Finance Transaction Services Associate

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