Investment Modelling Associate

We're helping an international finance and M&A consultancy find a Investment Modelling Associate to support transaction advisory, fundraising, and strategic finance projects for high-growth startups and scaleups.

You'll build sophisticated financial models, prepare investor and board materials, and support valuation and deal execution across software and deeptech companies. This is a hands-on, high-accountability role where flawless work is non-negotiable — your analyses will directly inform key decisions and client strategies.

This role is ideal for someone who is a wizard with numbers, detail-obsessed yet commercially minded, and capable of seeing both the story and strategy behind the spreadsheets.

Part time to start, 24 hours/week (with potential to transition to full time) - 8 hours/day for 3 working days per week

Schedule: CET working hours

Location: Fully Remote (PH-based candidates preferred)

Engagement: Independent Contractor

Compensation: $1440-$2200 (based on a 24-hour workweek, depending on level of experience); $2400-$3680 for full time

• Financial Modelling (Forecast & Scenario Analysis)
  
  Build fully linked 3-statement financial models with sensitivities and scenarios (base, downside, management).
  
  Create cash flow forecasts, liquidity bridges, and valuation-ready modules (DCF, comps, transaction comps).
• Historical Restatement & Data Hygiene
  
  Reconcile and clean raw data (GL exports, bank data, SaaS metrics) into analysis-ready formats.
  
  Maintain version control, audit trails, and traceability from trial balance to model.
• Reporting Templates & Automation
  
  Design board and investor reporting templates, KPI dashboards, and variance analysis frameworks.
  
  Build SaaS metrics (ARR/MRR bridges, churn, LTV/CAC, NRR) and recurring revenue templates.
• Transaction Support (Model-Led)
  
  Produce deal-ready schedules for buy-side and sell-side engagements (QofE, NWC, closing adjustments).
  
  Translate model outputs into charts and visuals for investment memorandums and management presentations.
• Quality Assurance & Standards
  
  Follow strict QA processes (FAST/SMART methodology).
  
  Double-check every formula, input, and output — your work must be flawless.
  
  Ensure transparency through consistent assumptions pages, error checks, and version logs.

• 3–6 years of experience in M&A, Transaction Services, or FP&A, ideally from a Tier 1 investment bank or M&A boutique.

• Candidates with more years of experience will also be considered if they remain flexible and open to new approaches.

• Strong experience working with software companies; exposure to deeptech (e.g., chipmakers) is a plus.
• Advanced Excel/Google Sheets proficiency (array formulas, Power Query, dynamic formulas, structured refs).
• Excellent grasp of valuation and deal mechanics (NWC, closing adjustments, leakage, earn-outs).
• Ability to turn messy data into clear historicals and models — quickly and accurately.
• Strong communication and interpersonal skills — able to explain the story behind the numbers.
• Meticulous attention to detail and ability to self-check work before submission.

• Experience preparing materials for investment memorandums (IMs).
• Familiarity with CAPEX modelling and debt structuring.
• Previous experience in software or SaaS transactions; exposure to deeptech deals a bonus.

• They own the numbers — every figure must be backed by logic, traceability, and quality assurance.
• They balance precision with practicality — models should be easy to hand over and fast to update.
• They translate numbers into narratives — this role will eventually expand into creating investment memorandums where financial insights tell the story.

• Initial Interview
• Finance Case + bonus assignment

• Second Interview

• Valuation Case Test

• Final Interview

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