Job title: Investment Advisor
Job type: Full Time Employee
Emp type: Full-time
Location: Clark, Pampanga
Job published: 07-03-2024
Job ID: 32481

Job Description

If you are ready to take the next step in your career and join a dynamic team at the forefront of investment advisory services, we want to hear from you. We are looking for talented individuals working in Philippine investment groups who are eager for international exposure and career advancement opportunities. Don't miss out on this chance to make your mark in the world of finance.

 

Responsibilities:

  • Support deals and retainer agreements for our client’s boutique investment advisory firm.
  • Collaborate with international clients, participating in transactions across the Asia-Pacific region, including the Philippines.
  • Utilize strong communication skills to facilitate smooth interactions with stakeholders.
  • Demonstrate proficiency in document preparation, revisions, and the creation of compelling presentations in Microsoft PowerPoint.
  • Leverage advanced Excel skills to analyze and present financial data.
  • Assist in the analysis of financial data and market trends to identify potential investment opportunities.

 

Requirements:

  • Bachelor's degree in Law or Commerce/Accounting or related field.
  • 2-4 years of relevant experience, preferably within the investment banking sector.
  • Strong verbal communication skills with an ability to engage effectively with clients and team members.
  • Proficiency in document preparation and revisions, PowerPoint presentation creation, and advanced Excel skills.
  • Previous to current experience in investment banking or being a Deal Executive is preferred.

 

If you are passionate about investment banking, possess the required skills and qualifications, and are ready to take your career to the next level, we want to hear from you!