CFA Society Philippines

A Member of the CFA Institute Global Network of Societies



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Date Posted: April 26, 2018

Position: Research Officer (RO)

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 China, Japan, 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 Research Officer (RO) is a locally recruited national staff position who will be responsible for undertaking a range of research functions.  The selected candidate will be offered locally competitive salary and benefits package. 

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

  • Under the guidance of the CFO, develop the corporate bond market research of ASEAN+3 region and write the research papers;
  • Download and analyze the corporate bond market data from relevant websites, Bloomberg terminal and other data sources;
  • Maintain research data and files for easy monitoring and retrieval;
  • Update the corporate bond market data in a regular basis;
  • Monitor the news associated with corporate bonds, securitization, project finances in the target region of CGIF;
  • Be involved in other research works required by CFO;
  • Monitor the bonds available for investment under the investment guidelines of CGIF;
  • Provide quantitative analysis for investment and treasury strategies;
  • 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 with Chartered Financial Analyst (CFA) qualification or other finance related certificates.

Relevant Experience and Skills

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


  • Has adequate knowledge and diverse experience in treasury and finance
  • ​Has adequate ability to contribute to the development of research work including data handling and writing


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

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 Research Officer" no later than 12 May 2018.

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 | (+63) 683 1370 |


Date Posted: March 21, 2018

Position: 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: Associate for Private Clients Group (PCG)Product

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.