Strategic Financial Expert

5 days ago

Davao City, Davao, Philippines beBeeInvestment Full time ₱2,000,000 - ₱3,500,000
Job Overview

We are seeking a highly skilled Strategic Financial Expert to lead our investment analysis and portfolio management efforts.

Main Responsibilities:
  • Conduct in-depth research on assigned sectors and companies, developing accurate financial models and fair value assessments.
  • Pursue cross-sector investment opportunities, publishing insightful findings on our active equities platform.
  • Develop compelling investment cases for portfolio positions through comprehensive company analysis.
  • Evaluate sustainability factors, ensuring alignment with responsible investment frameworks.
  • Collaborate with senior professionals to craft effective sales strategies.
  • Foster strong relationships with diverse stakeholders worldwide through clear communication.
Essential Qualifications:
  • Proven experience as a financial analyst within an asset management or investment banking environment.
  • Awareness of sustainability frameworks and standards is highly desirable.
  • Proficiency in Excel, with knowledge of tools like FactSet/Bloomberg. Programming skills in R or Python are advantageous.
  • Excellent written and verbal communication skills, adaptable to various audiences.
  • Able to thrive in a dynamic team environment.
Key Skills:

Sustainability, Investment Analysis, Portfolio Management, Financial Modelling, Cross-Sector Research, Communication, Teamwork.

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