64 Junior Investment Analyst jobs in the Philippines
Investment Analyst

Posted 25 days ago
Job Viewed
Job Description
**Position Responsibilities:**
+ Processing of Credit Processes. This includes updating daily requests in Full General Account ("Full GA") database and archiving in General Account Data and Control folder and Global Credit and Research Repository.
+ Consolidate and communicate Weekly and Monthly Rating Changes and Early Credit Warning Indicators
+ As training progresses, analyst will help in the preparation of Weekly Credit Utilization Reports, Monthly Exposure Summary for Annual Review and other reports such as Malaysia Credit Log, Capital and Legal structure, etc
+ Perform other audit/adhoc task as required by CAT and Business Unit
+ Process Improvement. Develop/improve current database and reporting tools to ensure accuracy and maximize efficiency
+ Assist in preparation work with respect to the upcoming replacement of Global Credit Repository system and Connections Plus
+ Support in Allvue system maintenance for Asia Annual reviews
**Required Qualifications:**
+ University degree in Business/Finance/Economics or any related course
+ 5+ years of progressive experience in a financial services company and/or shared services environment
+ Good understanding of the end-to-end production environment, and the impact of changes to the reporting process, production schedule, and all the systems and applications supported by Manulife
+ Excellent analytical, problem-solving, and influencing skills
+ Ability to work and adapt in a changing environment while managing time and workload within set timelines
+ Strong interpersonal skills and ability to work effectively across cultures. Excellent English written and verbal communication skills
+ Intermediate to Advanced knowledge of Excel (i.e. mastery of excel formulas and pivot tables is a must; VBA is a plus). Proficient in MS Office suite including Outlook, Word, Power Point, and Project. Candidate must also be willing to learn PowerBI as a reporting tool and share knowledge with GMOA
+ Capable of building a business case for potential process improvements including cost/benefit analysis
**Preferred Qualifications:**
+ Excel (VBA), PowerBI, and MS Access (SQL and VBA) experience.
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
Investment Analyst
Posted today
Job Viewed
Job Description
This is a remote position.
About the OpportunityJoin a dynamic, rapidly growing entrepreneurial enterprise at a pivotal moment. We operate a portfolio of fast-scaling companies, including a national behavioral health telehealth clinic and a multi-state real estate investment company. We are seeking a hungry, analytically-minded Investment Analyst to be the engine of our next phase of growth.
This is a unique opportunity to be the first dedicated deal professional on our team, working directly with the CEO/Founder. You will not be a small cog in a large machine. You will be a key strategic partner, responsible for identifying, analyzing, and securing the acquisitions that will shape the future of our entire portfolio. If you are a world-class analyst who wants to see the direct impact of your work and be rewarded for it, this is the role for you.
Position SummaryAs our Investment Analyst, you will own the entire investment lifecycle, from proactive sourcing to rigorous financial vetting. You will be responsible for building and managing a robust deal pipeline across two distinct asset classes: healthcare businesses (M&A) and real estate. Your analysis will be the foundation of our investment decisions, and your ability to find and secure off-market deals will be critical to our success.
Key ResponsibilitiesProprietary Deal Sourcing: Proactively source and identify potential acquisition targets for both our healthcare and real estate portfolios through broker networks, industry research, and direct proprietary outreach campaigns.
Financial Modeling & Underwriting: Develop complex financial models (DCF, LBO, IRR waterfalls, etc.) to rigorously analyze and value potential business acquisitions and real estate investments.
Due Diligence & Analysis: Create comprehensive Investment Memos for review by the CEO, detailing the strategic rationale, financial projections, and a thorough analysis of key risks and opportunities.
Pipeline Management: Build, manage, and maintain the company's deal pipeline, ensuring a consistent flow of qualified opportunities to evaluate.
Market Research: Conduct ongoing market analysis to identify new investment trends, target geographies, and emerging opportunities.
Relationship Management: Serve as a key point of contact for brokers, sellers, and other external partners throughout the deal process.
Requirements Who You AreExperienced Analyst: You have 2-4 years of high-performance experience in investment banking, private equity, "Big 4" transaction advisory, or a related corporate development role.
Modeling Expert: You have exceptional, non-negotiable proficiency in financial modeling and various valuation techniques. You can build a complex model from scratch.
A Proactive Hunter: You are a self-starter with a true "hunter" mentality. You aren't afraid to pick up the phone and generate your own opportunities.
A Clear Communicator: You have excellent English communication skills (both written and verbal) and can concisely articulate complex financial information.
An Independent Operator: You are disciplined and thrive in an autonomous, remote work environment where you are measured by your results.
Benefits What We OfferCompetitive Compensation: A strong base salary complemented by an uncapped Aligned Long-Term Performance Bonus tied directly to the value of the deals you close.
Aligned Long-Term Bonus Structure: We offer a significant, uncapped performance bonus tied directly to the value of successfully closed deals.
Tier 1: 0.75% on the first $2,000,000 of total transaction value closed per calendar year.
Tier 2: 1.00% on any cumulative transaction value above $2,000,000 for that year.
50% of your earned bonus is paid upon the successful closing of a transaction.
The remaining 50% is paid after 12 months, contingent on the acquired asset meeting or exceeding its underwritten financial projections.
This structure is designed to reward long-term, strategic thinking and ensures our entire team is aligned on the sustainable success of our investments.
Fully Remote: The flexibility to work from anywhere in the world.
Direct Impact & Mentorship: Work directly with the company's founder, have a seat at the strategic table, and see the immediate impact of your work on the company's growth.
Growth Potential: For the right candidate, this role offers a clear path to a senior leadership position within the organization.
27- Property Investment Analyst
Posted today
Job Viewed
Job Description
- : Mondays to Fridays, 9am
- 5pm EST
Minimum salary: 50K
Maximum salary: 80K
**Specific Duties and Responsibilities**:
- Enter preliminary data into a pro forma excel worksheet template for real estate
acquisitions. Data will come from several sources and be used to analyze the investment feasibility of different opportunities in commercial properties
- Work with accounting to enter invoices
- Create marketing packets for investor relations
- Track expenses and capital improvements for different projects
- Assist with tracking opportunities and using CRM software to prioritize the efforts of the owners
- Enter information into lease templates for owner review
**Requirements**:
- Experience in financial modeling, especially in Microsoft Excel
- At least one year of experience as an analyst is required, preferably in the real-estate industry
- Experience in underwriting is an advantage
- Experience in banking and financial services can also be considered
- Good communication skills in English, both written and verbal
- Bachelor’s Degree and/or valid licenses and certifications in any of the following:
Accounting, Business, Finance, Business Administration, Economics, Management, Real Estate, Property Leasing, Property Management, or similar fields are considered advantages.
**PC / Laptop Minimum Specs Required**:
- Processor: Intel Core i3
- Memory: 4 GB
- Hard Disk: 256 GB SSD / 1 TB HDD
- Internet: 15 Mbps
**Salary**: Php50,000.00 - Php80,000.00 per month
**Benefits**:
- Work from home
Schedule:
- 8 hour shift
Senior Financial Analyst - Investment/Banking 46175 - Muntinlupa
Posted 4 days ago
Job Viewed
Job Description
Salary: 40,000 - 70,000 br>
● Provide forecasting, reporting, analysis, and project support to Management < r>● Prepare and present financial model and annual cash budget for Philippine operations < r>● Prepare analyses, financial feasibility models, scenario analyses and presentations for new < r>projects
● Operationalize the company-wide financial model for performance tracking and cash flow < r>management
● Prepare financial reports and provide analysis on budget variances and expense trends < r>● Facilitate vendor payments, manage disbursement accounts and all associated activities < r>● Manage records for all management entities and create records of all cash flows and forecasts < r>● Maintain knowledge and keep abreast of new investment regulations and/or policies < r>
QUALIFICATIONS:
● Bachelor’s degree in Finance, Accounting, or related field; CPA is preferred but not required
● Advanced cash flow modeling experience < r>● Expertise in valuation, discounted cash flow models (DCF) and financial forecasting < r>● Working knowledge of the technical aspects of the industry < r>● Strong working knowledge of Excel < r>● Strong attention to detail and accuracy
Investment Senior Financial Analyst (46175) - Muntinlupa City
Posted 1 day ago
Job Viewed
Job Description
● Provide forecasting, reporting, analysis, and project support to Management br>● Prepare and present financial model and annual cash budget for Philippine operations < r>● Prepare analyses, financial feasibility models, scenario analyses and presentations for new projects < r>● Operationalize the company-wide financial model for performance tracking and cash flow management < r>● Prepare financial reports and provide analysis on budget variances and expense trends < r>● Facilitate vendor payments, manage disbursement accounts and all associated activities < r>● Manage records for all management entities and create records of all cash flows and forecasts < r>● Maintain knowledge and keep abreast of new investment regulations and/or policies < r>
QUALIFICATIONS:
● Bachelor’s degree in Finance, Accounting, or related field; CPA is preferred but not required
● Expertise in valuation, discounted cash flow models (DCF) and financial forecasting < r>● Working knowledge of the technical aspects of the industry < r>● Strong working knowledge of Excel < r>● Strong attention to detail and accuracy
Investment Senior Financial Analyst(46175) - Muntinlupa City
Posted 4 days ago
Job Viewed
Job Description
● Bachelor’s degree in Finance, Accounting, or related field; CPA is preferred but not required br>● At least 5 years’ experience working at financial institutions such investment banks, private equity, securities companies, consulting, CPA firms, or asset management
● Expertise in valuation, discounted cash flow models (DCF) and financial forecasting < r>● Working knowledge of the technical aspects of the industry < r>● Strong working knowledge of Excel < r>● Strong attention to detail and accuracy < r>
RESPONSIBILITIES:
● Provide forecasting, reporting, analysis, and project support to Management < r>● Prepare and present financial model and annual cash budget for Philippine operations < r>● Prepare analyses, financial feasibility models, scenario analyses and presentations for new projects < r>● Operationalize the company-wide financial model for performance tracking and cash flow management < r>● Prepare financial reports and provide analysis on budget variances and expense trends < r>● Facilitate vendor payments, manage disbursement accounts and all associated activities < r>● Manage records for all management entities and create records of all cash flows and forecasts < r>● Maintain knowledge and keep abreast of new investment regulations and/or policies
Financial Analyst
Posted 5 days ago
Job Viewed
Job Description
- Graduate of any finance-related courses. br>
- Advanced proficiency in Google Sheets and Microsoft Excel (e.x., complex formulas, pivot tables, data validation, QUERY, and array functions).
- Experience with inventory management software (SAP)
- Ability to create dashboards and generate reports from raw data.
- Knowledge of macros or Google Apps Script to automate data processes (preferred but not mandatory).
- Experience with inventory analysis and recommending corrective actions to improve stock levels (preferred but not mandatory).
- High degree of accuracy when handling financial data, especially with material costing and inventory control (preferred but not mandatory).
Job Type: Full-time
Pay: Php23,000.00 - Php28,000.00 per month
Schedule:
8 hour shift
Supplemental Pay:
13th month salary
Overtime pay
Yearly bonus
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Financial Analyst
Posted 7 days ago
Job Viewed
Job Description
A top multinational agribusiness shaping the future of sustainable food production. br>
OVERVIEW
We are looking for a skilled and detail-oriented Financial Analyst to join our team. In this role, you will analyze financial data, prepare reports, and provide insights to help guide important business decisions. This is a great opportunity for a CPA who wants to work in a dynamic and professional environment.
WHAT YOU’LL DO < r>- Prepare and analyze financial statements and reports
- Monitor market trends and apply economic principles to analysis
- Provide financial insights and recommendations to management
- Ensure compliance with Philippine regulations and industry standards
- Create dashboards and visual reports using Power BI and other tools
WHAT YOU BRING
- Bachelor’s degree in Accountancy < r>- Certified Public Accountant (CPA) license
- Experience in a public company:
Entry Level: 1–2 years < r> Supervisory Level: 3–5 years < r>- Strong knowledge of financial markets, economic principles, and data analysis
- Proficiency in Power BI and data visualization tools
- Excellent communication and presentation skills in English & Filipino
- Strong critical thinking, collaboration, and problem-solving skills
WHAT SETS THE CLIENT APART
- Part of a global leader in agriculture and food production
- Strong training and career growth opportunities, especially for fresh
graduates
- Supportive and trust-based workplace culture
- Opportunities to meet personal and professional goals
- Exposure to international standards and practices
Financial Analyst
Posted 11 days ago
Job Viewed
Job Description
• Graduate of BS in Accountancy, Financial Management or any related Accounting Course br>• ith experience in preparation of financial statements < r>• F esh graduates are welcome to apply < r>• C n start immediately < r>
Brief Job Description:
• P epares financial reports and related schedules < r>• E sure timely submission of reports < r>• A sists in yearly adults < r>• P rforms assignment related to financial and management reporting that may be assigned from time to time
Financial Analyst

Posted today
Job Viewed
Job Description
**Position Responsibilities:**
Process Migration
+ The job holder is responsible to learn, coordinate and work closely with business unit in migrating accounting and finance processes which includes process documentation - creating comprehensive step-by-step procedure of each processes learned.
+ Assist the leader and the project team in identifying processes that can be migrated in MBPS. Assess based on migration criteria and provide feedback and inputs as necessary.
+ Assist the leader in providing updates in the migration.
+ Serve as the contact person of the project team in getting regular updates, challenges encountered, results monitoring of the parallel run.
+ Learn the processes to be migrated and provide timely process documentation following the standard MBPS format as aligned with the Control Tower.
+ Serve as the business unit point of contact for any process issues or task specific queries.
Trainer
+ The job holder is responsible to train junior team members of the processes already migrated. Ensure complete transfer of knowledge through theoretical training, reverse shadowing, and guide the team members from parallel run to go-live.
+ Serve as the go-to person of the specific location in terms of the knowledge of the processes.
+ Create training plan in case of task re-allocation.
+ Provide timely feedback on team members for the perusal of the leader.
+ Provide coaching and additional training for items that needs further clarification prior to raising to the BU.
Review
+ The job holder will be given few processes that will be subject to his/her review on top of his/her daily, monthly production work. It will part of her responsibility to monitor junior team members work, ensure error-free submission and be accountable for the processes subject to his/her review.
+ Ensure that all processes/deliverables for the day have undergone internal review process prior to BU submission.
+ Follow the quality checklist as documented during migration. Ensure that the preparer adhere to the signed of process documentation.
+ Assist the leader in providing root cause analysis and action items for incidents encountered during the month.
Accounting and Reporting
The job holder will be allocated with processes not limited to:
+ **Operations** - finance operations transactional in nature but has financial impact (e.g. Invoicing, Credit Card Refund, Daily Matching of Premium)
+ **Accounting Operations** - responsible in preparing, uploading of Journal Entry to facilitate month-end closing activities. Reconciliation of accounts and balance sheet items for regulatory requirements
+ **Reconciliation** - performs reconciliation such as Bank Reconciliation, Intercompany Reconciliation and System reconciliation to ensure completeness and correctness of financial information for the month.
+ **Management Reporting** - to support needs of different internal or external parties.
Automation Champion
The job holder is responsible in driving automation initiatives on processes handled by his/her assigned Business unit with the goal of improving accuracy and overall cost efficiency of the team.
+ Propose automation for tasks assigned and
+ Support junior members on their automation initiatives.
+ Coordinate with Business Developers on status of automation projects.
+ Lead User Acceptance Testing and report result to Team Leader.
**Required Qualifications:**
+ Bachelor's degree in accounting or finance or any related field
+ Minimum of 3 years of related work experience with progressive responsibility within accounting and management reporting field at least 2 of which is with an international organization or Shared Service Center.
+ Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation) and must be willing to work on a **day shift** schedule
+ Excellent analytical and problem-solving skills.
+ Ability to work in ambiguous environment and adapt to change while managing time and workload with aggressive timelines.
+ Preferably with process migration background
+ Extensive experience in account analysis and reconciliation
+ Intermediate to Advanced knowledge of Excel (i.e. mastery of excel formulas and pivot tables is a must; VBA is a plus). Proficient in MS Office suite including Outlook, Word, Power Point.
+ Willing to work on dayshift and overtime may be required to meet business deadlines.
+ Strong interpersonal and English (written and verbal) communication skills.
+ Ability to work independently, self-motivated, resourceful, and a team-player.
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido