CFA Society Philippines

A Member of the CFA Institute Global Network of Societies



 Current offerings

Date Posted: July 18, 2017


Position: Treasury Officer​ (TO)

Credit Guarantee and Investment Facility (CGIF), a Trust Fund of the Asian Development Bank (ADB), was established by ten members of the Association of Southeast Asian Nations (ASEAN) plus China, Japan, Korea (ASEAN+3) and ADB.   CGIF is a key component of the Asian Bond Markets Initiative (ABMI) of ADB and the ASEAN+3 cooperation. CGIF has been established to promote economic development, and stability and resilience of financial markets. CGIF intends to draw regional savings towards long-term investments in local currency corporate bond markets. CGIF offers credit guarantees for local currency denominated bonds issued by investment grade companies in ASEAN+3 countries.

Job Description:

  • The Treasury Officer (TO) is a locally recruited national staff position who will be responsible for undertaking a range of investment and treasury functions. The selected candidate will be offered locally competitive salary and benefits package.


           The TO will report directly to the Chief Financial Officer (CFO) and will have, among others, the following responsibilities:​

  • Under the guidance of the CFO, manage CGIF's investible funds pursuant to and within the bounds of CGIF's Investment Guidelines;
  • Discuss with the CFO strategic investment direction along with market evolution;
  • Keep abreast of US dollar bond market, including individual bonds available for investments under the investment guidelines of CGIF, and report the summary to CFO in a regular basis.
  • Monitor and evaluate investment portfolio of CGIF;
  • Prepare monthly and quarterly treasury and liquidity reports;
  • Interact with Risk Management Team to ensure compliance with pre-set risk parameters;
  • Verify treasury data from ADB;
  • Assist CFO in downloading, filtering, or sometimes analyzing the data associated with bond market or macro economy when requested;
  • Perform other relevant duties that may be assigned based on business needs.


            Education Requirements

            ​A university degree in economics, finance or related fields; preferably at post-graduate level or its equivalent.

            Relevant Experience and Skills​

  • Suitability to undertake the responsibilities mentioned above at the required level;
  • Preferably with 10 years fixed income security related work experience in a financial market;
  • Good knowledge of fixed income market and risk parameters with strong analytical skills;
  • Experience in Bloomberg terminal for data finding and downloading;
  • Proficient with office suite software, particularly MS Excel, Word, and PowerPoint;
  • Good oral and written communication skills in English;
  • Good interpersonal skills.

  • Has adequate knowledge and diverse experience in treasury and investment
  • Has adequate ability to contribute to the development of treasury and investment work plan and strategies


            Achieving Results and Problem Solving

  • Plans and delivers own work plan according to set timeline to support desired outcomes of one's department
  • Appropriately derives and organizes the essence of the problem or risks to draw solid conclusions
  • Considers multiple sides of an issue and weighs consequences before proposing practical measures to address the problem

            Personal Effectiveness

  • Manages own work plan and is able to prioritize and meet deadline
  • Displays willingness to learn from others regardless of own skills and abilities
  • Understands and accepts the need to change the way things are done to improve services on continuous basis

            Collaboration and Teamwork

  • Cooperative and collaborates with the department to work towards departmental goals
  • Willingly provides assistance and support others to achieve team/departmental objectives
  • Treats everyone with courtesy and respect; is approachable and accommodating​

For interested applicants, please email your CV's to:​
Hou Hock Lim | Corporate Planner and Head of BPPMS |​ +632 683 1370 |​

Note:  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 with the subject of the email listed as "Application for Treasury Officer" no later than 10 August 2017.

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


Date Posted: June 21, 2017

AB Capital logo.jpg

Position: Fixed Income Analyst​​

AB Capital and Investment Corporation ("ABCIC"). ABCIC is a financial services institution that started out in 1980. ABCIC offers products and services such as financial advisory, debt & equity underwriting, mergers & acquisition services, trust products & services, fixed income and equities trading.

Job Description:

  • As a Fixed Income Analyst, you are responsible for analyzing trading strategies and generating investment ideas to be reported to the Trust Head, responsible for the recommendation of the daily trading of fixed income securities, maintains communication with Issuers/Arrangers/ Underwriters/Counterparties on upcoming issuances, disseminate information on upcoming issues to the Portfolio Officers and Marketing Assistants and coordinate with counterparties regarding submission of necessary requirements to avail of upcoming issuances.


  • Candidate must possess at least a Bachelor's degree in finance, accounting, economics, business management and other related courses.
  • Preferably 1-5 years of working experience in the related field
  • CFA candidates/holders are preferred but not required
  • Excellent communication and presentation skills
  • Required Language (s): English, Filipino
  • Proficient in MS Office applications (Word, Excel, Powerpoint)

For interested applicants, please email your CV's to:​
Jonna Llaguno | HR Head |​ 856-3923 |


​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 |




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.