186 Investment Analyst jobs in the Philippines

Office Location: Bonifacio Global City, Taguig

Work Arrangement: Onsite, Dayshift

Job Summary:

Demonstrate familiarity with investment and product research and financial modeling/analysis.

Main Duties and Responsibilities:

• Assists the investment head in crafting product research (business model review, user journey, etc.)
• Researching related business opportunities and viable income streams in tech space
• Identifying and mapping business strengths and customer needs
• Following industry trends locally and internationally
• Handles team-related tasks as required by the line manager

Qualifications:

• At least 5 years of relevant experience
• Demonstrated research skills
• Highly organized and keen on details
• Curious and exhibits an entrepreneurial mindset
• Strong communication and presentation skills
• Proficient in MS Office (i.e., Word, Excel, and Powerpoint)
• Startup, AI, Web3 or Big Data experience is preferred but not required

We are seeking a detail-oriented and commercially minded Investment Analyst to support a boutique capital and advisory firm specializing in M&A, capital raising, and strategic advisory across technology, energy, infrastructure, and related sectors. This role focuses on financial modelling, investment research, and preparation of transaction materials. The ideal candidate brings hands-on experience from investment banking, Big 4 advisory, or corporate finance, and thrives in a fast-paced, entrepreneurial environment.

Work Schedule

• Full-time, 40 hours per week
• Schedule aligned with Singapore/Australia time zones, with flexibility to collaborate across global clients (U.S. and Asia)

Responsibilities

• Build and refine dynamic financial models for capital raising, valuation, M&A, and project finance transactions.
• Translate commercial assumptions into actionable outputs (e.g., IRR, NPV, sensitivities, return profiles).
• Support preparation of transaction materials including investor presentations, information memoranda, and financial summaries.
• Conduct research on investor mandates, industry trends, transaction comparables, and capital providers.
• Assist in due diligence, data analysis, and transaction execution processes.
• Maintain structured documentation of financial models, assumptions, and outputs.
• Provide analytical support to the CEO and leadership team in developing strategies and presenting insights to investors, boards, and partners.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field (CPA/CFA preferred).
• 2–5 years of experience in transactions, investment analysis, or corporate finance from a Big 4 advisory, investment banking, or similar environment.
• Advanced Excel and financial modelling skills (VBA/macros a plus).
• Strong understanding of valuation methodologies, capital structures, and deal processes.
• Proven experience preparing or reviewing investor decks, information memoranda, or related transaction materials.
• Excellent English communication and presentation skills, with strong attention to detail.
• Self-motivated, organized, and able to deliver under tight deadlines.
• Exposure to energy, infrastructure, or technology sectors is an advantage.

Computer/laptop

Processor: Intel Core i5 or higher

RAM: 8GB or higher

Storage: 256GB SSD or higher Operating

System: Windows 10 or macOS

Display: 13-inch or larger screen size with a resolution of 1920x1080 or higher

Battery Life: Minimum of 8 hours

Internet

10 Mbps download and 5 Mbps upload

Accessories

Webcam

Noise-canceling headset with mic

Work set-up

Professional/presentable background

Quiet and distraction-free area

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

This function is responsible for providing financial advice and services to ALGI, the Company, about a range of investment matters, including buying and selling investment trusts and shares or bonds, to help the Company maximize its earning potential and to provide improvements on investment related activities.

Investment Analysis

• Search for, analyse, interpret and summarize market data per industry for the use of Investment Manager and Management
• Monitor and evaluate performance of current portfolio
• Create forecasts, financial models, plans
• Analyse current and prospective investees

Investment Recommendations

• Study existing and new investment products and opportunities and come up with Investment proposals
• Recommend purchases and sales of stocks, bonds, and other investment products with cash flow and gain/loss computations

Reporting

• Preparation of management reports
• Updating of data sheets
• Reporting to Investment Manager and Assistant Treasure

EDUCATION, TRAININGS, LICENSES REQUIRED:

• With at least 2 years of Investment/Financial Analyst or related experience
• Accountancy or Financial Management or Finance graduate
• Preferably has experience working in Top Audit Firms (SGV & Co., Deloitte Ph, KPMG Ph, PwC Ph, Navarro Amper and Co., Isla Lipana & Co., Punongbayan and Araullo, etc.)
• CPA license is a plus

DigiPlus Interactive Corp. (formerly known as Leisure and Resorts World Corporation) is a publicly listed company (PSE: PLUS). With over 20 years of expertise under its belt, DigiPlus ushered its unbeatable dominance in the Philippine retail gaming market by forging an empire of world-class multi-gaming platforms strategically located through a robust distribution network in prime locations across the country.

Job Summary:

Demonstrated familiarity with investment and product research and financial modeling/analysis.

Main Duties and Responsibilities:

• Assists the investment head in crafting product research (business model review, user journey, etc.)
• Researching related business opportunities and viable income streams in tech space
• Identifying and mapping business strengths and customer needs
• Following industry trends locally and internationally
• Handles team-related tasks as required by the line manager

Qualifications:

• 1-5 years of relevant experience
• Demonstrated research skills
• Highly organized and keen on details
• Curious and exhibits an entrepreneurial mindset
• Strong communication and presentation skills
• Proficient in MS Office (i.e., Word, Excel, and Powerpoint)
• Startup, AI, Web3 or Big Data experience is preferred but not required

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

This function is responsible for providing financial advice and services to Andrew L. Gotianun, Inc. (ALGI) on a range of investment matters, including buying and selling investment trusts and shares or bonds, to help the Company maximize its earning potential and to provide improvements on investment related activities.

Investment Analysis

• Search for, analyse, interpret and summarize market data per industry for the use of Investment Manager and Management
• Monitor and evaluate performance of current portfolio
• Create forecasts, financial models, plans
• Analyse current and prospective investees

Investment Recommendations

• Study existing and new investment products and opportunities and come up with Investment proposals
• Recommend purchases and sales of stocks, bonds, and other investment products with cash flow and gain/loss computations

Reporting

• Preparation of management reports
• Updating of data sheets
• Reporting to Investment Manager and Assistant Treasure

EDUCATION, TRAININGS, LICENSES REQUIRED:

• With at least 2 years of Investment/Financial Analyst or related experience
• Accountancy or Financial Management or Finance graduate
• CPA license is a plus

Job Type: Full-time

Pay: Php20, Php30,000.00 per month

Benefits:

• Additional leave
• Company events
• Health insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Education:

• Bachelor's (Preferred)

Work Location: In person

COMPANY PROFILE: A global IT company and a business consulting services and

outsourcing. The company provides strategic advice and guidance to businesses on

various aspects of their operations they manage and support clients' IT infrastructure

and applications. It was stablished in the Philippines in 2007

POSITION: Investment Analyst

INDUSTRY: IT Company

WORK LOCATION: Taguig city

WORK SCHEDULE: Night Shift

SALARY: Php30,000-Php40,000

WORK SET UP: Work on site

BENEFITS:

HMO

Government Benefits

13 th month pay

Leave Credits

Sick Leave

JOB REQUIREMENTS

Bachelor's degree in Finance and Accounting

With 2 years' experience in an analytical or financial services role

Experience in mutual funds, capital gains, fund compensation, and investment

account operations

Experience in financial industry processes, including plan types, tax rules, and trade

types

Amendable to work in nightshift schedule

JOB RESPONSIBILITIES

Conducting in-depth research and financial analysis of markets, securities, industries,

economies, and companies to identify investment opportunities

Monitor market trends, economic indicators, and relevant news that affect the

investment landscape.

Prepare and presenting investment recommendations to portfolio managers, clients,

or senior management.

Provide detailed financial models and valuation reports on stocks, bonds, and other

investment assets.

Develop performance reports and presenting findings on various investments, sectors,

and markets

RECRUITMENT PROCESS

Initial Interview

Final Interview

Job Offer

Look for: Ms. Camila

Job Type: Full-time

Pay: Php30, Php40,000.00 per month

Work Location: In person

COMPANY PROFILE: This business has more than 49 years of experience in the field.

This IT company offers its clients a variety of services, including business process and

IT outsourcing.

Position: Investment Analyst (ONLINE INTERVIEW)

Company Industry: IT Company

Work Location: Taguig City

Work Schedule: Nightshift

Salary: Php 35,000 - Php 50,000

Work Set Up: Work onsite

BENEFITS:

Leave Entitlements

Night shift differential

Retirement fund

Share Purchase Plan

Performance Bonus

HMO + dependents

Group Life Insurance

Career growth

Free health consultation

Reward program

JOB REQUIREMENTS:

Bachelor's degree Holder in Finance, Accounting, Economics, or a related discipline

At least 2 years of experience in an analytical or financial services role (asset).

Strong understanding of mutual funds, capital gains, fund compensation, and

investment account operations is an advantage

Can start as soon as possible

Willing to work onsite in Taguig City

JOB RESPONSIBILITIES:

In the financial back office, take part in a cooperative environment.

Check that the obtained documentation complies with industry and corporate rules

and is complete.

Input all fund firm transactions, both financial and non-financial, into our transfer

agency system.

Engage in peer-to-peer quality control.

Maintain high service standards by providing outstanding performance and quality.

RECRUITMENT PROCESS: (ONLINE OR FACE TO FACE)

Initial Interview

Final Interview

Job offer

Look for: Ms. Riva

Job Type: Full-time

Pay: Php30, Php50,000.00 per month

Work Location: In person