CFA Society Philippines

A Member of the CFA Institute Global Network of Societies

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Date Posted January 03, 2019
Elite Union Logo.jpg

BUSINESS DEVELOPMENT ASSOCIATE 


Elite Union is a multinational alternative investment firm founded in 2006. The Group primarily focuses on the areas of real estate investments, debt investments, trade receivables, and joint venture partnerships.

Likewise, the company offers several services such as management of equity investments, asset acquisition and disposition, real estate asset servicing, asset management, along with advisory and consultancy. 


Job Description

  • Prepare research presentations including real estate market reports and investment memos

  • Analyze financial information and develop financial models for potential investments

  • Assist in the management of the group’s investments

  • Preparation of Monitoring Reports relating to the status of the group’s assets and investments.

  • Assist in the marketing of the group’s assets and the overall brand of the organization. 

  • Review and analysis of legal documentation

  • Create and maintain relationships with key clients


Requirements

  • Must possess a Bachelor’s/College Degree

  • At least one (1) year working experience in Financial Analysis

  • Highly proficient in Microsoft Excel and PowerPoint

  • Very good communication and presentation skills

  • Excellent quantitative and qualitative analytical

​​​​For interested applicants, please email your CV's to:​

Maria Luisa P. Henson (Lulu) |  HR Head | 02-753-1901​ |  henson.lulu@adf.com.ph​​_________________________________________________________________________________________________________________________________________________________​



Date Posted December 21, 2018
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​1. INFORMATION SERVICES OFFICER - BUSINESS DEVELOPMENT

 

About AQR Capital Management

AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998.

At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We're determined to know what makes financial markets tick – and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration, and believe transparency and openness to new ideas leads to innovation.

The Team

AQR Capital Management is looking for an exceptionally talented individual with 5-10 years of experience to join our BD Services team. 

The BD Services team serves a core function within AQR's Business Development group by supporting sales and client service efforts. The primary responsibility of the role is to partner with Product Specialists and Business Development team members to create standardized and customized presentation materials for use in client and prospect meetings. A successful candidate operates well independently as well as in a team environment and is proactive and creative about problem-solving.

Your Role

  • Partner with stakeholder teams to create a standard as well as customized client content across all product and vehicle types
  • Gather and analyze client portfolio data using internal and external applications
  • Produce regular and ad hoc materials for internal and external purposes
  • Coordinate projects and ensure timelines are adhered to
  • Maintain a commitment to quality and attention to detail in a timely manner
  • Partner with senior professionals and teams across the organization to improve the workflow process
  • Professionally communicate with all levels of staff
  • Foster a sense of teamwork, assisting others when needed

 What You'll Bring

  • Bachelor's degree, with a preferred concentration in finance
  • 5+ years of experience in financial services, asset management background is a plus
  • Strong written and verbal communications skills
  • Proficiency in Microsoft Excel and PowerPoint. Experience with advanced functions in Excel is a plus
  • Tableau, SQL, Visio knowledge is a plus
  • Seismic knowledge is a strong plus

Who You Are

  • Enjoys working independently as well as within a team
  • Determined to learn AQR's suite of product offerings and complex financial models and concepts
  • Ability to navigate in a fast-paced environment, with frequent shifts in priorities as business needs change
  • Collaborate with colleagues across various teams and departments
  • Well-organized with the ability to multi-task and work within tight timeframes
  • Goal-oriented, demonstrate a sense of personal growth and accountability
  • Strong sense of integrity, consistent with AQR's values and core principles

 

2. SOFTWARE ENGINEER - RESEARCH AND PORTFOLIO IMPLEMENTATION


About AQR Capital Management

AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998.

At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We're determined to know what makes financial markets tick – and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration, and believe transparency and openness to new ideas leads to innovation.

The Team

AQR Capital Management is looking for a highly talented individual with 3-5 years of experience to join Model Data group. This team is responsible for overseeing the production and research of data processes for the research, portfolio implementation and other critical stakeholders within the firm.

Your Role

  • Expertise in the daily data load and validation process
  • Potential to expand your technical expertise and gain more experience and training in Python, SQL and machine learning
  • Monitor and manage the daily process
  • Monitor arrival and economic validity of new data
  • Interact with data loading and checking systems both programmatically and via GUI
  • Assess data validation exceptions
  • Research and interpret the effect of economic and/or corporate events on data related to: markets, financial instruments, economic indicators, financial analysis measures, etc
  • Conclude whether flagged values must be approved or represent true errors that require follow up

What You'll Bring

  • 3+ relevant working experience
  • Bachelors/Masters/Ph.D. in Computer Science, Engineering, or related discipline
  • Knowledge of or experience in some of the following:
  • SQL, Python
  • Economic events and related indicators
  • Financial instruments such as stocks, bonds, derivatives, futures
  • Financial statement analysis and corporate finance
  • Portfolio management (factor investing)
  • Statistical measures and analysis
  • Data validation, cleansing, normalization, ETL

Who You Are

  • Organized and able to work under daily deadlines
  • Able to prioritize and optimize own workload as a function of unexpected events and existing parallel/serial workflows
  • Ability to balance/optimize finding own solutions and asking for help
  • Good communicator who is able to be persistent and effective in following up on issues that block the process which requires input from others in order to be solved​


     For interested applicants, please email your CV's to:​

Jay Tero | Recruitment Officer | 09950968308 |  florentino.tero@infinit-o.com

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Date Posted December 20, 2018​




ASSISTANT INVESTMENT ANALYST​​ (AIA)


Credit Guarantee and Investment Facility (CGIF), a trust fund of the Asian Development Bank (ADB), was established by the governments of 10 ASEAN countries and Japan, China, and Korea (ASEAN+3), and by the ADB, as a key component of the Asian Bond Markets Initiative (ABMI) of the ADB and the ASEAN+3 cooperation.  CGIF has been established to promote economic development and resilience of the financial markets, and to prevent disruptions to the international financial order by developing deep and liquid local currency and regional bond markets.  The main function of CGIF is to provide credit enhancement to allow investment-rated issuers to issue local currency bonds in ASEAN+3 countries.​


Job Description

The Assistant Investment Analyst is a locally recruited administrative staff position that will support guarantee operations of CGIF. The selected candidate will be offered a locally competitive salary and benefits package.​

EXPECTED OUTCOMES

The AIA will report directly or indirectly to the Vice President, Operations and will have the following main responsibilities.

  • Perform on-going analysis/research and write review reports on CGIF’s existing clients as required with the supervision of the lead specialist.

  • Identify material business and financial changes of the clients compared to previous reports and assess their impact. 

  • Assist Senior Investment Specialist / Investment Specialist with their responsibilities. 

QUALIFICATIONS

Education Requirements

A university degree in business, economics, finance or related fields from a top university. 

Relevant Experience and Skills

  • Fresh graduates in the top 5% of the graduating class or equivalent are also encouraged to apply.

  • Preferably 1-3 years of relevant professional experience in private and finance sector, performing investment research and/or due diligence covering business and financial profiles of corporations.

  • Ability to comprehend and interpret corporate financial statements and have good understanding of accounting principles.

  • Excellent communication skills and ability to interact, at a senior level in English.

  • Able to work under tight deadlines and to travel frequently.

  • Working proficiency in MS Word, Excel and Power Point.

  • Candidates who successfully completed CFA Level 1 will have an added advantage.

  • Strong analytical and creative problem solving skills, including financial due diligence and credit assessment skills would be an added advantage.

TECHNICAL COMPETENCIES

  • Able to provide analytical support such as in-depth research, pricing, financial analysis, cash flow projection and sensitivity.

  • Able to review and analyse performance of portfolio of companies, support the IS/SIS with respect to performing annual or more periodic reviews.

CORE COMPETENCIES

Achieving Results and Problem Solving

  • Understands and delivers set work plan according to agreed timeline.

  • Notifies supervisor when a setback occurs in completing routine tasks.

  • Seeks supervisor’s guidance to properly identify and solve problems.

Personal Effectiveness

  • Manages own tasks and personal time well.

  • Prompt and reliable in completing tasks at hand; requires direct supervision.

  • Has a positive attitude towards change in work environment.

Collaboration and Teamwork

  • Collaborates with the department; is friendly and cooperative.

  • Offers assistance to others, when asked, to achieve departmental objectives.

  • Treats everyone with courtesy and respect.


Interested candidates are invited to submit their applications with a detailed curriculum vitae including nationality, present and expected salary, a recent photograph, a contact telephone number and an email address to Head of BPPMS at HRAdmin@cgif-abmi.org with the subject of the email listed as “Application for Assistant Investment Analyst” no later than 11 January 2019. 

Only shortlisted candidates will receive notification on the next stage of evaluation.

​For interested applicants, please email your CV's to:​

Nadyalene Nora-Gimenez |  HR Analyst | 02-683-1372​ |  hradmin@cgif-abmi.org

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Date Posted December 20, 2018

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SENIOR FINANCIAL ANALYST​​


Be part of LendUS – a global team ranked as one of the America’s Top Mortgage Lenders! 

LendUS is one of the largest independently owned mortgage lending companies in America. Created as a conglomeration of four long-established and powerful lending firms—RPM Mortgage, American Eagle Mortgage, Regency Mortgage and Mortgage Financial, we are the preferred partner for home buying and refinancing services. LendUS provides clients with smart advice and easy, quick & easy lending process to achieve their financial goals.

In the Philippines, LendUS employs staff in partnership with EMAPTA. ​

EMAPTA is an Australian-owned and managed offshore staffing solutions company committed to delivering world class standards and unparalleled flexibility and transparency to over 200 clients, including LendUS. The diverse range of industries covered by EMAPTA include accounting and financial services, transport, construction, media, nonprofit, telecommunications, IT, legal, advertising, medical, retail and industrial.​


Job Description

The high-level Senior Financial Analyst, to be hired by EMAPTA for LendUS, will (i) provide leadership and coordination of company financial planning, and budget management functions and (ii) ensure company accounting procedures and reporting conform to generally accepted accounting principles. The qualified candidate will join the LendUS team in Makati.


Responsibilities

  • Direct and coordinate planning and budget management functions.
  • Coordinate and work with division managers to develop short term and multiple year business plans.
  • Recommend benchmarks for measuring the financial and operating performance.
  • Monitor and analyze monthly operating results against budget.
  • Prepare all financial reports.
  • Manage the preparation of financial outlooks and financial forecasts.
  • Prepare financial analysis and ad-hoc schedules for recruiting purposes.
  • Assist in establishing short- and long-range departmental goals, objectives, policies and operating procedures.
  • Identify and monitor significant business trends and variances, including revenues, expenses, headcount, capital, balance sheet and cash flow items.
  • Proactively inform senior leadership of any observations and provide suggestions for improvement.
  • Assist in preparation of materials for Board of Directors and financial partners.


Requirements

  • Master’s Degree in Finance, Accounting or Business with strong financial modeling experience.

  • 8+ years’ experience in a fast-paced, entrepreneur FP&A environment with a minimum of 5 years in mortgage banking or related business experience.

  • CFA designation is highly preferred.

  • Knowledge of finance, accounting, budgeting and cost control principles including Generally Accepted Accounting Principles.

  • Strong ability to analyze financial data and prepare financial reports, statements and projections.

  • Exceptional working knowledge of short- and long-term budgeting and forecasting, rolling budgets, and product-line profitability analysis.

  • Strong knowledge of PowerPoint, Excel and Essbase.

  • Highly-advanced modeling skills.

  • Ability to think creatively, highly driven and self-motivated.

  • Willing to work on a night shift schedule following US business hours. 

Genuine Career Opportunity and Attractive Benefits


  • Above average industry standard compensation package.
  • Prime location (Makati) and access to top-of-the-line facilities and technologies.
  • 20 Leave credits consumed at your discretion with up to 5 days commutable to cash.
  • Access to training and opportunities for fast promotion.
  • Experienced unparalleled induction and training experience for new team members ensuring every opportunity is provided for success in the role.
  • Highly-structured and defined tasks.
  • Small Team Environment.
  • Exposure to world-class, high-level management from foreign direct superiors.
  • Employee engagement activities.
Maximize you potential, apply now!

​For interested applicants, please email your CV's to:​

Suzette Casidsid |  Recruitment Lead - Finance and Accounting | +63 998 965 9577 | +63 917 305 0918  |  suzette.casidsid@emapta.com​

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 Employers

Step-by-step Guide in Posting your Job Ad​​

  1. Read the Job Posting Guidelines 2017.pdf
  2. Download the Job Posting Request Form
  3. Fill-out the Job Posting Request Form and send a formal request to info@cfaphilippines.org.
  4. CFA Society Philippines to acknowledge receipt of your request and provide you with the billing statement.
  5. Upon receipt of the billing statement, payment options will be provided to you.