Finance Transaction Services Associate

apartmentOur Clients placeQuezon City calendar_month 
Finance Transaction Services Associate

Makati | On-site | Monday to Friday

About the Role

We are looking for a detail-oriented and analytically strong Finance Transaction Services Associate to support investment-related activities, with a focus on financial due diligence and transaction execution. This role is ideal for professionals who thrive in fast-paced, deal-driven environments and want to deepen their exposure to corporate finance and private equity transactions.

Key Responsibilities
  • Perform financial due diligence on potential investment opportunities
  • Analyze historical financial statements and assess key value drivers and risks
  • Evaluate quality of earnings, working capital, and cash flow trends
  • Build and maintain financial models to support transaction analysis
  • Assist in deal execution, including data room management and coordination with stakeholders
  • Support the preparation of transaction reports, presentations, and investment materials
  • Collaborate with internal teams and external advisors throughout the deal lifecycle
  • Conduct industry and company research to support investment decisions
What We’re Looking For
  • 2–4 years of experience in:
  • Transaction Services
  • Corporate Finance
  • Advisory
  • Audit with exposure to due diligence or deal-related work
  • Strong understanding of financial statements and accounting principles
  • Experience in financial analysis, due diligence, or transaction support
  • Proficiency in Excel and financial modeling
  • High attention to detail with strong analytical and problem-solving skills
  • Ability to manage multiple workstreams and meet tight deadlines
  • Strong written and verbal communication skills

Preferred but not required:

  • Exposure to buy-side or sell-side transactions
  • Experience working with data rooms and due diligence processes
  • CPA is an advantage but not required
Why Join Us
  • Gain hands-on experience in live transactions and due diligence processes
  • Develop strong technical and commercial finance skills
  • Work alongside experienced professionals in a collaborative, fast-paced setting
  • Clear pathway for growth into broader investment and corporate finance roles
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