Pleco is hiring for an Investment Analyst with a finance background—ideally someone who is a Certified Financial Planner (CFP), CFA Charterholder (or currently undertaking Level 1–3), or has a degree in finance or investment. This is a dual-role opportunity combining investment analysis and executive-level support

You’ll act as right-hand—analysing opportunities, preparing investor materials, managing internal workflows, and handling key executive support tasks.

What You'll Do:

Investment & Capital Advisory Support

Conduct industry and company research to support investment memos and pitch decks
Review and summarise financial statements and capital structures
Assist with the creation of client-ready investor materials and presentations
Maintain investor pipeline data in CRM (e.g., Affinity, HubSpot, Pipedrive)
Support capital raising workflows, due diligence coordination, and investor follow-ups

Executive Support

Manage Grace’s diary, coordinate meetings across global time zones
Draft and send professional correspondence on behalf of Grace
Organise documentation (NDAs, investor decks, data room files) and ensure confidentiality
Prepare meeting notes, track action items, and ensure timely execution
Provide administrative and project support across internal and external stakeholders

What We're Looking For:

Degree-qualified in Finance, Accounting, Economics, or a related field
Certified Financial Planner (CFP), CFA (Level 1–3) or equivalent certification preferred
2+ years' experience in financial services, investment advisory, or capital markets
Strong financial modelling, research, and analysis skills
Exceptional attention to detail and high organisational standards
Professional English writing and communication skills
Experience working remotely and handling sensitive information

Why Join Pleco?

✨ Competitive compensation (starting at PHP 50,000/month, depending on experience)

✨ HMO Coverage

✨ Paid leaves and government-mandated benefits

✨ Permanent work-from-home setup (equipment provided!)

✨ Exposure to global clients and complex financial environments

✨ Growth and learning opportunities within a supportive, international team