Finance Expert

22 hours ago

Lipa City, Calabarzon, Philippines beBeeFinancial Full time $80,000 - $100,000
Investment Banking Role

This role provides hands-on experience with seasoned professionals, leadership opportunities, and a collaborative culture that values work-life balance.

We are seeking an entrepreneurial individual who is technically strong in financial modeling and eager to help build and shape the firm's future.

Key Responsibilities
  • Conduct market research including competitor analysis, industry research, and using raw datasets to create insights into niche subject areas.
  • Lead financial modeling and valuation analyses by taking raw financial data from clients and creating transaction structuring, working capital pegs, and LBO models.
  • Develop client-facing materials for M&A and capital markets transactions including strategic presentations and confidential information memorandums.
  • Work closely with senior team members and clients to execute transactions and assess strategic alternatives.
  • Manage execution processes ensuring seamless transaction workflows and high-quality deliverables.
  • Actively contribute to recruiting and firm-building initiatives.
Requirements
  • Experience: 1–2 years in investment banking or comparable experience top-tier consulting or sell-side equity research with relevant transaction exposure will be considered.
  • Education: Strong academic credentials preferred though not required.
  • Technical Expertise: Proficiency in PowerPoint and financial modeling including LBO, 3-statement modeling, and detailed business plan forecasting.
  • Intellectual Curiosity: Ability to adapt use new tools and find creative solutions to aid efficiency.
  • Professional Presence: Strong communication skills with the ability to engage effectively with senior professionals and key stakeholders.
  • Self-Motivated: Highly driven individual who thrives in a fast-paced environment and can operate with a high degree of independence.
  • Client Relationship: Directly working with the client communicating with the client providing services and addressing client-related matters independently.

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