gain/loss computations

Reporting

• Preparation of management reports
• Updating of data sheets
• Reporting to Investment Manager and Assistant Treasure

Education, Trainings, Licenses Required:

• With at least 2 years of Investment/Financial Analyst or related experience
• Accountancy or Financial Management or Finance graduate
• CPA license is a plus

Job Type: Full-time

Investment Administrative Analyst

Posted today

Job Description

COMPANY PROFILE: This company has been in the industry for over 49 years. It is an IT company that provides business process and IT outsourcing services to their client.

Position: Investment Administrative Analyst

Company Industry: IT Company

Work Schedule: Nightshift

Work Set Up: Work onsite

Benefits:

• Leave Entitlements
• Retirement fund
• Share Purchase Plan
• Performance Bonus
• Group Life Insurance
• Free health consultation
• Reward program

Job Requirements:

• Bachelor's degree Holder in Finance, Accounting, Economics, or a related discipline
• At least 2 years of experience in an analytical or financial services role (asset).
• Strong understanding of mutual funds, capital gains, fund compensation, and investment account operations is an advantage
• Can start as soon as possible
• Willing to work onsite in Taguig City

Job Responsibilities:

• Work in a team setting in the financial back office.
• Check received documents for completeness and compliance with industry and corporate norms.
• Log all fund firm transactions, both financial and non-financial, in our transfer agency system.
• Use peer-to-peer quality control.
• Deliver exceptional quality and performance to maintain high service standards.

Note

All listed positions are Full-time with various schedules and benefits. Some postings indicate night shifts or onsite requirements. Locations include Manila, Makati, Taguig, and nearby NCR areas.

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