Investments Analyst
C
Career Professionals, Inc.
📍 muntinlupa, national capital region, Philippines
Job Description
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 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, inves...
- 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 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, inves...