SA - Finance Analyst (Investment Analyst)

2 weeks ago


Makati, Philippines P&A Grant Thornton Full time

Overview

Join P&A Grant Thornton as Accounting Specialist/Financial Analyst (Investment Analyst)

At P&A Grant Thornton, one of the leading accounting and advisory firms in the Philippines and a proud member of Grant Thornton International Ltd., we take pride in delivering top-notch business solutions while building a culture of collaboration, integrity, and growth.

With over four decades of service excellence, we continue to be recognized as one of the country’s most trusted professional services firms, helping businesses thrive in an ever-changing world.

We believe in empowering our people. At P&A Grant Thornton, you’ll find a workplace that values professional development, teamwork, and work-life balance. We don’t just provide jobs—we build careers.

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

Primary Duties & Responsibilities
  • Conduct comprehensive financial modelling 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 accounting
  • CPA or non-CPA
  • Minimum 1 year of experience in investment management, equity research, or financial analysis
  • Strong proficiency in financial modelling, 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
Why Join P&A Grant Thornton?

At P&A Grant Thornton, You’ll Experience a Culture That Cares For Its People As Much As It Cares For Its Clients. Here’s What You Can Look Forward To

  • Performance-based salary appraisal
  • Accident and life insurance coverage
  • Paid sick leaves and vacation leaves
  • Competitive compensation package
  • Flexible work arrangements (depending on client engagement)
  • Continuous training, mentoring, and professional development
  • Exposure to diverse industries and international practices through Grant Thornton’s global network.
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