Job Description
Full details about the role and requirements
Yukerja Summary
The Finance Modeling Associate role at WHR Global Consulting is curated from Bossjob (category Keuangan & Perbankan). Note the work location (Muntinlupa, National Capital Region, Philippines) before applying. Yukerja.com is not the employer — applications are handled on the official source site.
Job Description:
The successful candidate will support senior investment professionals in conducting market research, financial analysis, and portfolio management activities while contributing to investment decision-making processes.
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 Skills And 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, investment principles, and valuation methodologies
- Excellent written and verbal communication skills
- Strong analytical and problem-solving abilities
- Ability to work independently and manage multiple priorities in a fast-paced environment