CFA Society Philippines

A Member of the CFA Institute Global Network of Societies

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Date Posted July 13, 2018

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CENTRAL BANKING COMMUNICATIONS ANALYST


Pluto Base Data Science is a central banking communications research agency. We produce analysis and commentary on global CB sentiment, macro data & their combined impact on asset prices. Pluto is a growing company that has ambitions to expand its research department within Asia. The company runs on close knit communications and has a strong dependency on integrated thinking.


​Job Description:

The Central bank communications researcher is a locally position who will be responsible for undertaking a range of research functions. The selected candidate will be offered a locally competitive salary and benefits package. 

  • The chosen candidate will work alongside the director and will have, among others, the following responsibilities:
  • Research monitor and report on communications from a selected basket of central banks
  • Research monitor and report on macro-economic data and its effects on Central bank sentiment and asset prices
  • Lead regular video presentations and work collaboratively with director who will also share researchers job role
  • Create a research management strategy and incorporate an effect channel of communication with the director

Requirements:

A university degree in economics, finance or related fields; preferably with Chartered Financial Analyst (CFA) qualification or other finance related certificates.

Relevant Experience and Skills

  • Suitability to undertake the responsibilities mentioned above at the required level;
  • Preferably with 2 years or more financial market research work experience;( recent grads with experience following central bank communications welcome to apply)
  • Good knowledge of Foreign exchange mechanisms, fixed income, risk parameters and strong analytical skills;
  • Experience with data sources for data finding and downloading relevant to the organisation
  • Strong understanding of macro - economics and its effect on central bank sentiment  
  • Experience analysis European and US economies (theoretical or practical) 
  • Proficient with office suite software, particularly MS Excel, Word, and PowerPoint;
  • Strong oral and written communication skills in English;
  • Good interpersonal skills.

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

Location: A co-working location of the candidates choice

Omar Garnette - Lewis |  Director | +44 7783 846627 | omarglewis@gmail.com

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Date Posted: July 10, 2018

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RESEARCH ASSISTANT​


​Terra Nova Capital Advisors Ltd. is a Dubai Financial Services Authority regulated company that advises the Evli Emerging Frontier Fund, which is part of The Evli Group, a $15bn AUM mutual fund management company based in Finland. The $140m AUM Emerging Frontier fund currently invests in equities in over 15 developing countries, has a  five-star Morningstar rating, and won the 2017 Lipper Fund Award for Best Fund Over 3 Years in the Equity Emerging Markets Global category. Prior to making any investments, the Terra Nova fund managers are required to meet with the company's management on site. The fund is managed by Harvard and Wharton MBA alums.

Information about the fund can be found by visiting www.terranovaca.com


​Job Description:

The Research Assistant will be working from home to help the fund managers with tasks such as:

  • Tracking earnings releases and news related to companies in the investment portfolio

  • Tracking macroeconomic news flow of the countries which we follow

  • Researching potential new investments and creating company profiles for meeting preparation

  • Gathering data to analyze and create statistical models

  • Searching for potential fundraising (“arranging”) targets

  • Other research projects

  • Travel planning

Terra Nova provides a flexible work environment, opportunity to develop investment analysis skills, and support for the CFA exams including sponsorship of exam fees and raises based on advancement throughout the program.

Requirements:

  • A bachelors degree from a top university

  • Preferably 1-3 years working experience
  • Fluent in written and spoken English, and strong communication skills
  • Ability to work independently and to be self-disciplined
  • Working proficiency in MS Word, Excel and Powerpoint
  • Candidates who successfully completed CFA Level I will have an added advantage​

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

Claudine Gayle Sabile |  Research Assistant | 0917 549 0745| claudine@terranovaca.com

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Date Posted: June 29, 2018

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Who we are. First Metro Securities has been dedicated in helping customers pursue their financial goals and make sound investment decisions for over 30 years. Our customers can choose from a wide range of products to diversify their portfolio - from stocks listed on the Philippine Stock Exchange to mutual funds offered by the biggest fund houses in the Philippines. Today, we are one of the biggest and fastest growing local online stockbrokerage houses in the country known for secure, fast and reliable online and mobile trading platforms. We are ranked 9th out of the 132 active trading participants in the Philippine Stock Exchange in 2017. We were also given many accolades over the years. Most recently, we were awarded FinanceAsia's 2017 and 2018 Philippines Best Broker due to our share sales to investors, world-class research support, and innovative trading platforms. Our research team has likewise received global recognition and bagged six awards in 2017 from Asiamoney Brokers Poll for our domestic research coverage. Moreover, or research capabilities are made stronger by our partnership with DBS Vickers Securities which allows us to provide best in class research coverage across asset classes in the region. First Metro Securities is a wholly owned subsidiary of First Metro Investment Corporation and a proud member of the Metrobank Group of Companies. 


(1)​ INSTITUTIONAL ​DEALER​

​Job Description:

Generate revenues by servicing Institutional Clients who wish to purchase or sell equities listed in the Philippine Stock Exchange (PSE) or other Financial Instruments distributed by the Corporation. 

Responsibilities: 
  • Execute and/or manage buy or sell orders for institutional investors 
  • Undertake end-of-day confirmation 
  • Update clients and team on Market sentiment and specific news on stocks and various issues. 
  • Working with other colleagues to resolve Institutional Clients' inquiries and other business requirements. 
  • Closely monitor all market trends, analyze, and respond to developing opportunities and threats that may affect the business. 
  • Represent the company and actively participate in local organizations (i.e. PSE, SCCP, Brokers, Industry Associations and listed Firms), industry and client conferences, seminars, and trade events, in order to foster goodwill, generate top of mind awareness, remain updated on industry news and respond quickly to industry developments.
  • Keeps abreast of current events, including political, economic and listed company developments that may have an impact on the investment opportunities and risks of Institutional Clients. 
  • Assist team in Account Opening process with Institutional Clients and coordinate with back office for daily order summary. 
  • Provide other concerned Units with accurate and complete information regarding customer requests and complaints to ensure that customer concerns are addressed effectively. 

Requirements:

  • EDUCATION: Candidate must possess at least a Bachelor's Degree in Economics, Finance/Accountancy/Banking, Business Studies/Management Commerce or equivalent. 
  • EXPERIENCE: 1-3 years of experience in Trading 
  • SKILLS / LICENSURE: Good Arithmetic/Computational reasoning, deductive and inductive reasoning; CFA/RFP and SEC (CSR) License, highly preferred; 
  • KNOWLEDGE: Must have sound knowledge of Capital Markets (i.e debt and equity market both local and global), must develop expertise in interpreting implications for investment decisions. Must have good comprehension of financial accounts, Economies and Politics. 

(2)​ INSTITUTIONAL SALES OFFICER


Job Description:
Generate revenues by acquiring and servicing Institutional Clients who wish to purchase or sell equities listed in the Philippine Stock Exchange (PSE) or other Financial Instruments distributed by the Corporation. 

Responsibilities: 

  • Expand Company's Institutional Client base, volume and revenue 
  • Manage relationships with existing institutional clients and VIPs, concentrating on significant commission generating accounts. 
  • Meet with Clients and update them on market sentiment and specific news on stocks and various issue. 
  • Closely monitor all market trends, analyze and respond to developing opportunities and threats that may affect the business. 
  • Represent the company and actively participate in local organizations (i.e. PSE, SCCP, Brokers, Industry Associations and listed Firms), industry and client conferences, seminars, and trade events, in order to foster goodwill, generate top of mind awareness, remain updated on industry news and respond quickly to industry developments. 
  • Prepare and deliver presentations, proposals, product demos and other sales activities. 
  • Keeps abreast of current events, including political, economic and listed company developments that may have an impact on the investment opportunities and risks of Institutional Clients. 
  • Provide other concerned Units with accurate and complete information regarding customer requests and complaints to ensure that customer concerns are addressed effectively. 

Requirements:

  • EDUCATION: Candidate must possess at least a Bachelor's Degree in Economics, Finance/Accountancy/Banking, Business Studies/Management Commerce or equivalent. 
  • EXPERIENCE: 2-4 years of experience in Sales from a Universal or Commercial Bank or Stockbrokerage Company. 
  • SKILLS / LICENSURE: Proficient in Financial Analysis, Economics and Quantitative Analysis; Good evaluative/inferential reasoning. 
  • KNOWLEDGE: Must have expert knowledge of Capital Markets (i.e debt and equity market both local and global), Economics and Politics.


(3)​ MARKET MAKER

Job Description:

To perform the market making functions and obligations of the company as a registered Exchange Traded Fund - ETF Market Maker.

Responsibilities: 

  • Earn revenues for the company while maintaining liquidity of instruments within the market making responsibility through the posting of bid and ask orders throughout the trading day. Instruments include the Exchange Traded Funds that the company is a market maker of. 
  • Comply with all PSE, SEC and other rules and regulations related to market making transactions. 
  • Prepare records and documentary requirements as needed. 
  • Review financial periodicals, stock and bond reports, business publications, or other material to identify potential investments and to keep abreast of trends affecting market conditions. 
  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. 
  • Prepare reports to monitor market-making functions. 
  • Analyze market conditions to determine optimum times to execute securities transactions.
​Requirements:

  • EDUCATION: Candidate must possess at least a Bachelor's Degree in Economics, Finance/Accountancy/Banking, Business Studies/Management Commerce or equivalent. 
  • EXPERIENCE: 2-6 years of experience in Stock Trading and Equity Research 
  • SKILLS / LICENSURE: Good Arithmetic/Computational reasoning, deductive and inductive reasoning; Basic Programming is an advantage; CFA/RFP and SEC (CSR) License, highly preferred; 
  • KNOWLEDGE: Must have sound knowledge of Capital Markets (i.e debt and equity market both local and global), Technical Analysis, must be good in Economics and quantitative.


(4)​ BUSINESS DEVELOPMENT OFFICER

J​ob Description:

Generate revenues by acquiring and servicing Clients within his assigned area, who wish to invest in equities listed in the Philippine Stock Exchange (PSE) or in other products distributed by the Corporation. 

Responsibilities: 

  • Increase sales by expanding the company's online and institutional customer base. 
  • Service the needs of existing customers conscientiously and diligently. 
  • Prepare and deliver presentations, proposals, product demos and do other sales activities. 
  • Prepare special reports requested by the customer. 
  • Know and promote actively the GT Capital Holdings, Inc. group products and services to appropriate customers. 
  • Provide other concerned Units with accurate and complete information regarding customer requests and complaints to ensure that customer concerns are addressed effectively. 
  • Participate actively in local organizations and build a network with industry participants, in order to foster goodwill, generate top of mind awareness, remain updated on industry news and respond quickly to developments. 
  • Comply with internal and external policies and regulations.
  • The role would require travel within and outside the Philippines.
​Requirements:
  • EDUCATION: Candidate must possess at least a Bachelor's Degree preferably in Business or Economics. 

  • EXPERIENCE: 4-8 years of experience in the Capital Markets 

  • SKILLS / LICENSURE: Must have strong interpersonal skills; CFA/RFP and SEC (CSR) License, preferred; 

  • KNOWLEDGE: Must have sound knowledge of Capital Markets (i.e debt and equity market both local and global), must develop expertise in interpreting Economic, Political, Market and Business information for Investment decisions. ​


    (5)​ PRIVATE WEALTH OFFICER

Job Des​cription:

​​​​Responsible for providing exceptional service to the company's most valued customers.

​​Responsibilities: 

  • Provides advice, counsel, and exceptional customer service to meet the financial needs of assigned clients. 
  • Supports standards for managing account in a manner that ensures compliance with relevant regulations, policies and procedures. 
  • Shared responsibility for soliciting, developing, managing, and retaining client relationships for the company. 
  • Closely monitor all market trends, analyze, and respond to developing opportunities and threats. 
  • Represent the company by actively participating in industry and client conferences, seminars, and trade events. 
  • Know and promote actively the GT Capital Holdings, Inc. group products and services to appropriate customers. 
  • Participate actively in local organizations (ie PSE, SCCP, Brokers, Industry Associations and listed firms) and networks with industry participants in order to foster goodwill, generate top of mind awareness, remain updated on industry news and respond quickly to industry developments.
Requirements:
  • EDUCATION: Candidate must possess at least a Bachelor's Degree in Economics, Finance/Accountancy/Banking, Business Studies/Management Commerce or equivalent. 
  • ​EXPERIENCE: 3-5 years of experience in Sales and Relationship Management from a Universal or Commercial Bank or Stockbrokerage Company. 
  • Skill/Licensure Required: Excellent interpersonal relationship skills; CFA/RFP and SEC License, preferred; 
  • KNOWLEDGE: Must have expert knowledge of Capital Markets (i.e debt and equity market both local and global) ​

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

Lois Janine P. Cruz |  Human Resources | (+632) 859 0667 | lcruz@firstmetrosec.com.ph

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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.