Investment Analyst

  • Makati, Philippines
    916 Arnaiz Ave Suite 301 Brgy San Lorenzo Makati City, Makati, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted 2 months ago and deadline of application is on 24 Mar
Recruiter was hiring 12 hours ago

Investment Analyst

Job Description

  • Research and analyze various potential markets and industries for investment trends and opportunities
  • Monitor current equity and interest rates in the market, as well as gather information from industry experts and target companies
  • Evaluate opportunities by interpreting financial information and writing financial research summaries and reports of individual potential trades
  • Regularly meet with the company’s investment portfolio manager, the management, fund managers, and other relevant persons
  • Perform management consultancy duties
  • Assist in building, managing, and monitoring the company’s portfolio
  • Perform other tasks related to the role

Minimum Qualifications

  • For Senior level Investment Analyst - 5yrs minimum experience in Financial Institution
  • For Entry level 2 to 3 yrs relevant work experience
  • Must be a college degree graduate from any reputable universities or colleges
  • Must have investment experience such as investment banking, private equity and venture capital
  • Ability to do financial modeling (balance sheet, income statement, and 10yrs projection, financial evaluation of the company)
  • Relevant experience in client management
  • Make sure to wear smart business attire (with tie)
  • Industry knowledge in fintech, BTC, cryptocurrencies, e-commerce, online payments, etc.
  • Good powerpoint presentation skills
  • Excellent communication skills in English
  • Must be detail-oriented with excellent analytical skills, outstanding proactiveness and self-motivation
  • Excellent knowledge and experience with investment valuation techniques and cash flow modeling
  • Interest in current affairs
  • Ability to work effectively and efficiently under pressure
  • Excellent organizational skills, numerical skills, and communication skills

Perks and Benefits

  • Paid Holidays Paid Holidays
  • Paid Vacation Leave Paid Vacation Leave
  • Paid Sick Leave Paid Sick Leave
  • Special Leave Benefits for Women Special Leave Benefits for Women
  • Legal Assistance Plans Legal Assistance Plans
  • Transportation Allowances Transportation Allowances
  • Free Lunch or Snacks Free Lunch or Snacks

Required Skills

  • Analyzing Data
  • Complex Problem-Solving
  • Business Analysis
  • Strategic Planning
  • Stakeholder Management

Jobs Summary

Job level
Associate / Supervisor
Job category
Management and Consultancy
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
916 Arnaiz Ave Suite 301 Brgy San Lorenzo Makati City
Information Technology / IT
213 openings

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About represents a network of family offices as a marketing and engagement front-end in the Philippines. These family offices are venture builders who build Filipino startups that are changing the world. Comprised of a team of dedicated professionals, Katalyst evaluates startup opportunities based on their impact to the local community.’s role is to build strategic partnership and investment opportunities for these startups to thrive. Though receives prospective business partners and associates abroad, the firm's focus is on serving the Filipino market first, with the goal of driving progress for the greater Philippines. Learn more about us at
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