Investment Analyst - Manila

Benefits: Competitive salary, internet allowance, HMO coverage, 31 days PTO, equipment and tools of trade provided

For Immediate Start

• A 1 to 2-week Paid Test Period will be provided. During this time, the candidate will be given a test that can be completed within 1 to 2 weeks. This will allow us to further determine if the candidate is the right fit for us. After the candidate passes this round, he/she will then be onboarded officially.

About Us:

Our portfolio spans 3 states with an end value of $4B AUD.

Mission Statement:

Our mission is to create an environment of intellectual excellence and curiosity, driven by quantitative analysis and the shared collaboration and intelligence of our team, to generate alpha. We seek to be the tip of the spear.

Job Overview:

This role serves as a launchpad for growth into senior analyst or portfolio management positions, making it perfect for ambitious, detail-oriented individuals ready to contribute to a firm’s success in Australia’s competitive property market.

Qualifications

• Essential: Bachelor’s degree in Finance, Real Estate, Economics, Business, Applied Mathematics, Valuation, Investment Analysis, or a quantitative discipline from a recognized Philippine or international university (e.g., UP, Ateneo, DLSU, UST or equivalent).
• Highly Desirable:
• Postgraduate studies (e.g., Master’s in Finance, Real Estate, Business Analytics, or Applied Mathematics) or progress toward CFA Level 1 or equivalent certifications (e.g., Certified Public Accountant – CPA Philippines).
• Specialized coursework in real estate markets, valuation techniques, or investment analysis (e.g., via online platforms like Coursera, Udemy, or local institutions like AIM).

• Baseline: 4–5 years of solid experience in finance, real estate, or a related field, reflecting the Philippine job market’s expectations for mid-level professionals.
• Preferred:
• At least 3 years of dedicated professional experience with a real estate firm, financial institution, or consultancy (e.g., Ayala Land, Colliers Philippines, or global firms like CBRE).
• Direct exposure to real estate transactions, financial modeling, or market research through prior professional work or academic capstone projects.
• Prior experience in US and Australian real estate markets, including familiarity with transactions, valuations, or market analysis, is highly desirable.

• Analytical Acumen: Ability to analyze complex financial and market data to provide actionable insights, critical for navigating global and local market trends.
• Financial Modeling: Proficiency in building and interpreting financial models, including cash flow projections, IRR, NPV, and sensitivity analysis.
• Land Valuation: Expertise in assessing land value using methodologies such as comparable sales, residual land value, or cost approaches, tailored to real estate investment analysis.
• Precision: High attention to detail when managing financial models, contracts, or compliance requirements.
• Communication: Strong written and verbal skills in English to create clear, client-ready deliverables for international stakeholders.
• Adaptability: Comfortable in a fast-paced, remote-friendly environment with shifting priorities, aligning with hybrid work trends in the Philippines.
• Curiosity: Proactive in researching global real estate trends and investment strategies, with an interest in Australian markets.

• Excel Mastery: Advanced skills in financial modeling, including VLOOKUP, PivotTables, macros, and scenario analysis (VBA is a plus but not required).
• Real Estate Tools: Familiarity with tools like Estate Master, CoreLogic RP Data, or local platforms like Lamudi or Property24 is a bonus.
• Data Visualization: Proficiency in Power BI, Tableau, or Google Data Studio to create compelling reports or dashboards.
• Research Competency: Ability to leverage property platforms (e.g., Domain, APM PriceFinder) and economic databases like Trading Economics or Bangko Sentral ng Pilipinas (BSP) reports.
• Office Suite: Strong command of Microsoft Word and PowerPoint for professional documentation; knowledge of collaboration tools like Google Workspace or Trello is a plus.
• Optional Advantage: Basic scripting knowledge (e.g., Python or R) for automating data tasks, reflecting the growing demand for tech skills in the Philippines.

• Analytical Mindset: Naturally inclined to question assumptions and approach problems methodically, essential for financial and market analysis.
• Resilience: Able to manage high-pressure situations, such as tight deadlines or complex client requirements, with a positive attitude.
• Proactive Initiative: Self-driven to go beyond assigned tasks, such as researching market trends or suggesting process improvements.
• Team-Oriented: Collaborative and adaptable in a hybrid or remote team setting, respecting diverse perspectives from global and local colleagues.
• Ethical Integrity: Committed to transparency and professionalism when handling sensitive financial or client data.
• Calm Under Pressure: Maintains focus during time-sensitive tasks, such as preparing reports or supporting investment deals.

Roles and Responsibilities

As an Investment Analyst, you will support the investment team in identifying, evaluating, and managing real estate opportunities in Australia, with responsibilities adapted to the Philippine work context:

1. Market and Economic Research:

• Analyze Australian real estate market trends in key regions (e.g., Sydney, Melbourne, Brisbane) and sectors (e.g., residential, commercial).
• Monitor global and local macroeconomic indicators (e.g., interest rates, inflation, BSP policies) impacting property markets.
• Source data from credible platforms like the Australian Bureau of Statistics (ABS), CoreLogic, or international reports accessible from the Philippines.

1. Financial Analysis and Modeling:

• Develop financial models to evaluate investment viability, including cash flow forecasts, IRR, NPV, and yield calculations.
• Conduct property valuations using DCF, comparable sales, or cap rate methodologies, with a focus on land valuation techniques aligned with Australian standards.
• Support due diligence by reviewing lease agreements, occupancy data, and operational costs.

1. Investment Opportunity Evaluation:

• Screen potential acquisitions or development projects based on investment criteria.
• Prepare investment summaries and presentations for senior analysts or virtual investment committee meetings.
• Assist in analyzing financing options and return profiles, considering cross-border investment dynamics.

1. Portfolio Monitoring and Reporting:

• Track KPIs for real estate assets, such as rental growth and vacancy rates, using remote collaboration tools.
• Contribute to quarterly portfolio reports and investor updates with data-driven insights.
• Support asset management decisions, including lease renewals or capital expenditure planning.

1. Risk Analysis:

• Identify investment risks, such as market volatility, regulatory changes (e.g., Australian FIRB policies), or economic shifts in the Philippines or Australia.
• Perform scenario analysis and sensitivity testing to assess risk-adjusted returns.

1. Collaboration and Support:

• Work with global teams, including senior analysts and external advisers, via virtual platforms like Zoom or Microsoft Teams.
• Contribute research-backed insights during team strategy sessions, aligning with hybrid work practices.

• Work-from-Home Setup: Company-provided laptop and an extra monitor to support productivity in a hybrid or remote work environment.
• Internet Allowance: Support for reliable high-speed internet, essential for remote work in the Philippines.
• Well-being Allowance: A Monthly allowance to promote physical and mental health.
• HMO Coverage: Comprehensive health insurance
• Competitive Salary: Attractive compensation package with performance-based incentives, reflecting local market standards.
• Paid Time Off: 31 days of paid leave annually
• Professional Development: Access to training programs and certifications to support career growth.
• Equipment Support: Laptops and other computer accessories will be provided

Join our team to grow your career in global real estate investment while enjoying the flexibility and benefits tailored to the Philippine work environment. Apply now!