164 Investment Research jobs in the Philippines

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.

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.

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.

Office Location: Bonifacio Global City, Taguig

Work Arrangement: Onsite, Dayshift

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

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