Our client is an
investment and corporate finance advisory firm supporting sophisticated transactions for high-net-worth and ultra-high-net-worth clients. Their work spans
real estate, M&A, structured financing, and complex capital structures, often involving multi-entity and cross-border considerations.
They operate with high standards, lean teams, and direct exposure to decision-makers and complex deal work.
The Role
We're seeking a high-caliber
Financial Analyst with strong investment bankingstyle financial modeling and valuation experience, particularly in
real estate and structured transactions.
This is a hands-on, execution-focused role suited to someone who is analytically sharp, plug-and-play, and comfortable operating independently within an established deal framework. You'll work closely with senior leadership and initially receive onboarding support from an outgoing analyst and the Executive Director / Co-CEO.
Role Details
- Commitment: Part-Time (starting at 30 hours/week), with potential to grow to full-time
- Schedule: Full availability during CET working hours (non-negotiable)
- Location: Fully Remote, PH-based candidates preferred
- Engagement: Independent Contractor
- Start Date: ASAP
- Rate: $10-15/hour, depending on level of experience (can be more if exceptional)
What You'll Do
Financial Modeling & Deal Execution (Core Focus)
- Build and underwrite investment bankinglevel financial models, primarily single-asset real estate models
- Analyze real estate assets, including:
- Cash flows
- P&Ls
- DSCR and debt metrics
- Sensitivity and scenario analysis
- Structure and model complex capital stacks, including:
- Senior debt
- Mezzanine financing
- Preferred equity
- Waterfall structures
Transaction Support
- Support transactions across:
- Real estate acquisitions and refinancing
- M&A transactions
- Growth and expansion capital
- Corporate financing
- Evaluate deal viability, challenge assumptions, and stress-test scenarios
- Prepare internal investment analyses and decision-support materials
Requirements (Must-Have)
- 2+ years experience in one or more of the following:
- Investment banking
- Private equity
- Corporate finance
- Transaction advisory
- Strong, hands-on experience with:
- Financial modeling
- Valuation
- Deal underwriting
- Proven ability to model and understand:
- Single-asset real estate transactions
- Structured capital stacks, waterfalls, mezzanine and preferred equity
- Strong financial intuition and commercial common sense not just technical skill
- Comfortable working in a fast-paced, high-expectation environment
- Full availability during CET working hours
Nice-to-Haves (Strong Plus)
- Direct real estate transaction experience
- Exposure to hospitality, entertainment, or F&B real estate
- Experience supporting UHNW or institutional clients
- CFA or progress toward CFA (or similar finance credentials)
Ideal Candidate Profile
This role is ideal for someone who:
- Enjoys hands-on deal execution, not just academic analysis
- Is comfortable working with complex structures and high-stakes decisions
- Can operate independently while maintaining precision and discipline
- Thinks critically and challenges assumptions when needed
- Is looking for long-term growth rather than short-term project work
Recruitment Process
- Initial Interview
- Client Interview
- Offer & Onboarding
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