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Contact             Career | Senior Investment Officer

Senior Investment Officer

Job Description

The ideal candidate will lead and assist efforts in pursuit of providing appropriate and innovative mezzanine investment, and value creation to select promising Philippine SMEs.

The Senior Investment Officer (Associate equivalent) will participate at all levels of deal execution and portfolio company investment oversight and management. Activities include, but not limited to, the following:


  • Screen new investment opportunities

  • Conduct due diligence and market validation for potential investments

  • Build relationships with entrepreneurs and investors to gain access to companies

  • Build and manage financial models, including underlying project operating pro formas, to analyze and structure investments and evaluate the associated risks.

  • Financial, business and industry due diligence on new investment opportunities

  • Compose both investment proposals and briefing memos on new investment opportunities, including term sheet development.

  • Participate in meetings and conference calls with management teams, investors and other intermediaries (investment bankers, business brokers, etc.) for new investment opportunities.

  • Database management of our portfolio

  • Perform financial reviews of existing portfolio companies and general portfolio monitoring.

  • Assist in preparing business development presentations

Job Requirements

  • Strong attention to detail

  • 4-5 years full-time, relevant work experience

  • Solid understanding of accounting and finance.

  • Strong quantitative and analytical skills with extensive financial modeling and analysis experience

  • Extensive experience with Microsoft Word, Excel, and PowerPoint

  • Familiarity with debt and project finance transactions and documentation is a plus

  • Excellent written, verbal and interpersonal skills with the ability and desire to work in a fast-paced, innovative, entrepreneurial environment

  • Self-starter, dependable and reliable, excellent at taking initiative, can work independently without close supervision, and be a supportive team member

Location: Makati CBD

Seniority Level: Mid-Senior Level, Senior Level

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