Financial Services Professional

24 hours ago

Iloilo City, Western Visayas, Philippines beBeeInvestment Full time $90,000 - $120,000
Investment Banking Specialist Role

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

Key Responsibilities
  • Conduct market research including competitor analysis and industry research to create insights into niche subject areas.
  • Lead financial modeling and valuation analyses, 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.
  • Collaborate 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.
Requirements
  • Experience: 1–2 years in investment banking or comparable experience (top-tier consulting or sell-side equity research will be considered).
  • Education: Strong academic credentials preferred.
  • Technical Expertise: Proficiency in PowerPoint and financial modeling.
  • Intellectual Curiosity: Ability to adapt, use new tools, and find creative solutions.
  • Professional Presence: Strong communication skills with the ability to engage effectively with senior professionals and clients.
  • Self-Motivated: Highly driven individual who thrives in a fast-paced environment.

The ideal candidate is entrepreneurial, technically strong in financial modeling, and eager to help build and shape the firm's future.

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