CFA Society Philippines

A Member of the CFA Institute Global Network of Societies



 Current offerings

Date Posted: September 05, 2017

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Po​sition: ​Investment Analyst

Investment Advisor to family offices and investment partnerships in the private and listed equity spaces

Job Description:

  • The analyst will provide research support, monitor investments and identify opportunities for the investment manager.


  • College degree with honors;  CFA or MBA preferred but not required​​​

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

Vanessa Dugenia | Executive Assistant to the Managing Partner |​ 887-1946 |


Date Posted: August 30, 2017


Po​sition: ​Investment Banking Analyst

Amalgamated Investment Bancorporation ("AIB") is a boutique investment house, incorporated in 1997 by a consortium of Singaporean and Filipino bankers. AIB offers Investment Banking (IB) and Treasury services. The IB team provides various financial services such as advisory, M&A and private equity deals.

Job Description:

The Investment Banking and Capital Markets Group handles the origination, deal structuring and deal execution of investment banking deals, and provides advisory services including, but not limited to, corporate reorganizations, and financial restructuring.

The Analyst is expected to perform the following tasks:

(1)     Extensive market research and analysis

(2)     Deal management from origination to execution

         a. Direct coordination with client and/or potential funders/investors

         b. Financial statement analysis and financial modeling

         c. Preparation of materials that will be presented to clients and funders/investors

(3)     Strategic business development


(1)     Be a graduate of Business Management, Finance, Economics or any related fields, preferably with basic knowledge of Corporate Finance, Financial Modeling and Financial Accounting

(2)     Proficiency in Microsoft Office (Excel, Word and PowerPoint)

(3)     Strong quantitative and analytical skills

(4)     Superior attention to detail

(5)     Excellent verbal and written communication skills

(6)     Has the ability to take initiative and work independently, while being an effective team player

(7)     Excellent time management skills

(8)     Maintain high standards of professional and ethical conduct​

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

Mary Frances Badilla | Senior Associate, Investment Banking |​ +63 2 5884242 |


Date Posted: August 11, 2017

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Po​sition: ​Investor Relations Specialist

Metro Pacific Investments Corporation (PSE:MPI) is a Philippine-based, publicly listed investment and management company. It is the leading infrastructure holding company in the Philippines. MPIC's intention is to maintain and continue to develop a diverse set of infrastructure assets through its investments in water utilities, toll roads, electricity distribution, hospital operations, light rail and logistics. MPIC is therefore committed to investing through acquisitions and strategic partnerships in prime infrastructure assets with the potential to provide synergies with its existing operations.​

Job Description:

The role will be responsible for various Investor Relations tasks and will provide assistance to the IR team in investor meetings / conferences; preparation of financial presentations / analyses / reports; and performance of other administrative functions.

1)       Prepare Weekly/Semi-Annual/Full Year Investor Relations Update on the share price performance of MPIC and its listed subsidiaries with focus on the following:

a.       Buyers and sellers

b.       Relative performance to comparables (i.e., other conglomerates and/or PHISIX)

c.       Issues raised in meetings and/or informal discussions with investors, research analysts and brokers

d.       Shareholder analysis

e.       Other important information that may impact share price

2)       Prepare Quarterly Financial Results Briefing Presentations for analysts and investors. 

a.        Coordinate with the Finance Team in ensuring accuracy of numbers and other pertinent data

b.       Prepare in-depth analysis of the drivers of significant movements in the financial statements year over year and quarter over quarter

c.        Update status of projects and key priorities of each portfolio company

3)       Assist in the preparation of the Investor Relations presentations and other IR memos on significant events and transactions

4)       Ensure that the MPIC website is kept up-to-date with relevant information

a)       Financial information – tables, charts, downloadable financial statements

b)       Updates on status of projects, calendar of events, ownership levels etc.

c)       Ensure real-time update of required disclosures and filings

5)       Assist in the preparation of the MPIC annual report

6)       Support the IR team in meetings with prospective/current investors; research analysts

a)       Take down notes of all the questions asked

b)       Summarize top key questions asked / issues raised for each portfolio company

7)       Cross-train on Valuation / Financial models

a)       Maintain / improve / create financial models for hospitals

b)       Understand financial models of other businesses

8)       Assist in various IR administrative functions

a)       Process request for payments of IR expenses

b)       Travel arrangement and logistics for IR conferences and roadshow​


  • College degree in Finance, Accounting, Economics, Business – any course that provides a strong foundation in finance
  • CPA is preferred
  • Prior work experience in finance, accounting, corporate planning, investor relations is an advantage but not required
  • Ability to understand and analyze financial statements is key
  • Good Presentation and Communication Skills

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

​Rossan Anicia Joson | Sr. HR Specialist (02) 888 0888 |




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.