Investment Analyst

3 days ago

Makati City, National Capital Region, Philippines OONA Insurance Full time ₱900,000 - ₱1,200,000 per year

The successful candidate will support senior investment professionals in conducting market research, financial analysis, and portfolio management activities while contributing to investment decision-making processes.

Functions (Duties and Responsibilities):

  • Conduct comprehensive financial modeling and valuation analysis for potential investments across various asset classes
  • Prepare detailed investment memos, pitch books, and presentations for internal committees and clients
  • Perform due diligence on investment opportunities, including company research and competitive analysis
  • Monitor existing investments and prepare regular performance reports
  • Support trade execution and settlement processes
  • Maintain accurate records of all investment transactions and portfolio positions

Job Skills And Qualifications:

Bachelor's degree in Finance, Economics, Business, or related field

2+ years of experience in investment management, equity research, or financial analysis

Strong proficiency in financial modeling, Excel, and Bloomberg Terminal

Solid understanding of financial markets, investment principles, and valuation methodologies

Excellent written and verbal communication skills

Strong analytical and problem-solving abilities

Ability to work independently and manage multiple priorities in a fast-paced environment

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