Deal Execution Specialist

2 days ago


San Juan, National Capital Region, Philippines beBeeFinancial Full time ₱600,000 - ₱800,000
Investment Banking Associate

Elevate and delegate is seeking a highly capable professional to support deal execution across mergers and acquisitions and capital markets. This role offers hands-on experience with seasoned leaders leadership opportunities and a collaborative culture that values work-life balance.

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 mergers acquisitions 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.
  • Contribute to recruiting and firm-building initiatives.
Required Skills and Qualifications:
  • 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 clients 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: You will be directly working with the client communicating with the client providing services and addressing client-related matters independently.
  • Vacation Leaves and Holidays: Scheduling is aligned with the client's business needs and policies.


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