562 Junior Investment Analyst jobs in the Philippines

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

We are looking for a sharp, execution-oriented Investment Analyst to support our fundraising and M&A activities. The successful candidate will combine strong analytical skills with a practical understanding of venture financing, deal structuring, and legal documentation. You will work closely with management, advisors, and external investors to drive transactions across different startup stages.

Key Responsibilities

• Review, analyze, and assist in negotiating term sheets, shareholder agreements, subscription agreements, and other legal documents.
• Ensure alignment between financial models, transaction structures, and contractual terms.
• Coordinate with legal counsel to manage due diligence and closing processes.
• Prepare compelling investor decks, financial projections, and supporting materials for equity and debt raises.
• Build and maintain cap tables, financing scenarios, and dilution analysis across Seed, Series A/B/C and later rounds.
• Support data room preparation and Q&A management during investor due diligence.
• Conduct valuation analyses and support deal structuring for acquisitions, partnerships, and strategic investments.
• Perform market mapping, benchmarking, and synergy analysis for potential transactions.
• Develop and maintain financial models, scenario planning, and sensitivity analyses.
• Track market, competitive, and investor trends relevant to financing and M&A.
• Liaise with investors, banks, law firms, and external advisors to move deals forward.
• Provide concise, well-structured updates to senior management and the board.

Qualifications & Skills

• Bachelor's degree in Finance, Economics, Business, Law, or related discipline.
• 2–4 years of experience in investment banking, venture capital, private equity, or corporate development.
• Hands-on exposure to venture financing (Seed to Series rounds), term sheets, and legal agreements.
• Strong understanding of fundraising processes, investment terms (liquidation preferences, anti-dilution, option pools), and M&A execution.
• Excellent financial modelling, valuation, and presentation-building skills.
• Comfortable working directly with legal documents and supporting negotiations.
• Highly organized, detail-oriented, and able to manage multiple workstreams in fast-paced environments.

Job Type: Full-time

Pay: Php25, Php40,000.00 per month

Benefits:

• Work from home

Work Location: Remote

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

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
• CPA license is a plus

• Work with seasoned investors and gain exposure to diverse markets
• Gain experience evaluating startups and shaping investment strategies

About Our Client
This opportunity is with a leading venture capital firm in the investment industry. The company is known for backing high-growth technology startups across Southeast Asia and is recognized for its strong track record in driving innovation and sustainable business growth.

Job Description

• Conduct financial modeling and valuation analyses to assess potential investment opportunities.
• Prepare detailed investment memos and presentations to support decision-making by senior management.
• Monitor portfolio company performance and provide ongoing financial and strategic analysis.
• Perform industry and market research to identify emerging trends and investment prospects.
• Collaborate with cross-functional teams to support due diligence and deal execution processes.

The Successful Applicant
A Successful Investment Analyst Should Have

• A degree in Finance, Economics, Accounting, or a related field.
• Proficiency in financial modeling, valuation techniques, and data analysis tools.
• Strong understanding of investment principles, capital markets, and financial statements.
• Excellent analytical, research, and quantitative skills with keen attention to detail.
• Ability to communicate insights effectively and work collaboratively in a fast-paced environment.

What's on Offer

• Permanent position with strong potential for professional and career development.
• Opportunity to work with a leading venture capital firm driving innovation across Southeast Asia.
• Collaborative and dynamic work environment that values analytical thinking and initiative.

Take the next step in your career by applying for this Investment Analyst position today

Contact: Jamaica Gonzales
Quote job ref: JN

Report discriminatory job ad to TAFEP

Roles & Responsibilities

ExodusPoint Capital, founded in 2017 by Michael Gelband and Hyung Lee, began managing investor capital in 2018. The firm employs a global multi-strategy investment approach, seeking to deliver compelling asymmetric returns by combining complementary liquid strategies managed by experienced investment professionals within a robust risk framework. ExodusPoint brings together an accomplished team with hands-on experience running multi-manager businesses to create an institutional investment management firm.

We are looking for a Discretionary Strategies Investment Analyst to join our team in Singapore.This person will work closely with portfolio managers for generating investment ideas,structuring and implementing trades & monitoring the current portfolio.

Responsibilities

• Conduct thorough research analysis and modeling including macro and micro fundamentals, technicals, market sentiment and news & flow impact, etc
• Facilitate the implementation of investment thesis and performance attributions

Qualifications

• Degree from leading university in finance, economics, engineering, computer sciences, and/or math
• Good communication skills to collaborate both within and across teams
• Prior experience in financial market positions and passion for public market investing
• Strong analytical and quantitative skills with attentions to details

We are looking for a project-based investment analyst or due diligence consultant to support us in reviewing business acquisition opportunities. The role involves evaluating financial health, assessing risk, and helping determine if an investment or acquisition is viable.

You will work closely with the founder and our small investment team to analyze financials, audit documents, and provide high-level recommendations that guide our purchase decisions.

Location: Remote

Setup: Project-Based, Part-Time

Start Date: ASAP

Compensation: Based on project scope and experience

Key Responsibilities

• Review and analyze financial statements, including AFS, ITR, POS reports, and bank records
• Evaluate net margins, revenue consistency, COGS trends, and expense breakdowns
• Conduct light or deep due diligence, depending on the business size and deal stage
• Validate seller-provided documents and flag inconsistencies or red flags
• Perform valuation cross-checks using benchmarks (EBITDA multiples, revenue multiples, net profit multipliers, etc.)
• Provide short summary reports or memos outlining key risks, opportunities, and financial interpretations
• Assist in identifying areas for operational improvement or immediate cost savings post-acquisition
• Occasionally collaborate with external accountants or lawyers involved in the deal

Required Qualifications & Experience

• 2–5 years of relevant experience in financial analysis, investment evaluation, or M&A due diligence
• Strong understanding of Philippine accounting and taxation
• Proficient in interpreting key financial documents (AFS, ITR, bank statements, general ledgers, etc.)
• Excellent attention to detail, ability to spot anomalies or inconsistencies
• Comfortable building simple valuation models or ROI analysis using Excel/Google Sheets
• Able to distill financial insights and make actionable recommendations to decision-makers
• Bonus: Experience in small business acquisitions, franchise evaluations, or startup investing
• Bonus: Familiarity with industry benchmarks (especially in F&B, service businesses, digital agencies)

Ideal Profile

• Analytical and skeptical, but pragmatic — understands that not all books will be perfect
• Able to work independently and remotely, with limited supervision
• Experience working with founders, small businesses, or family-owned operations
• Not just a number-cruncher — someone who can connect financials with real-world operations

• 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.

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.

Job Type: Full-time

Education:

• Bachelor's (Preferred)

Experience:

• Financial analysis: 2 years (Preferred)
• Investment Management: 2 years (Preferred)

Work Location: In person

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