Investment Associate

Create Synergies Inc. • manila, metro manila, Philippines • Posted May 31, 2026

Location manila, metro manila
Job Type Full-time
Category Finance
Posted May 31, 2026

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.

Makati | on-site | Monday to Friday

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 private equity, investment banki...

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