CFA Society Philippines

A Member of the CFA Institute Global Network of Societies



 Current offerings

Date Posted: February 01, 2018

Po​sition: Equity Analyst

RCBC Securities is the stockbrokerage unit of RCBC Capital Corp., in turn a 100% owned subsidiary of Rizal Commercial Banking Corp. It is one of the industry's highest-capitalized stockbrokerage companies and consistently ranks among t​he top 25 in terms of peso turnover.​

Job Description

  • Assists the Head of Research in producing stock market research products and services for RCBC Securities clients. 


  • One to two years' experience as an equities analyst or in the creation of financial forecast models and/or in equity valuation and/or has passed at least the CFA Level 2 exam.
  • A graduate of a business or economics course, belonging to the top 10% of her/his graduating class.
  • Interested in stock market investing, finance and economics and comfortable with accounting and mathematics.
  • Articulate and willing to learn. The applicant must be able to express, assert and defend his/her opinion, but he/she must also be open to listening to the views of others.
  • The candidate must be adept at English business writing.
  • The candidate must be willing to start work early and work longer than 8 hours every day.
  • The candidate must be confident and persuasive when presenting to a large audience.

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

Raul Ruiz | First Vice President and Head of Research |


Date Posted: January 26, 2018

Po​sition: Senior Investment Officer

Asian Development Bank (ADB) is an international development finance institution headquartered in Manila, Philippines and is composed of 67 members, 48 of which are from the Asia and Pacific region. ADB's mission is to reduce poverty and promote sustainable economic growth in the region.  ADB's main instruments for helping its developing member countries are policy dialogue, loans, equity investments, guarantees, grants, and technical assistance.

The position is assigned in the Private Sector Investment Funds & Special Initiatives Division (PSIS) within the Private Sector Operations Department (PSOD).  PSIS makes private equity (PE) fund and direct equity investments across a broad range of sectors in Asia including infrastructure, climate change related, financial services and education and health.

PSOD provides investment capital to private sector entrepreneurs, corporates and project sponsors, as well as financial intermediaries, such as banks, throughout developing Asia. We catalyze, structure, and fund investments in privately held and state-sponsored companies across a wide range of industry sectors. Our emphasis is on commercially viable transactions that generate financial returns while also delivering on ADB's organization-wide mission to promote environmentally sustainable and inclusive economic growth. PSOD is looking for exceptional project and corporate financiers or developers able to identify, structure and close innovative, developmentally and financially robust debt, equity and guarantee transactions. To learn more about PSOD, watch our video on "Working with ADB on Private Sector Financing".

To view ADB Organizational Chart, please click here.​

Job Description

As a member of the PSIS team, the senior investment officer is expected to help evaluate and execute up to ADB Board approval and financial closing of commercially-oriented private equity investment opportunities (both fund and direct co-investments originated by investee funds) that contribute to ADB's developmental directions for the private sector and the overall goal of reducing poverty. The senior investment officer will also be responsible for administering and monitoring PSIS' allocated portfolio of funds, including performing annual or periodic reviews, processing disbursements, and monitoring fund financial performance and divestitures.

The incumbent will report to the PSIS Director and/or designated PSIS international staff and will supervise administrative staff (i.e. analysts).​

  • Project Processing- staff will 1.) assist in the identification of investment opportunities to be considered by PSIS, including conducting industry and market research to learn of fund management teams in Asia that align with ADB's PE investment strategy and mandate for the private sector; 2.) assist in analyzing potential fund investment opportunities by evaluating the fund manager's track record, investment strategy, value-add, and investment team; 3.) develop financial valuation models and sensitivity analyses and make necessary recommendations; 4.) participate as a team member in due diligence missions and provide technical support and recommendations to Team Leaders in negotiating, structuring and completing fund documentation; 5.) engage with the Office of Risk Management and the Safeguards Specialists to address credit-related and other issues in respect of transactions under processing; 6.) assist in the identification and execution of co-investment transactions that support ADB's mission, strategies and policies; 7.) oversee the documentation and maintenance of comprehensive files related to transactions under processing.
  • Credit monitoring – staff will 1) Conduct analysis of client financial data, problems and remedial actions, and perform valuation analysis of equity investments based on standard financial models; 2) Work with dealing officers to inform relevant staff of warning signals or potential problems in transactions and design and coordinate remedial action; 3) Participate in missions for due diligence related to monitoring of projects.
  •  Project monitoring - for assigned projects 1) ensure adherence by clients to their obligations for submission to ADB of periodic reports on time and accurately, and make follow-ups; 2.) communicate with clients in case of covenant breaches or unexpected developments in a transaction; 3.) work with clients to design remedial measures (waivers, demand letters, others) and implement them jointly with other ADB departments (ORM, OGC, TD, others); 4.) monitor the development effectiveness parameters and environmental and social management system (ESMS) compliance of transactions for compilation in PSOD's Development Effectiveness Report.
  • Disbursements - staff will 1) process disbursement requests, review withdrawal applications, verify compliance with disbursement conditions/loan covenants, follow up on submission of required documents and review their completeness/validity, prepare correspondence, and re-estimate project costs and ADB's share of financing commitments; 2) Lead and supervise the development of disbursement projections, actual disbursements, and tracking of shortfalls and identify the underlying causes of such shortfalls.
  • Database maintenance – staff will 1) supervise completeness of database of legal documentation, financing and security documents and project contracts for new project approvals; 2) supervise creation and maintenance of project related databases, tracking portfolio size, composition, and other characteristics, for management information; 3.) Supervise maintenance of databases of transaction covenants and other transaction related deadlines and milestones and supervise junior staff for their correct application.
  •  Project Annual Reviews and Project Completion Reports – staff will 1) perform desk review, collect data, assess financial and developmental performance of projects, conduct interviews and participate in missions to evaluate projects for extended annual review reports (XARR); and 2) prepare XARRs jointly with PSOD staff or consultants.
  • Administrative and Planning Support -  staff will 1) Contribute to the development of policy and strategies for ADB's developmental goals for the private sector in consultation with relevant stakeholders; 2) Work with division team to help achieve ADB's PE fund business goals and objectives; 3.) Perform other tasks as assigned and reflected in the incumbent's workplan.​


  • Bachelor's degree in Finance and/or Accounting, preferably with Master's degree of equivalent
  • At least 12 years of relevant experience, preferably in project finance or corporate finance, and at least years of supervisory experience
  • Demonstrates knowledge and understanding of multilateral finance institutions' standard operational processes and procedures
  • Proven ability to undertake research and analysis on difficult but well-defined tasks, collect and organize required data and information, apply appropriate computer skills in organizing and analyzing the data; and prepare notes, papers and sections of reports
  • Experienced in building financial models for valuations and financial returns analysis
  • Good analytical thinking with ability to comprehend causal links, make pros and cons analysis, and analyze factors to reach a decision
  • Effective report-writing and communication skills in English
  • Able to guide Administrative Staff (AS) to facilitate work planning, delivery and quality review
  • Able to work collaboratively with teams as a constructive team member
  • Highly motivated and with strong work ethic
  • Excellent oral and written communication skills in English
  • Please refer to the link for ADB Competency Framework for National Staff Levels 1 – 4​

General Considerations

The selected candidate is appointed for an initial term of three (3) years.

ADB offers competitive remuneration at the range between PHP 1,786,100 and 3,215,000 per year for this vacancy and a comprehensive benefits package. Actual appointment salary will be based on ADB's standards and computation, taking into account the selected individual's qualifications and experience.

ADB only hires nationals of its 67 member countries.

ADB seeks to ensure that everyone is treated with respect and given equal opportunities to work in an inclusive environment. ADB encourages all qualified candidates who are nationals of ADB member countries to apply regardless of their racial, ethnic, religious and cultural background, gender, sexual orientation or disabilities. Women are highly encouraged to apply

Please note that the actual level and salary will be based on qualifications of the selected candidate.​

Deadline for application is 7 February 2018.

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

Applications are received through the ADB Career and Employment System (ACES). ​Please submit your application through this link:


Date Posted: January 17, 2018

Po​sition: Research Analyst

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

Since 1999, COL Financial has touched the lives of thousands of Filipinos locally and abroad through its advocacy in financial literacy. In joining COL, you will become a part of a dynamic company that values excellence, continued learning and has a strong commitment to its customers. You will also gain extensive access to knowledge on investor education.

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

Job Description

  • Engages in brainstorming activities with the research team to come up with market strategies based on research information needed by clients in making their investment decisions
  • Gathers information from various sources (such as conference calls, attends company briefings, reading and browsing economic news and company reports, etc.) of companies being covered.
  • Submits written report on updates for the companies being covered.
  • Provides timely and sound advice/recommendations to clients based on the generated research reports.
  • 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 from a top college/ university
  • Excellent oral and written communication skills
  • Can handle multi-tasking with minimum supervision
  • Detail oriented, highly organized, and hard working
  • Experience in Banking/ Financial Services is an advantage.  Fresh graduates are welcome to apply.
  • Can start as soon as possible

 Po​sition:Product Associate for Private Clients Group (PCG)

Job Description

  • Assists in gathering, updating and maintaining research data
  • Updates and maintains relevant department systems
  • Follows, summarizes and interprets key indicators
  • Analyzes market trends and gives insight to potential tradeable ideas
  • In charge of database management
  • Assists in writing reports on general market/ company specific
  • Assists in preparing presentations for sales team, client briefings and meetings
  • Conducts company visits with research/ product head and sets up meetings with corporate contacts


  • Bachelor's Degree in finance, economics, marketing, business management, communications and other related courses.
  • At least 2-3 years work experience in a banking/ financial services related company is preferred
  • Preferably has some knowledge/ interest in the stock market
  • Good writing and presentation skills is a must
  • Proficient in MS Office applications (Word, Excel, Power point)
  • Hard working, goal orientation and a team player.

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

Nina Canoy |  HR Manager | (+63) 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.