Financial Planning and Analysis

4 weeks ago


Philippines eClerx Full time

Financial Planning and Analysis (FP&A) Manager | Night Shift | Temp WFH

  • Conduct in-depth analysis of alternative investment opportunities across private equity, private credit, hedge funds, real estate, infrastructure, and digital assets.
  • Build and maintain financial models to assess performance, risk, and return profiles.
  • Support portfolio monitoring, including quarterly valuation reviews, performance attribution, benchmarking, and risk assessment.
  • Assist in the preparation of investment memos, due diligence reports, and presentations for internal committees and external clients.
  • Collaborate with senior analysts and portfolio managers in evaluating fund managers, co-investments, and direct deals.
  • Track and interpret market trends, economic indicators, and industry developments relevant to alternative assets.
  • Support compliance and regulatory reporting requirements, including data gathering for SEC filings and client deliverables.
  • Maintain strong relationships with internal stakeholders and external managers/service providers.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degree or progress toward CFA/CAIA preferred.
  • 2–5 years of experience in investment management, consulting, or financial analysis, with exposure to alternative investments.
  • Strong financial modeling and quantitative analysis skills; proficiency in Excel required.
  • Experience with portfolio management systems, risk platforms, or data analytics tools (e.g., Bloomberg, FactSet, eVestment, Preqin) is a plus.
  • Solid understanding of investment concepts such as IRR, MOIC, risk-adjusted return, liquidity analysis, and capital structures.
  • Strong written and verbal communication skills, with the ability to present complex analyses clearly.
  • Highly organized, detail-oriented, and able to manage multiple priorities in a deadline-driven environment.
  • Must be willing to work night shift schedules (US hours) and during PH Holidays.
  • Must be able to work at Alabang, Muntinlupa when work in the office resumes (temp WFH).
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Accounting/Auditing and Finance
Industries
  • IT Services and IT Consulting and Outsourcing and Offshoring Consulting

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