473 Financial Research jobs in the Philippines
Financial Research Analyst
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Requirements
- Candidate must possess at least a Bachelor's/College Degree on Accounting, Business Studies/Administration/Management, Finance.
- Fresh Grad / Entry Level specializing in Banking/Financial Services or equivalent.
Responsibilities
Your Team's Impact?
Estimates team provides company forecasts consensus collected directly from the research reports and flat file feeds of over 800 contributors across 68 countries. Currently, there are 200+ data items, including 100+ metrics across 18 industries, including Airlines, Banking, Insurance, Oil/Gas, and Retail. In addition to estimates, Actuals and Guidance figures are also collected and provided, offering a comprehensive view of company performance and expectations.
As a Research Analyst, you will be responsible for collating, maintaining, and updating relevant fields in the database with accurate information in accordance with the defined work process. You will be analyzing these content sets by reviewing official updates from our trusted sources that can be in the form of broker reports, feeds, press releases, and other reports; thereby making it available to FactSet clients in real-time and in top quality. You will report to the Team Lead and assist in meeting the team's business goals by meeting your individual targets. You are expected to work onsite three times a week.
What You'll Do?
- Collect, analyze and process financial market data from various data sources and into the database utilized by the team.
- Focus and ensure that the integrity of the company's financial market information is intact.
- Provide timely, accurate and reliable demographic and statistical financial market data on internal database and to internal/external clients
- Fix the audit resolutions and recommendations coming from QCPolicy team based on specific guidelines.
- Ensure smooth day to day execution and delivery of your individual goals on your market and other assigned tasks
- Achieve quality, timeliness, and productivity metrics
- Attend all training requirements for process, methodology, workflows, and systems
- Keep track of all communications on updates and new processes and procedures
- Comply with knowledge alignment activities by participating in Process Knowledge Test
- Exercise ownership and accountability of all assigned tasks
- Adapt to ad hoc business requirements
- Attendance to and participation in meetings
- Attendance to skills' enhancement courses
Additional Requirements
What We're Looking For?
Required Skills?
- Graduate in Commerce / Business Management / Finance / Accounting / Economics or equivalent
- Computer Literacy to effectively use the database and software for collection and processing of content/data
- Good communications skills - written & verbal
- Numerical skills to ensure understanding of the financial data to be collected and/or processed
- Analytical skills and detail orientation to ensure accuracy of data
- Good Knowledge of financial markets and accountancy (as needed) To ensure effective understanding of assigned content/market
Desired Skills?
- Good Knowledge of financial markets and accountancy (as needed) to ensure effective understanding of assigned content/market
- Computer Literacy to effectively use the database and software for collection and processing of content/data
- Must have good communications skills - written & verbal need to interact with external and internal clients
- Numerical skills to ensure understanding of the financial data to be collected and/or processed
- Analytical skills and detail orientation to ensure accuracy of data
- Business process demands to work in night shifts
- Willing to work in rotational shift and extended work hours as per the business needs
- Willing to be assigned to other projects
- Driven by success, enthusiasm, and a desire to exceed target
What's In It For You?
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:?
- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days?
- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives?
- A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions?
- Career progression planning with dedicated time each month for learning and development?
- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging?
- Learn more about our benefits here?
- Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications?
Additional Info
- Location: Taguig City, National Capital Region (NCR).
- Full Time position(s) are available.
- Number of vacancies: 5.
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FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
About Us
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
Financial Research Analyst
Posted today
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Job Description
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations.
Your Team's Impact
Global Pricing Data – Real-Time (GPD RT) is responsible for validating, analyzing, and monitoring the accuracy of live securities trading data across global markets. The team ensures high-quality content through real-time checks and thorough validation of planned releases, supporting FactSet's commitment to timely and reliable data. GPD RT plays a key role in upholding FactSet's reputation for data accuracy, trusted by hundreds of leading financial firms for real-time decision-making.
As a Research Analyst, you will be responsible for monitoring live market data, ensuring timely and accurate updates to our platform. This includes performing real-time data checks, identifying anomalies, and collaborating with internal teams such as Engineering and Content Management to resolve issues. You will also assist in testing workflows, documenting project outcomes, and participating in the quality assurance of new content releases. Your contributions help ensure seamless and accurate data delivery to FactSet clients. You will report to the Team Lead and are expected to work onsite three times a week to support real-time coverage needs.
What You'll Do
- Monitor real-time market data to ensure timely and accurate updates are delivered to both internal teams and external stakeholders, promptly escalating critical issues affecting Real-Time
- Support testing and quality assurance of content releases and escalate issues that require Engineering or Product Development involvement.
- Meet accuracy, timeliness, and productivity targets while staying up to date on process changes and participating in team activities
- Collaborate with Team Lead, Manager and Content management on content projects, documenting findings and providing background analysis
- Uses internal tools to track personal performance, project process, and documentation for workflow improvements
What We're Looking For
Required Skills
- Graduate in Commerce / Business Management/ Finance / Accounting /Economics or any equivalent courses
- Interest in Global Stock Exchanges, Investing and Equity Trading.
- Excellent time management, prioritization, and attention to detail
- Comfortable in dealing and analyzing large datasets
- Strong communication and comprehension skills, with the ability to collaborate effectively in a global, cross-functional environment
- An ability to work under pressure to real time data issues
- Proficient in Microsoft Excel and computer-literate
- Flexible, willing to be assigned in any shift
- Open to working onsite at McKinley West, Taguig City, at least three times per week
Desired Skills
- 1–2 years of experience in database testing and back-end validation, including data integrity checks and regression testing
- Advanced proficiency in Microsoft Excel, including hands-on experience with Power Query, macros, and Data manipulation
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
- A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
- Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.
Financial Research Analyst
Posted today
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Job Description
Research Analyst - FactSet Fundamentals Reimagined
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations.
Your Team's Impact
FactSet Fundamentals Team collects financial statements of Public and Private (US only) companies across the continent. The team sources the company filings from various sources like stock exchanges, company websites, and regulatory body & third-party vendors. We extract & analyze the data from financial statement like Balance Sheet, Income Statement & Cash flow statement of the company. The team also collects the textual data like Business Activities, Officers, Shareholder, industry classification, etc. You will report to the Team Lead and assist in meeting the team's business goals by meeting your individual targets. You are expected to work onsite three times a week.
What You'll Do
Collect, analyze and process financial market data from various data sources and into the database utilized by the team.
Focus and ensure that the integrity of the company's financial market information is intact.
Provide timely, accurate and reliable demographic and statistical financial market data on internal database and to internal/external clientele.
Fix the audit resolutions and recommendations coming from QCPolicy team based on specific guidelines.
Fulfill the research/analytical/ market study needs as and when required/ requested by the external clients in order to procure and retain future/current business.
The job also involves reporting and maintaining records of work done on a timely basis.
Share Ideas and Best Practices from a Process Improvement perspective.
What We're Looking For
Required Skills
Graduate in Commerce / Business Management / Finance / Accounting / Economics or equivalent
Computer Literacy to effectively use the database and software for collection and processing of content/data
Good communications skills - written & verbal
Desired Skills
Numerical skills to ensure understanding of the financial data to be collected and/or processed
Analytical skills and detail orientation to ensure accuracy of data
Good Knowledge of financial markets and accountancy (as needed) To ensure effective understanding of assigned content/market
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
- A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
- Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.
Equity Research Analyst
Posted today
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Job Description
We're seeking an exceptional Financial Analyst for a premier American Bitcoin mining and digital infrastructure company. This critical role demands precision, intensity, and deep financial acumen. You'll be responsible for investor relations support, market analysis, and maintaining flawless financial reporting in a zero-error-tolerance environment.
This isn't a bookkeeping position – you'll be analyzing capital markets, tracking BTC treasury movements, and producing investor-grade materials that directly impact strategic decisions for a major player in the Bitcoin ecosystem. If you thrive under pressure, obsess over accuracy, and understand the intersection of traditional finance and crypto markets, we need to talk.
Perks & Benefits- Paid in USD every 15th & 30th of the month
- Up to 14 days of Paid Time Off per year
- Flexible holiday observance based on your location
- 100% remote – work from anywhere (must align to EST hours)
- Direct exposure to Bitcoin mining operations and treasury strategies
- Work with a leading US Bitcoin infrastructure company at the forefront of digital assets
Investor Relations & Market Analysis
Maintain weekly Excel workbooks tracking market metrics and company performance
- Pull and verify data for fixed ticker lists using Nasdaq IR Excel plugin
- Create and refresh complex formulas ensuring 100% accuracy
Perform rigorous QA checks against source data before any delivery
₿ Bitcoin Treasury & Mining Metrics Tracking
Monitor and update BTC treasury tracker for companies adjusting Bitcoin holdings
- Analyze crypto market dynamics including hashrate, halving cycles, and HODL strategies
- Track mining sector developments and their impact on valuations
Benchmark against other public Bitcoin miners and digital asset companies
Financial Reporting & Communications
Draft concise "deal of the week" analysis for investor updates
- Produce investor-grade presentations distilling complex data into clear insights
- Create IR decks and benchmarking comparables with institutional-quality formatting
Package deliverables with detailed changelogs and proper version control
Capital Markets Support
Support fundraising and financing materials preparation
- Conduct valuation analysis using mNAV, EBITDA multiples, and comparables
- Troubleshoot data pulls and maintain consistent reporting standards
- Ensure compliance with public market data handling protocols
- 3+ years of experience in investment banking, equity research, investor relations, or corporate finance
Advanced Excel mastery - LOOKUPs, INDEX/MATCH, nested IFs, pivot tables, sensitivity analysis
Exposure to valuation techniques (mNAV, EBITDA multiples, comparables)
Sell-Side Research Experience - Prior exposure to equity research methodologies
- Bitcoin enthusiast with a genuine interest in crypto markets and digital assets
- North American IR Norms - Native-level English fluency and familiarity with North American IR and investor communication standards
- PowerPoint expertise - Creating investor-facing presentations with flawless execution
- Hardcore work ethic with obsessive attention to detail (zero tolerance for errors)
- Available during EST hours regardless of location (on-call flexibility required)
- Experience working with sensitive financial information requiring absolute discretion
- Compliance & Security Protocols - Experience with NDAs, MFA, encrypted storage, and licensed tool plugins
- Data Center Industry Knowledge - Understanding of EQIX, DLR, hyperscaler investments
- AI & Infrastructure Awareness - Energy, infrastructure, and AI-related market dynamics
Our rigorous selection process reflects the critical nature of this role:
- Initial Application - Submit an application highlighting capital markets experience
- Technical Assessment - Complete Excel and financial analysis challenge (timed)
- One-way Video Interview - Present a mock investor update demonstrating analytical skills
- Recruitment Interview - Deep dive into Bitcoin knowledge and market awareness
- Technical Interview - Live Excel test and valuation methodology discussion
- Executive Interview - Direct assessment with the CEO on precision and intensity
- Background & Reference Check - Thorough verification of financial services experience
- Job Offer - Top performers receive competitive offers with performance incentives
We maintain zero tolerance for errors throughout the selection process.
Equity Research Analyst
Posted today
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Job Description
Job Description:
- Must be a graduate of Business Economics course.
- Prepare reports (e.g., sales/business performance, management reports, economic reports).
- Perform sales analysis, economic research and environmental scanning activities, and quantitative and financial analysis.
- Assist the Department Head with business performance reviews and business/project budget reviews.
- Assist the Department Head on special projects.
- Prepare and monitor the department's budget.
Equity Research Analyst
Posted today
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Job Description
Key Responsibilities
Philippine Equities
- Conduct deep-dive fundamental research on Philippine-listed companies across multiple sectors.
- Build and maintain financial models to forecast earnings, valuation multiples, and capital structures.
- Serve as a liaison with company management by participating in earnings calls, investor briefings, and direct interviews.
- Produce equity research reports with actionable recommendations for internal stakeholders.
- Track macroeconomic trends, regulatory developments, and sector-specific catalysts impacting company performance.
- Monitor daily market movements, liquidity, and trading volumes to provide real-time insights.
- Collaborate with portfolio managers on portfolio monitoring and investment strategy reviews.
Venture Capital
- Support the deal origination process by mapping ecosystems and identifying high-potential startups.
- Perform financial, operational, and strategic due diligence on startups, including customer references and business model validation.
- Build dynamic financial models for scenario testing and valuation of startups
- Draft investment memos, pitch decks, and presentations for the investment committee and external investors.
- Conduct industry deep-dives into emerging sectors such as fintech, healthtech, consumer goods, SaaS, etc.
- Track competitive landscapes and benchmark portfolio companies against peers.
- Assist in portfolio management, including performance tracking, KPI reporting, and follow-on funding analysis.
- Stay up-to-date on global trends, M&A activity, and capital flows to inform investment decisions.
Cross-Functional
- Synthesize research findings into clear, concise, and actionable insights for senior leadership.
- Collaborate with external partners, advisors, and industry experts to enhance deal flow and market understanding.
- Manage data sources, databases, and research tools (Bloomberg, Capital IQ, PitchBook, Crunchbase, etc.) to ensure high-quality research.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Business, or a related field. Postgraduate degree or CFA/CPA designation is a plus.
- 1–3 years of relevant experience in equity research, investment banking, venture capital, or management consulting.
- Strong skills in financial modeling, valuation, and Microsoft Excel/PowerPoint.
- Collaborative team player with a proactive, self-starter attitude.
- Proficiency with research platforms (Bloomberg, FactSet, PitchBook, Capital IQ, or similar).
- Excellent written and verbal communication skills, with the ability to present complex analysis in a clear manner.
- Strong attention to detail and ability to manage multiple workstreams in a fast-paced environment.
- High degree of intellectual curiosity, problem-solving ability, and commercial mindset.
Job Type: Full-time
Pay: From Php30,000.00 per month
Work Location: In person
Investment Banking Analys
Posted today
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Tahche Outsourcing Services Inc. partner company, is a US-based investment banking firm providing services to middle market businesses. We are looking for an Investment Banking Analyst to support the company's growing corporate finance and private equity activities.
This is a full-time role, on a US shift and on a WFH set-up.
If you have the right skill set, this may be your opportunity to enter this fast-growing organization.
DUTIES AND RESPONSIBILITIES:
- Perform in-depth company and industry research supporting specific client engagements, business development, and marketing opportunities.
- Collect, organize, and analyze information from relevant internal and external sources.
- Perform financial modeling and valuation assessments using various methodologies (e.g., DCF analysis, Comparable Company and Comparable Transactions analyses, etc.).
- Research and contact potential financial and strategic buyers and/or sellers.
- Coordinate due diligence process, manage data room, and prepare management meeting materials.
- Identify transaction opportunities, write and prepare transaction-related documentation and marketing materials, including: information memorandum, pitch books, corporate profiles, and market data and analysis.
- Serve as a critical team member in the execution of advisory and financing transactions, ultimately able to work independently to lead deals.
- Act within professional, ethical, legal, and risk boundaries and guidelines.
QUALIFICATIONS:
- At least 5 years of experience in a banking, consulting, accounting, or finance role in a company environment is strongly preferred.
- Other quantitative/financial analysis/project management experience is desirable.
- Experience with financial statement analysis, three-statement modeling, valuation analysis, and managing due diligence analysis is required.
- Excellent financial analysis, research, presentation, and project management skills.
- Excellent communication skills and must be a clear communicator, with concise writing skills and the ability to collaborate professionally by phone and in video conference with colleagues, clients, and prospective counterparties.
- High level of energy, enthusiasm, creativity, and integrity.
- Knowledge with Capital IQ, Factset, and Pitchbook is a plus, but not required.
WHAT'S IN IT FOR YOU?
- Full-time permanent position
- Competitive compensation package and benefits
- Be part of a dynamic US Team
- 13th-month pay
- Paid Leaves, convertible to cash
- Access top-tier health insurance, including dental coverage.
- Personal development and training opportunities
- We cover Government-mandated benefits (SSS, Phil health, Pag Ibig, Maternity or Paternity leave benefit, Solo Parent Leave, etc.)
- Participate in a variety of activities, including team outings, sports events, and other fun events to foster camaraderie.
Follow us on our official social media platforms and be updated with the latest news and hirings
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Apply now and be part of TahcheNot a candidate? If you're a foreign business looking to build world-class teams with top Filipino professionals, why not HIRE WITH TAHCHE? Visit our website at to learn how.
Job Types: Full-time, Permanent
Pay: Php80, Php100,000.00 per month
Benefits:
- Additional leave
- Company Christmas gift
- Company events
- Health insurance
- Life insurance
- Promotion to permanent employee
- Work from home
Application Question(s):
- Have you worked directly on mergers and acquisitions (M&A) or private equity transactions in a banking, consulting, or finance role?
- How long is your experience in banking, consulting, accounting, or corporate finance?
- Have you built and used financial models such as Discounted Cash Flow (DCF), Comparable Company Analysis, or Precedent Transactions Analysis?
- Have you ever managed or supported a due diligence process (e.g., data room management, preparing client materials)?
- Are you willing to work full-time on a U.S. Eastern Time shift in a remote setup?
Work Location: Remote
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Investment Banking Ops
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Position Overview
Job Title: Operations Expert
Corporate Title: Senior Analyst (NCT)
Location: Manila
About IB Operations
Investment Banking (IB) Operations is dedicated to supporting our business in their goal to build long-term, sustainable relationships with the Bank's key institutional clients, while delivering strong returns to stakeholders. Our vision is to "Transform Global Markets Operations by delivering a platform that provides competitive operating leverage and protects the Bank and its clients."
The IB Operations teams are recognized as key to business profitability, playing a crucial role in managing clients, risk and minimizing losses. This is done by ensuring that business activities are carried out in an efficient, controlled and timely manner.
The role of IB Operations covers a wide range of activities. Following the buying and selling of financial products and services by the bank, we ensure that each transaction is captured accurately and in a timely manner to ensure effective risk management, cleared, documented and confirmed, settled and reconciled, all within a tightly controlled environment in adherence with global regulatory requirements.
What We Will Offer You
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its center.
You can expect
- Competitive Salary
- Attractive Retirement Benefit
- Medical and Life Insurance upon employment
- 20 days Annual Vacation Leaves
Your Responsibilities
- As an Operations Expert (Sr. Analyst), you will ensure timely booking of trades within all requisite systems.
- You will apply problem solving and investigative techniques to trade booking / flow issues.
- You will update of trade amendments within pre-requisite systems where required.
- You will apply root cause investigation to repetitive issues or problems.
- You will build and maintain strong relationship with stakeholder groups, onshore and offshore.
- You will identify risk and possible escalation of any trade or booking issues and endorse to your team manager.
Your Skills And Experience
- The ideal candidate for this post has a Bachelor's Degree of Finance or Business course.
- Prior experience in an Investment Banking or Commercial Bank Operations is highly preferred.
- Proficiency in MS Office application is required. Strong analytical and problem solving skills are essential to the role.
- Strong customer service skills, and good communication skills are also required.
- Ability to work independently or collaboratively within a team and a pro-active attitude are also needed to succeed in the role.
How We'll Support You
- Training and development to help you excel in your career
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
About Us And Our Teams
Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.
Deutsche Bank & Diversity
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Investment Banking Analyst
Posted today
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Job Description
Our US partner company is a New York City-based investment bank that provides strategic advisory, mergers and acquisitions, raising capital, and leadership recruiting services. The firm focuses its work with middle-market businesses with revenues in the $10-$00 million range for a broad range of industries including business services, environmental services, consumer products, logistics, industrial, food & ingredients, among others.
Our US partner company is a New York City-based investment bank that provides strategic advisory, mergers and acquisitions, raising capital, and leadership recruiting services. The firm focuses its work with middle-market businesses with revenues in the 10- 200 million range for a broad range of industries including business services, environmental services, consumer products, logistics, industrial, food & ingredients, among others.
We are currently seeking a highly skilled and motivated
Investment Banking Analyst
to join our dynamic team.
This is a
full-time
role, on a
US shift
, and on a
Work-from-Home
set-up.
If you have the right skill set, this may be your opportunity to continue developing your professional skills.
Responsibilities
- Perform in-depth company and industry research supporting specific client engagements and marketing opportunities.
- Collect and analyze information from relevant internal and external sources.
- Perform financial modeling and valuation assessments using various methodologies.
- Research and contact potential financial and strategic buyers.
- Coordinate due diligence process, manage data room, prepare management meeting materials.
- Identify transaction opportunities, write and prepare transaction related documentation and marketing materials, including: information memorandum, pitch books, corporate profiles, and market data and analysis.
- Serve as a critical team member in the execution of advisory and financing transactions, ultimately able to work independently to lead deals.
- Act within professional, ethical, legal and risk boundaries and guidelines.
Skills And Experience
- At least 5 years of experience in a banking, accounting or finance role in a company environment is strongly preferred.
- Having a background in M&A (Mergers and Acquisitions) is an advantage.
- Other quantitative/financial analysis/project management experience is desirable.
- Experience with financial statement analysis, three-statement modeling, valuation analysis and managing due diligence analysis is required.
- Excellent financial analysis, research, presentation, and project management skills.
- Must be a clear communicator, with concise writing skills and the ability to collaborate professionally by phone and in person with colleagues, clients and prospective buyers and sellers.
- High level of energy, enthusiasm, creativity and integrity.
- Knowledge with Capital IQ, Pitchbook is a plus but not required
Commercial and Investment Banking
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JOB DESCRIPTION
Global Banking (GB), through its Commercial and Investment Banking businesses provides a complete set of solutions and capabilities to our clients around the world. We're committed to supporting our clients through every stage in their life cycle, from emerging startups to large corporations, GB is uniquely positioned to deliver strategic advisory, financing, payments and risk services to help them grow and succeed. We take great pride in the longstanding relationships we build over time and our purpose-driven business plays an instrumental role in supporting our communities across the globe.
Join our dynamic team as a Senior Executive Assistant, where you will play a pivotal role in supporting key executives to drive business results & ensure seamless operations within the organization. This position offers a unique opportunity to work in a fast-paced environment, providing comprehensive administrative support to our Global Banking business which serves a diverse clientele ranging from corporations to not-for-profit entities.
As a Senior Executive Assistant in Business Support Management, you are expected to be a strong partner to the executives and team/s you will support, as well as to the broader admin group. You must be flexible, proactive, efficient, and a highly resourceful team player. You should possess strong administrative and organizational skills, along with the ability to maintain a realistic balance among multiple priorities. Exercising sound judgment in diverse situations and ensuring confidentiality are essential for your role.
Job responsibilities:
- Efficiently manage and coordinate active calendars for multiple executives, ensuring optimal scheduling and prioritization of meetings and appointments
- Effectively manage internal related activities such as meetings and communications with a high degree of professionalism, accuracy and confidentiality
- Exhibit effective communication by clearly articulating ideas in conversations and crafting concise, well-structured emails that convey information accurately and professionally.
- Arrange and manage intricate domestic and international travels, ensuring seamless logistics and adherence to company policies
- Process invoices and expense claims, ensuring compliance to the firm's guidelines.
- Organize and coordinate internal and external events, including meetings, conferences, and team-building activities.
- Prepare high-quality reports, presentations, and internal communications, utilizing advanced Microsoft Office skills (PowerPoint, Excel)
- Assist with various projects and initiatives, contributing to the BSM organization's operational efficiency and strategic goals
- Foster strong relationships with key partners, including other administrative assistants, to create a collaborative and supportive work environment
Required qualifications, skills and capabilities:
- Minimum of 2 years in a client facing role, if not an administrative or executive assistant role
- Strong proficiency in Microsoft Office Suite, exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment, can adeptly handle ambiguity
- Strong team orientation and the ability to build and maintain relationships with internal and external stakeholders, can lead and influence without having positional authority, enthusiastic, self-motivated, calm and effective under pressure
- Excellent written and verbal communication skills, with a keen attention to detail
- Demonstrated discretion and good judgment in handling confidential information and executive-level matters, a forward thinker who anticipates stakeholder needs
- Must be willing and able to work onsite full-time, including night shifts
Preferred qualifications, skills and capabilities:
- Highly comfortable with learning and adapting to new technologies and productivity tools;
- Willingness to work flexible hours as dictated by the needs of the business
- Experience in client-facing roles within a multinational firm
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.