Investment Associate | Makati

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 pri...

Ready to Apply?

Submit your application today and join our talented team at Create Synergies Inc..