Strategy and Investment Manager

Dedale Intelligence
Manila, PH

Who this role is best for

Best suited to mid-level professionals with strategy and investment experience who thrive in fast-paced, international environments focused on technology and software sectors.

Best fit for

  • Analysts with 4-6 years in strategy or consulting, passionate about technology investments.
    — “4-6 years of relevant experience in strategy, research, consulting and business
  • Professionals skilled in both quantitative analysis and qualitative insights generation.
    — “Leverage both quantitative modeling and qualitative insights generation through expert interviews
  • Individuals comfortable managing teams and mentoring junior analysts.
    — “Manage and mentor a growing team of analysts and associates

Things to consider

  • Direct communication with high-profile clients is a core responsibility.
    — “Communicate directly with high-profile customers, including fund managing partners
  • Role requires leading interviews with senior stakeholders in English.
    — “Lead interviews in English with industry experts and senior stakeholders

How to stand out

  • Highlight specific instances where your research influenced investment decisions.
    — “Deliver high quality and valuable deliverables that will support decision making
  • Demonstrate process improvement initiatives you've led in past roles.
    — “Drive process improvement initiatives and support the enhancement of research workflows
  • Showcase experience collaborating with senior consultants or investors.
    — “Collaborate with experienced ex-Tier 1 management consultants contributing to the research projects
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · CompanyLevel · Mid

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • high-quality deliverables
  • successful investment decisions
Typical background
investment or consulting backgroundresearch experience

Skills & requirements

Required

Investment ResearchStrategic PlanningTeam ManagementFinancial Analysis

Preferred

Technology Due DiligenceMarket Analysis

Stack & domain

Investment ResearchData Product DevelopmentFundamental ResearchStrategic Due DiligenceFinancial ResearchStrategic ScreeningQuantitative ModelingQualitative Insights GenerationProcess ImprovementResearch WorkflowsMethodologiesCommunicationPresentationStrategic ThinkingProblem-solvingStakeholder ManagementTeamworkCollaborationDecision-makingInvestmentTechnologyResearchStrategy

About the role

Original posting from Dedale Intelligence via Ashby

About Dedale:

Dedale is the differentiating source of strategic intelligence in the technology space. With a unique team of over 100 full-time research analysts & planners, Dedale leverages a network of over 10 000 market professionals to deliver on the ground strategic intelligence to investors and corporates, with a core focus around North America and Europe.

Our team gathers top talents with diverse and international backgrounds. Our Research & Investment team has the strongest expertise in the ecosystem on B2B Software due diligence, and we are surrounded by a network of mentors including high-profile tech founders and investors.

Our Culture:

Dedale gathers a group of highly talented international individuals (incl. US, Chinese, Filipino, French, Moroccan, Latvian, Lebanese nationalities among others).

The leadership team is composed of experienced investment professionals & management consultants (ex-McKinsey, BCG consultants & managers).

Our advisory board is extremely high profile, including some of the most successful investors worldwide (incl. Managing Partners of the largest PE and Growth Equity funds, and Tech unicorn entrepreneurs).

We seek to develop a dream team of outstanding investment analysts with strong academic and professional achievements and a passion for investing and technology.

Your Responsibility:

Investment Research:

  • Lead research and data product development on software & technology companies and market segments
  • Manage and mentor a growing team of analysts and associates
  • Conduct in-depth fundamental research and strategic due diligence on public and private software and technology companies
  • Monitor target companies regularly and support the screening of new opportunities
  • Leverage both quantitative modeling and qualitative insights generation through expert interviews
  • Collaborate with experienced ex-Tier 1 management consultants contributing to the research projects
  • Deliver high quality and valuable deliverables that will support decision making on multi-million investments
  • Communicate directly with high-profile customers, including fund managing partners, billionaire entrepreneurs, family office managers
  • Prepare financial research and strategic screening, and communication materials for our members
  • Take on increasing responsibilities and contribute to the continued growth of the research function
  • Lead interviews in English with industry experts and senior stakeholders
  • Drive process improvement initiatives and support the enhancement of research workflows and methodologies

Your Qualifications

Across the firm, we attract motivated, intellectually curious, and analytically rigorous young professionals who are passionate about learning and creating impact. It's highly likely you'll move forward in the process if:

  • 4-6 years of relevant experience in strategy, research, consulting and business (with several internships in finance/tech/startup or corporate company)
  • Strong analytical and problem-solving skills with advanced Excel and quantitative analysis capabilities
  • Excellent verbal and written communication skills, including strong presentation and slide development abilities
  • Strategic thinker with the ability to identify key insights, synthesize information, and make data-driven recommendations
  • Strong stakeholder management and interpersonal skills, with the ability to collaborate across teams and seniority levels
  • Comfortable working independently in fast-paced environments with a sense of urgency
  • Data-driven, with strong analytical and decision-making skills

Cherry on the Cake!

  • You like collaborating as a team and delivering your best as an individual
  • You are passionate about technology, innovation, and investment

Process:

  • Introductory call
  • Pre-case Interview
  • 1 Case Study
  • Final interview with CEO, PH Director and coffee chat

Source: Dedale Intelligence careers (Ashby)

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