Financial Insights Specialist

2 days ago

Mabalacat, Central Luzon, Philippines beBeeInvestment Full time $120,000 - $150,000
Job Opportunity: Investor Relations and Financial Analyst

We are seeking an experienced Investor Relations and Financial Analyst to join our team. This role involves analyzing capital markets, tracking Bitcoin treasury movements, and producing investor-grade materials that directly impact strategic decisions.

This position requires a high level of precision and intensity, with a deep understanding of financial acumen. The ideal candidate will have at least 3 years of experience in investment banking, equity research, investor relations, or corporate finance.

The successful candidate will possess advanced Excel mastery, including LOOKUPs, INDEX/MATCH, nested IFs, pivot tables, and sensitivity analysis. They will also have exposure to valuation techniques, such as mNAV, EBITDA multiples, and comparables.

Responsibilities:
  • Maintain weekly Excel workbooks tracking market metrics and company performance
  • Pull and verify data for fixed ticker lists using Nasdaq IR Excel plugin
  • Create and refresh complex formulas ensuring 100% accuracy
  • Perform rigorous QA checks against source data before any delivery

In addition to technical skills, the ideal candidate will be a Bitcoin enthusiast with a genuine interest in crypto markets and digital assets. They will also possess native-level English fluency and familiarity with North American IR and investor communication standards.

Requirements:
  • Advanced Excel mastery - LOOKUPs, INDEX/MATCH, nested IFs, pivot tables, sensitivity analysis
  • Exposure to valuation techniques (mNAV, EBITDA multiples, comparables)
  • Sell-Side Research Experience - Prior exposure to equity research methodologies
  • Bitcoin enthusiast with a genuine interest in crypto markets and digital assets
  • North American IR Norms - Native-level English fluency and familiarity with North American IR and investor communication standards
Selection Process:
  • Initial Application - Submit an application highlighting capital markets experience
  • Technical Assessment - Complete Excel and financial analysis challenge (timed)
  • One-way Video Interview - Present a mock investor update demonstrating analytical skills
  • Recruitment Interview - Deep dive into Bitcoin knowledge and market awareness
  • Technical Interview - Live Excel test and valuation methodology discussion
  • Executive Interview - Direct assessment with the CEO on precision and intensity
  • Background & Reference Check - Thorough verification of financial services experience

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