Investment Associate

Location: Makati City (Onsite)
Work Schedule: Morning Shift

Source, screen, and evaluate investment opportunities aligned with the firm's investment strategy.
Build and maintain strong relationships with founders, business owners, intermediaries, and key industry stakeholders to generate proprietary deal flow.
Lead preliminary investment assessments, including financial modeling, valuation, commercial due diligence, and return analysis.
Conduct comprehensive industry, market, and competitive research to identify attractive investment sectors and emerging trends.
Develop well-supported investment theses and present recommendations to the Investment Committee.
Manage end-to-end due diligence across financial, commercial, tax, legal, operational, and ESG workstreams while coordinating with external advisors and management teams.
Prepare investment memoranda, board presentations, and transaction materials for internal and external stakeholders.
Support transaction structuring, commercial negotiations, and the execution of definitive agreements.
Collaborate on post-investment initiatives, including the development of 100-day value creation plans and transition to portfolio management teams.
Prepare quarterly investor reports, LP updates, fundraising presentations, and other strategic reports.

Bachelor's degree in Finance, Business Administration, Economics, or a related field. An MBA or other relevant postgraduate qualification is an advantage.
Minimum of 4 years of experience in Private Equity, Investment Banking, Management Consulting, Corporate Development, Strategic Finance, or Transaction Advisory.
Candidates with experience in Investment Banking or Big 4 Transaction Services / Deal Advisory are highly preferred.
Strong financial modeling, valuation, and analytical skills with exceptional attention to detail.
Proven ability to independently manage projects, lead multiple workstreams, and deliver results within tight deadlines.
Strong commercial acumen and stakeholder management skills, with the ability to engage effectively across all organizational levels.
Excellent problem-solving and critical thinking abilities, with a structured and analytical approach.
Strong research capabilities using both public and proprietary sources to support investment decisions.
Proficient in Microsoft Excel, PowerPoint, and S&P Capital IQ (or similar financial databases).
Excellent written, verbal, and presentation skills.
Highly professional, proactive, and accountable, with a strong sense of ownership and the ability to thrive in a fast-paced environment.