Investor Analyst

1 day ago


Taguig, National Capital Region, Philippines SPi Global (now Straive) Full time $80,000 - $120,000 per year

Key Responsibilities:

  • Develop and maintain cash flow models, forecast liquidity, and optimize fund allocations.
  • Monitor portfolio performance, support valuations, and provide strategic insights for optimization.
  • Conduct financial analysis, prepare investment memos, and create performance reports.
  • Maintain accurate tracking of investor interactions and stakeholder communications.
  • Collaborate with internal teams, external partners, and investors to communicate financial insights.

Qualifications & Skills:

  • Bachelor's degree in Finance, Economics, or related field; CFA/CAIA is a plus.
  • 4-8 years of experience in private equity, investment banking, or asset management; Big 4 experience preferred.
  • Strong financial modeling, cash flow forecasting, and portfolio management skills.
  • Proficiency in Excel, PowerPoint, and financial databases; excellent communication and analytical abilities.


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