CFA Society Philippines

A Member of the CFA Institute Global Network of Societies

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Date Posted May 02, 2019

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FINANCIAL ANALYST

PACIFIC NORTHSTAR,INCORPORATED (PNI) specializes in offering growing middle-market companies a select range of investment banking and financial advisory services.   PNIhas particular  expertise  in financial advisory services relating to mergers and acquisitions,joint venture  arrangements,capital-raising activities such as IPOs, project promotion for start-up and mezzanine companies,and fund management.

To further lend flexibility in designing financial structures, PNI in some instances, provides  for  seed, start-up and mezzanine capital financing either as principal or as part of an investor group through its venture capital vehicle PROJECT QuEST  CORPORATION  (PQC).   PQC's investment themes are to invest in a) businesses that

leverage off the Philippines skilled manpower  pool; and b) businesses that  cater to the emerging middle class.

In addition,PQC's investment philosophy is to hold a strategic minority interest where it can actively participate at the  board  level and in some instances provide  financial  oversight  and executive positions  to its investee companies.

Through PQC,PNI has invested in businesses in multiple stages of development.    In recent years, PQC has  invested   in  Philippine-based  business  process  outsourcing (BPO) companies  with   growing  offshore capabilities. Currently, it holds  significant  interests   in   Pointwest  Technologies, a  software  development company  serving US clients; BPO International,a leading finance  & accounting outsourcer servicing blue chip multinational companies; and Phoenix One Solutions,Inc. a training institute that focuses on the requirements of the Philippines $11 billion (as of 2011) outsourcing sector.   In addition, PQC, together with related  investors invested in Sun Savings Bank,Inc.,a thrift bank located in Cebu. The investment thesis is to build up a consumer banking franchise initially in the Visayas region and eventually  expanding nationwide by utilizing technology to reach its customers complemented by selective expansion of its branch network.​


Job Description

Pacific Northstar offers  the  successful candidate  for  financial  analyst  a chance to work  closely  with  senior finance and banking executives in order to source, evaluate, and invest in various entrepreneurial opportunti ies as well  as work  on various financial advisory projects.   We are a flat organization, which enables even junior members  of the organization  to work  with  the most senior members.  In this way, the successful candidate is able to gain exposure and learn from senior and experienced financial executives.   We are an entrepreneurial organization  that  gives  our  analyst  broad  exposure  to  different  businesses and  the  different  facets  of establishing  and managing businesses.  In the past,analysts  who have joined the firm have gone on to become successful candidates to prestigious graduate business schools locally and abroad as well as going on to further pursue successful business careers.​

1. Undertake research on the economy or on various businesses and industries to support senior management in making investment decisions

2. Manage existing equities portfolio

3. Assist in monitoring and performing periodic valuation of existing private investments

4. Assist senior managers in evaluating potential new investments by performing research and building financialmodels​

5. Assist in putting together presentations for fund investors and financial advisory clients​


Requirements

1. Graduate of business-related course

2. 2-5 years' experience working as an analyst or researcher

3. Ability  to communicate well,both verbally and in writing

4. Ability  to use common business software- Word,Excel and Power Point​

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

Rebecca S. Zosa ​ | Executive Secretary​ | (02) 843 3211|  pni0695@gmail.com

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Date Posted April 02, 2019





ASSISTANT INVESTMENT ANALYST (AIA)

OUR COMPANY​

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. ​


Requirements

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 28 April 2019. 

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

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

Hou Hock Lim ​ | Corporate Planner and Head of BPPMS​ | 02-683-1372​ HRadmin@cgif-abmi.org​

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Sponsored Post
AQR.jpg

​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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 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.