Associate Investment Analyst

3 weeks ago


Metro Manila NCR, Philippines Credit Guarantee and Investment Facility (CGIF) Full time
EXPECTED OUTCOMES
The AIA will report directly to a Unit Head and will have the following main responsibilities.
• Perform ongoing analysis/research and write review reports on CGIF's existing clients
as required with the supervision of the lead specialist or the Unit Head.
• Identify material business and financial changes of the clients compared to previous
reports and assess their impact.
• Assist Senior Investment Specialist / Investment Specialist with their responsibilities.

QUALIFICATION

Education Requirements:

A university degree in business, economics, finance or related fields from a top university.

Relevant Experience and Skills:

• Preferably at least 5 years of relevant professional experience in banking or finance sector, performing credit analysis or investment research and/or due diligence covering business and financial profiles of corporations.
• Ability to comprehend and analyze financial statements and have good understanding of accounting principles.
• Professional experience in private sector infrastructure and project finance, including hands-on experience in due diligence, financial modeling, mitigating credit and other risks, negotiating term sheets and finance documentation and related project finance activities will have an added advantage.
• Excellent communication skills and ability to interact, at a senior level in English.
• Able to work under tight deadlines and to travel frequently.
• Working proficiency in MS Word, Excel and Power Point.
• Candidates who successfully completed CFA Level 1 will have an added advantage.
• Strong analytical and creative problem-solving skills, including financial due diligence and credit assessment skills or industry experience would be an added advantage.

TECHNICAL COMPETENCIES

• Able to provide analytical support such as in-depth research, pricing, financial analysis, cash flow projection and sensitivity.
• Able to review and analyze performance of portfolio of companies, support the IS/SIS with respect to performing annual or more periodic reviews.

CORE COMPETENCIES

Achieving Results and Problem Solving
• Understands and delivers set work plan according to agreed timeline.
• Notifies supervisor when a setback occurs in completing routine tasks.
• Seeks supervisor's guidance to properly identify and solve problems.
Personal Effectiveness
• Manages own tasks and personal time well.
• Prompt and reliable in completing tasks at hand; requires direct supervision.
• Has a positive attitude towards change in work environment.

Collaboration and Teamwork
• Collaborates with the department; is friendly and cooperative.
• Offers assistance to others, when asked, to achieve departmental objectives.
• Treats everyone with courtesy and respect.

Interested candidates are invited to submit their applications with a detailed curriculum vitae including nationality, present and expected salary, a recent photograph, a contact telephone number and an email address to Head of BPPMS at [HIDDEN TEXT] with the subject of the email listed as 'Application for Associate Investment Analyst' no later than 20 January 2024.
Only shortlisted candidates will receive notification on the next stage of evaluation.



  • Manila, National Capital Region, Philippines Green Recruitment Company Full time

    ​Job Title: Investment Management AnalystLocation: Manila, National Capital Region, Philippines (On-site)TGRC has an exciting opportunity for you to join our dynamic team as an Investment Management Analyst. This role is managed by The Green Recruitment Company on behalf of our esteemed client in the renewables business.Responsibilities: Undertake...


  • City of Manila, Philippines Green Recruitment Company Full time

    ​Job Title: Investment Management AnalystLocation: Manila, National Capital Region, Philippines (On-site)TGRC has an exciting opportunity for you to join our dynamic team as an Investment Management Analyst. This role is managed by The Green Recruitment Company on behalf of our esteemed client in the renewables business.Responsibilities:Undertake...


  • Manila, Philippines ACCPRO INTERNATIONAL Full time

    Investment Document Quality Assurance Analyst Job Description The Investment Document Quality Assurance Analyst will perform the functions outlined below: ● Automate and analyze Customer platform subscription, transfer, and redemption documents ● Maintain and update all documents hosted on the Customer platform (i.e. share class supplements, disclosure...

  • Investment Analyst

    4 days ago


    Taguig, Manila, Philippines Willis Towers Watson Full time

    The RoleAs an Investment Analyst in the Manila Investments team, you will be part of a team of enthusiastic professionals. You will build a sound understanding of the client and its reporting needs, while working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. You will:Develop...


  • Manila, Philippines ACCPRO INTERNATIONAL Full time

    Investment Document Quality Assurance Analyst Job Description The Investment Document Quality Assurance Analyst will perform the functions outlined below: ● Automate and analyze Customer platform subscription, transfer, and redemption documents ● Maintain and update all documents hosted on the Customer platform (i.e. share class supplements, disclosure...

  • Investment Analyst

    3 weeks ago


    Taguig, Manila, Philippines Willis Towers Watson Full time

    The RoleAs an Investment Analyst in the Manila Investments team, you will be part of a team of enthusiastic professionals. You will build a sound understanding of the client and its reporting needs, while working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. You will:Develop...


  • Metro Manila / NCR, Philippines Microsourcing Philippines Inc Full time

    The Senior Technical Analyst is responsible for all front-line interactions from Evolve IP clients to the Client Support Center. The ideal associate will provide quality first response to omnichannel client interactions, provide technical support, and achieve high client satisfaction. We are looking for associates who demonstrate our Vision, Motto, Core...


  • Manila, Philippines ACCPRO INTERNATIONAL Full time

    Investment Document Quality Assurance AnalystJob DescriptionThe Investment Document Quality Assurance Analyst will perform the functions outlined below:● Automate and analyze Customer platform subscription, transfer, and redemption documents● Maintain and update all documents hosted on the Customer platform (i.e. share class supplements, disclosure...


  • Metro Manila, Philippines JPMorgan Chase Full time

    As a Managed Product Operations Associate, you will be responsible for executing key deliverables within the strategic business agenda across Wealth Management. You will ultimately be responsible to evaluate and make improvements to business processes, and subsequently execute the production tasks of the improved process. You will ensure the efficiency of...


  • Metro Manila / NCR, Philippines Neksjob Corporation Full time

    Italian Bilingual Analyst Salary Range: PHP28500 - PHP89400/month Taguig/ Cebu Qualifications: Bachelor's Degree in Information Technology, Computer Science or other relevant fields 2 years of professional IT experience or 2 years of professional customer service/technical support work experience in BPO or related industry With M365...


  • Metro Manila / NCR, Philippines Seven Seven Global Services Inc Full time

    Technical Operations Analyst (Operations Engineer)Incident and Problem Support• Provide 2nd level support to incidents/problems escalated by level 1 support. • Perform code level investigation/troubleshoot of incidents and problems and implement code changes in a highly technical environment.• Investigate, diagnose and report software defects to build...


  • Taguig, Manila, Philippines Willis Towers Watson Full time

    The RoleThe Manila Onboarding is under Investment Operations a team within the Investments line of business.The Manila Onboarding is part of WTW Global Investment Operations that is responsible for three types of onboarding work streams: Client Onboarding (COB), Manager Onboarding (MOB) and Funds Onboarding (FOB). COB deals with coordinating and project...


  • Manila, Taguig, Philippines Willis Towers Watson Full time

    The RoleAs a Senior Investment Analyst, you will be responsible for people management, project management and excellence and continuous improvement of the sub-groups within the Manila Investments team.People ManagementMonitor the performance of direct reports and provide feedback on a regular basisComplete the performance evaluation of each direct report as...

  • Technical Analyst

    4 weeks ago


    Manila, Philippines C'EST LA VIE EVENT MANAGEMENT INC Full time

    A Technical Analyst, or Market Technician, is responsible for analyzing the stock market and investment opportunities for the company they work for. Their duties include analyzing the stock market, creating potential investment forecasts and advising company leadership on investment opportunities.


  • Metro Manila / NCR, Philippines South Star Drug Inc Full time

    JOB DESCRIPTION Tracks and analyzes monthly financial reports including top to bottom deviation analysis between actual and budget & latest estimates in sales, cost and other key performance indicators. Reviews the commercial and financial viability of new major capital investments and marketing spend proposal ensuring soundness of assumptions, alignment of...


  • Metro Manila / NCR, Central Luzon, Southern Tagalog, Philippines Microsourcing Philippines Inc Full time

    The ideal associate will provide quality first response to omnichannel client interactions, provide technical support, and achieve high client satisfaction. We are looking for associates who demonstrate our Vision, Motto, Core Values, and have a High EQ. Client-Centric: Being passionate, caring, and empathetic while delivering World Class CX Accountability:...


  • Manila, National Capital Region, Philippines Asian Development Bank Full time

    Job DescriptionDescription –>The (Associate) Project Analyst provides analytical and statistical support with respect to the assigned project portfolio including technical support in portfolio management, project administration, project processing activities related to loans and technical assistance (TA), knowledge work, and budget management activities....

  • Market Analyst

    4 weeks ago


    Manila, National Capital Region, Philippines Green Recruitment Company Full time

    Our client is looking for a Market Analyst to provide technical and commercial analysis across the battery storage and renewable energy space across the APAC region. This role is based in Manila within the Investment team, working closely with the Engineering and Development teams.TGRC is proud to partner with a global renewable energy developer with a...


  • Metro Manila / NCR, Philippines John Clements Consultants Inc Full time

    Role : Senior Fund AdministratorMinimum Years of Experience : 2 years of Fund Accounting experience; 1 year Private Equity experienceLocation : Pasay CityJob Description :Roles & Responsibilities :'Optimize and streamline processes to increase efficiency. Historical accounting data has been tracked in Microsoft Excel. The individual will be required to...


  • Cebu City, Metro Manila / NCR, Philippines Microsourcing Philippines Inc Full time

    We are looking for a Software QA Analyst – Automation to assist the AVP of IT QA in defining and developing in-house quality procedures, standards, best practices, metrics, and new QA Automation tools to ensure the quality goal is met. He or she will work with the business and project teams to identify appropriate test coverage as necessary to support the...