Investment Associate

Investment Associate

Makati on-site Monday to Friday

Role Overview:

The Investment Associate sources and evaluates investment opportunities conducts financial and market analysis manages due diligence and supports deal execution and portfolio transition. The role also involves preparing investment materials working with stakeholders and contributing to investor reporting.

Key Responsibilities:

• Identify and assess new investment opportunities
• Build relationships with founders executives and intermediaries
• Perform financial modeling valuation and industry research
• Lead due diligence and coordinate with advisors
• Prepare investment memos and support deal structuring/negotiation
• Assist in post-investment planning and investor reporting

Qualifications:

• Degree in finance business economics or related field (MBA a plus)
• 4 years in private equity investment banking consulting or similar
• Strong financial modeling analytical and project management skills
• Excellent research problem-solving and communication abilities
• Proficiency in tools like Microsoft Office and Capital IQ