CFA Society Philippines

A Member of the CFA Institute Global Network of Societies

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 Current offerings

Date Poste​d July 18, 2​019

 

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​​​​EQUITY RESEARCH ANA​LYST
RCBC Securities is the stockbrokerage unit of RCBC Capital Corp., in turn a 100% owned subsidiary of Rizal Commercial Banking Corp. with stockholders' equity of Php482mn as of end-2016, it is one of the industry's highest-capitalized stockbrokerage companies and consistently ranks among the top 25 in terms of pero turnover.

Job Description

Assists the Head of Research in producing stock market research products and services for RCBC Securities' sales team and clients. The analyst will specialize in specific industries and will cover companies listed in the Philippine Stock Exchange that belong to those industries.

Requirements

A recent graduate of a business or economics course, belonging to the top 10% of her/his graduating class. 

Interested in stock market investing and finance, knowledgeable about economics and accounting principles and comfortable with mathematics. Although work experience in finance is not necessary, the candidate should be able to show past and present interest in the stock market with college units in finance and in investment-related courses, internship in the finance/stockbrokerage industry, training in investment seminars, CFA examination, and/or actual stock investments.

The candidate must have excellent English business writing and oral communication skills.

The candidate should possess excellent PR skills.

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

Raul Ruiz ​ | First Vice President and Head of Research​ | rpruiz@rcbc.com​_________________________________________________________________________________________________________________________________________________________​​​​​​​​

Date Posted July 10, 2019

 

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M&A RESEARCH SPEACIALIST (MERGERS AND ACQUISITION)

Institutional Shareholder Services Inc. (ISS) is the world’s leading provider of corporate governance and responsible investment (RI) solutions for asset owners, asset managers, hedge funds, and asset service providers. ISS’ solutions include: objective governance research and recommendations; RI data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management; and reliable global governance data and modeling tools.

Institutional clients turn to ISS to apply their corporate governance views, identify environmental, social and governance risk, and manage their complete proxy voting needs on a global basis.

ISS is a global company with more than 1,800 employees spread across 30 offices in 13 countries. 

ISS covers approximately 44,000 meetings in 115 countries yearly, delivering proxy research and vote recommendations while working closely with clients to execute more than 10.2 million ballots representing 4.2 trillion shares. ISS’ RI research covers more than 20,000 companies across the globe. Our flexible coverage universe expands correspondingly with our clients’ holdings.

​​ISS analysts have unique expertise and insight on the governance and RI landscape, local market voting practices and regulatory requirements, along with expertise in varied fields such as law, M&A, ​


Job Description

ISS is seeking a Research Vice President to join our Corporate Governance team as a senior corporate governance analyst with a specialized focus on M&A transactions and related issues based in Manila. 

Responsibilities

  • Complete basic and advanced analytical governance research of particular annual and special shareholder meetings, managing workload to maintain timeliness of client SLA deliverables

  • Distill financial and corporate governance information and issue proxy vote recommendations based on ISS' US market specific policy guidelines

  • Contribute to providing answers to internal/external client/issuer queries on M&A issues and research reports and/or voting recommendations and be able to discuss corporate governance principles, M&A related transactions and policy issues as required

  • Complete/contribute to market specific or client requested reports and/or policy related projects

  • Participate in team projects and conduct research to assist in policy formulation and support and educate internal analysts on M&A issues

  • Maintain reference documents and data on M&A transactions in the US

  • Identify opportunities to enhance the department's service offering

  • Demonstrate well-developed understanding of shareholder/corporate governance issues including US M&A environment, gathered through fundamental research and contact with company executives and/or institutional investors

  • Monitor and assess the compliance of regional SAS-70 audits as implemented by regional team leadership

  • Work with Corporate Technology to develop, enhance and test current and new applications that will benefit our clients, the research offering, and the company as a whole

  • Identify process improvement opportunities and help formulate standards for analysis of M&A transactions in the US

  • Contribute to working committees and/or projects

  • Review other analysts’ research related work

Requirements

  • Bachelor´s degree in Finance, Economics, Business and a minimum of 7 years of full-time employment experience in financial analysis or 10 years of experience in corporate governance/investment analysis and research with a focus on M&A

  • Demonstrated understanding or competency in corporate governance issues, corporate transactions and capital markets, corporate law, and/or securities regulation

  • Strong time management skills

  • Ability to work effectively with clients, colleagues at various staff and management levels across staff and function lines

  • Excellent writing and research abilities; proofreading skills and attention to detail; and well-developed communication skills, both oral and written

  • Good understanding of business technology; experience working with technology in an operational context strongly desired

  • Strong computer literacy with previous experience and excellent knowledge of MS Office and proficiency in use of Bloomberg. Knowledge of SQL a plus.

  • Possess and exhibit enthusiasm and innovation

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

Marthy Kate Cruz ​ | Recruitment Analyst |  0999-994-9522 ​| marthykate.cruz@issgovernance.com ​

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Sponsored Post

Date Posted June 18, 2019

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RESEARCH ANALYST

AP Securities, Inc. is one of the top local brokerage firms in the Philippines. The company offers innovative and competent services from its highly-experienced Institutional and Retail sales team, complemented by insights from Research. Established in 1989, AP Securities aims to continue providing reliable and valuable services to clients seeking the best investment solutions. ​

Job Description

  • Conduct thorough research by gathering pertinent data (i.e. financial statements, price and news development) on target industries and companies;

  • Develop and maintain detailed financial models to estimate earnings performance and facilitate recommendations;

  • Communicate opinion through written report and oral presentation to clients and sales team.

Requirements

  • Candidate must possess at least a Bachelor’s / College Degree in Finance/Accountancy/Banking, Economics, or equivalent.
  • Candidates must have outstanding written and oral communication skills.
  • Candidates must have the ability to take initiative and meet deadlines under minimum supervision.
  • Strong proficiency in MS Word, Excel, and Powerpoint is required. Proficiency in using Bloomberg is also an asset. 
  • Preferably candidates with at least one (1) year of related experience but fresh graduates are also welcome to apply.
  • 2 Full-time position(s) available.​

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

Rachelle Cruz ​ | Head, Research | 848-2915 LOC 146 / 09176249465 rachcruz@aps.com.ph / research@aps.com.ph

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Sponsored Post
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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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 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.