CFA Society Philippines

A Member of the CFA Institute Global Network of Societies



 Current offerings

Date Posted: May 25, 2017


 Position: Business Development Analyst​​

Build your career with the most trusted online brokerage firm in the country.

Since 1999, COL has touched thousands of Filipinos here and around the world through its advocacy towards financial literacy. We’re also the only stockbrokerage firm listed in the PSE.

In joining COL Financial, you will become part of a dynamic team who values both excellence and continued learning. You will also be given access to an extensive knowledge on investor education.

In the years to come, COL remains fully committed to educate, equip and empower Philippine investors from all walks of like to help achieve their financial goals, secure their future and to live Richer Lives.​

Job Description:

  • Prepares industry and competitive research
  • Responsible for data analytics for Company’s current and potential businesses
  • Prepares necessary reports and presentations to management for strategic direction
  • Perform such other job-related duties as assigned.


  • Bachelor’s Degree in Management Engineering, Business Management, Commerce, Applied Mathematics, Financial Management or any related course
  • Excellent oral and written communication skills
  • Can handle multi-tasking with minimum supervision
  • Detail oriented, highly organized, and hard working
  • Fresh graduates are welcome to apply.
  • Can start as soon as possible

For interested applicants, please email your CV's to:​
Nina Canoy | HR Manager | (+632) 636 5411 |


Date Posted: May 25, 2017

Mabuhay Capital Logo.png

Position: Analyst

Mabuhay Capital ( is an independent financial advisory firm that specializes in middle market mergers & acquisitions, capital raising, and restructuring transactions. The firm is composed of international investment bankers who served as senior executives in global firms such as Credit Suisse, UBS, Deutsche Bank and Lehman Brothers. 
Mabuhay Capital is a generalist firm whose professionals have worked on virtually every industry. The firm's current pipeline includes deals in the power, mining, oil & gas, retail/consumer, distribution, healthcare, education, consumer finance, pharmaceutical, real estate, and agricultural sectors. Mabuhay Capital differentiates itself by being able to source proprietary deals in the middle market segment while at the same time successfully maintaining regular dialogues with (and getting deal flow from) all the large Philippine conglomerates. The firm maintains relationships with an exhaustive list of alternative investment managers covering virtually all asset classes. Mabuhay Capital is currently advising on deals worth more than US$1 billion in aggregate.

Job Description:

Candidates will be expected to:
  • Do extensive research on specific industries and private companies
  • Perform comprehensive valuation analyses on specific targets and comparable companies
  • Prepare info packs and other relevant presentation materials for marketing purposes
  • Conduct financial and operational due diligence on specific targets
  • Effectively present one's work and proactively engage members of senior management in relevant discussions about corporate finance and strategy

  • Business, finance, and economics graduates with a strong background in finance and accounting. Fresh graduates are encouraged to apply.

For interested applicants, please email your CV's to:​
Francisco Dumalaog | Assistant Vice President | (+632) 570-5021 |


Date Posted: May 24, 2017

First Resources Logo.jpg

Position: Senior Research Analyst

The First Resources Management & Securities Corporation is a one of the leading stockbrokerages under the Philippine Stock Exchange (PSE).   Registered with the Securities and Exchange Commission (SEC) on October 6, 1979, First Resources primarily engages in the purchasing and the selling of any and all kinds of shares (common or preferred), bonds, debentures, securities, products, commodities, gold bullions, monetary exchanges, and any and all other kinds of properties either in the Philippines or in any foreign country.  In addition, the company distributes securities issued by another or other persons, firms, corporations or associations, whether domestic or foreign.

In terms of value turnover, First Resources consistently ranks among the top 30 stockbrokerages under the PSE.​

To date, the company continuously strives to help maintain the integrity of the market by acting honestly and fairly in the interest of its clients and exercising high level of professionalism and ethical standards at all times. 

Job Description:
The Roles of the Research Analyst include, but are not limited to the following:

  • Write equity research reports on Philippine listed firms
  • Conducts regular research on stock market activities.
  • Conducts in depth research on company performance and projections and prepares related reports as may be required.
  • Prepares regular reports on stock market trends and stock recommendations.
  • Build financial/valuation models & financial forecast on listed companies;
  • Work alongside with other analysts in conducting industry analysis
  • Answer client queries in a timely manner
  • Willing to train/mentor subordinates if required   


                  • Bachelor's degree in Finance/ Economics/ Accounting/ Business Management/ Mathematics or other related course preferably with Master's Degree or CFA
                  • Proficient in MS Excel, Word and PowerPoint
                  • Excellent communication and presentation skills
                  • Experience in financial/valuation model building and financial forecasting
                  • Preferably with one (1) to two (2) year experience in stock brokerage business

                  Key Competencies:

                  • Fundamental and technical analysis skills
                  • Presentation skills
                  • Attention to detail
                  • Verbal and written communication skills
                  • Financial modeling and Forecasting, Company Valuation, Financial Analysis
                  • Interpersonal Skills
                  • Team Player
                  For interested applicants, please email your CV's to:​
                  Inah Villanueva | HR/Admin Officer | 848-6311 |


                  Date Posted: May 15, 2017


                  Position: Corporate Finance Associate

                  FTI Consulting, Inc. is a global business advisory firm dedicated to helping organizations protect and enhance enterprise value in an increasingly complex legal, regulatory and economic environment. With more than 3,800 employees located in 23 countries, FTI Consulting professionals work closely with clients to anticipate, illuminate and overcome complex business challenges in areas such as investigations, litigation, mergers and acquisitions, regulatory issues, reputation management and restructuring.

                  In Asia Pacific, FTI Consulting is the largest specialist business advisory firm, with a team of more than 300 professionals situated in 12 major business centers across the region.

                  Clients benefit from the firm's 20 years of extensive Asia Pacific experience, no matter how challenging or complex the assignment. Clients that require a sophisticated combination of financial, technical, business and industry experience rely on our experts to provide critical thinking at the critical time. 

                  Job Description:

                  • Very strong inclination to doing corporate finance work as opposed to accounting
                  • Strong project management skills and ability to execute projects on a timely manner with minimal supervision
                  • Strong analytic, strategic and presentation skills;
                  • Strong written and verbal communications skills;
                  • Recognized as a team player and leader;
                  • Good command of the English language; verbal and written skills in Mandarin or other foreign language is an advantage;
                  • Proficient in using Microsoft Office applications, especially Microsoft Excel
                  • Willing to travel locally and internationally on assignments​

                  • College graduate, CPA, with inclinations to be a CFA charterholder
                  • Minimum 1-2 years experience but fresh graduates are also welcome to apply
                  For interested applicants, please email your CV's to:​
                  Lulu Henson | HR director |​




                  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
                  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.