Investment Associate

1 week ago

Makati City, National Capital Region, Philippines ARQ SME Mezzanine Advisers, Inc. Full time ₱3,600,000 - ₱5,400,000 per year

The Investment Officer will be an integral part of ARQ's Investing team and will assist in pursuit of providing appropriate and innovative private mezzanine investment, and value creation to select promising Philippine SMEs. You will conduct comprehensive due diligence on Philippine SMEs aligned with ARQ's strategy, including financial, legal, and operational diligence, and provide investment committee recommendations. You will contribute to and support internal learning processes that will help shape and influence ARQ's business model to better achieve sustainability and expand its ability to reach scale through appropriate, innovative financial solutions, private sector partnerships, strategic alliances and blended financing to serve the Philippine SMEs.

The Investment Officer will assist and participate at various levels of deal execution and portfolio company investment oversight and management. Activities include, but not limited to, the following:

  • Screen new investment opportunities
  • Conduct due diligence and market validation for potential investments
  • Build relationships with entrepreneurs and investors to gain access to companies
  • Build and manage financial models, including underlying project operating pro forma, to analyze and structure investments and evaluate the associated risks.
  • Financial, business and industry due diligence on new investment opportunities
  • Compose both investment proposals and briefing memos on new investment opportunities, including term sheet development.
  • Participate in meetings and conference calls with management teams, investors and other intermediaries (investment bankers, business brokers, etc.) for new investment opportunities.
  • Assist in closing new investments
  • Liaise for corporate due diligence requirements related to underlying project and portfolio investments.
  • Perform financial reviews of existing portfolio companies and general portfolio monitoring.
  • Assist in preparing business development presentations

Qualifications:

  • Strong attention to detail
  • 1-2 years full-time, relevant work experience as explained in the prior bullet points
  • Solid understanding of accounting and finance.
  • Strong quantitative and analytical skills with extensive financial modeling and analysis experience
  • Extensive experience with Microsoft Word, Excel, and PowerPoint
  • Familiarity with debt and project finance transactions and documentation is a plus
  • Excellent written, verbal and interpersonal skills with the ability and desire to work in a fast-paced, innovative, entrepreneurial environment
  • Self-starter, dependable and reliable, excellent at taking initiative, can work independently without close supervision, and be a supportive team member

Job Type: Full-time

Pay: Php45, Php70,000.00 per month

Benefits:

  • Company Christmas gift
  • Company events
  • Health insurance
  • Paid training
  • Pay raise

Work Location: In person

  • Credit Research Analyst

    3 days ago

    Makati City, National Capital Region, Philippines Multinational Investment Bancorporation Full time

    MIB Capital CorporationEstablished in 1972 as a pioneering and innovative financial institution, MIB Capital Corporation is a financial advisory firm engaged in capital raising, issue management and loan syndication/structuring, as well as fair market valuation of shares and companies.MIB Capital offers prospects for faster career advancement and...

  • Private Investment Operations Associate

    2 weeks ago

    Mandaluyong City, National Capital Region, Philippines ConnectOS Full time ₱1,200,000 - ₱2,400,000 per year

    Schedule: Monday - Friday (9PM - 6AM/10PM - 7AM PHT)What are we looking for? We are seeking a highly organized and detail-oriented Investment Operations Associate to support both small- and large-scale projects related to clients' private investment activities. We are looking for someone who brings strong foundational skills and is eager to take on...

  • Senior Associate

    2 weeks ago

    Makati City, National Capital Region, Philippines HC Global Fund Services, LLC Full time ₱1,500,000 - ₱3,000,000 per year

    About UsHC Global Fund Services, LLC ("HC Global") is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry.Job DescriptionAs Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to...

  • Senior Associate

    1 week ago

    Makati City, National Capital Region, Philippines HC Global Fund Services, LLC Full time ₱900,000 - ₱1,200,000 per year

    About UsHC Global Fund Services, LLC ("HC Global") is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry.Job DescriptionAs Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to...

  • Senior Associate

    1 day ago

    Makati City, National Capital Region, Philippines Waystone Full time

    For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry – partnering with institutional investors, investment funds and asset managers.  We work with our clients to help build, support, and protect investment structures and strategies worldwide.Our success depends upon our ability to attract and...

  • Treasury Associate

    2 weeks ago

    Makati City, National Capital Region, Philippines HC Global Fund Services, LLC Full time $40,000 - $60,000 per year

    About UsHC Global Fund Services, LLC ("HC Global") is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry.Job DescriptionAs Treasury Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited...

  • Senior Associate

    2 weeks ago

    Makati City, National Capital Region, Philippines HC Global Fund Services, LLC Full time ₱1,500,000 - ₱3,000,000 per year

    Job DescriptionAbout UsHC Global Fund Services, LLC ("HC Global") is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry.*Job Description*As Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but...

  • Senior Associate, FS Preparation

    2 weeks ago

    Makati City, National Capital Region, Philippines HC Global Fund Services, LLC Full time ₱1,200,000 - ₱2,400,000 per year

    About UsHC Global Fund Services, LLC ("HC Global") is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry.Job DescriptionAs Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to...

  • Treasury and Fixed Income Associate

    2 weeks ago

    Makati City, National Capital Region, Philippines Unicapital Group Full time ₱1,000,000 - ₱3,000,000 per year

    Monitors day-to-day trading, liquidity, operations, and other Treasury-related activities for Unicapital Group of Companies.Coordinates with the Treasury Departments of other financial institutions in obtaining relevant market data and market-moving information, benchmark interest rates, placement and borrowing rates of other financial institutions;Markets...

  • Associate Auditor

    2 weeks ago

    Makati City, National Capital Region, Philippines Colliers under Burgundy Corporate Tower Full time ₱240,000 - ₱276,000 per year

    We are hiring Associate Auditors who are ready to grow, contribute, and lead with integrity.Qualifications:Graduate of BS AccountancyCPAs and non-CPAs are welcome to applyOpen to candidates with or without experienceExcellent oral and written communication skillsKnowledgeable in Microsoft OfficeResults-oriented with the ability to work under pressureFlexible...