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Job Openings

Date posted: October 22, 2024


HEAD, MULTI-ASSET INVESTMENTS DEPARTMENT

Established in 1962, the Metropolitan Bank & Trust Company has become the premier universal bank and among the foremost financial institutions in the Philippines. With a history spanning more than 60 years, it aims to deliver meaningful banking to Filipinos everywhere. It boasts a diverse product portfolio including investment banking, thrift banking, leasing and financing, bancassurance, and credit cards. It offers a full range of services to large local and multinational corporations, middle-market and SMEs, high net-worth individuals and retail segment. By creating and customizing financial solutions in response to our stakeholder’s needs, continuously expanding our scope of reach, and leading in community service, we live up to our “You’re in Good Hands” promise that embodies who we are and what we do. We are Metrobank.

JOB DESCRIPTION:
  • Leads a team of Portfolio Managers responsible for accounts with multiple asset classes, both local and foreign currency
  • Develops rational and measurable asset allocation strategies, which are regularly reviewed and recalibrated
  • Continuously monitors developments in local and global markets for strategic and tactical moves, and provides insights to internal and external customers of Trust Banking
  • Evaluates and proposes new investment outlets across asset classes that would be suitable to meet objectives of managed portfolios
  • Ensures compliance of investment activities with customer parameters, regulatory requirements and internal policies
  • Ensures delivery of timely and accurate fund performance reviews to customers in coordination with Account Management

REQUIREMENTS:
  • Bachelor’s Degree in Accounting, Finance, Economics or related areas
  • With at least 7 to 10 years of relevant work experience in investment management, treasury or other relevant functions in financial markets
  • Expertise in Fixed Income, Equities, Funds, with experience in Derivatives an advantage
  • Being a CFA Charterholder is a significant advantage
  • Ability to lead teams, with excellent interpersonal and communication skills essential for customer and stakeholder engagement

For interested please send your comprehensive resume to:
Julia Edralin | Talent Acquisition Officer |  [email protected]

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Date posted: October 15, 2024

INVESTMENT BANKING (M&A) - ANALYST/ASSOCIATE /DIRECTOR

Founded in 2018, Paulton & Company ("Paulton") is a leading boutique investment bank that advises best-in-class Philippine companies on critical capital raising and M&A initiatives. Paulton works on projects across a wide range of industries including financial services, logistics, infrastructure, hospitality, energy, healthcare, food & beverage, and branded consumer goods. The firm's leadership has successfully advised on US$1 billion worth of M&A transactions and has an active pipeline for execution. 

Paulton works closely with fast-growing middle-market companies with ambitions of becoming national and regional champions. As a discreet and trusted advisor, Paulton has worked on transformative deals including:

  • Advising KMC Solutions, the dominant flexible office provider in the Philippines, in securing an investment from AIGF, a regional fund backed by Mitsubishi Corporation.
  • Advising Royale Cold Storage, the largest pureplay cold storage operator in the Philippines, in raising expansion capital from Navegar, the leading Philippine-focused private equity investor.
  • Advising Asialink Finance Corporation, the largest non-bank lender to Philippine SMEs, in raising Php4 billion of equity capital from Creador, a leading Pan-Asian growth investor.

Paulton is actively looking for driven and analytical professionals to join our dynamic team. The positions come with competitive compensation packages, considerable responsibilities and lots of opportunities to grow. Potential applicants must be available to work on-site in Pasig City at least three (3) days a week as part of a hybrid work set-up. 

JOB DESCRIPTION:

Analysts are expected to:

  • Perform accounting, financial, and strategic due diligence on companies
  • Develop presentations, information memorandums, and other relevant deal materials
  • Build financial models and perform various ad-hoc analyses

Associates are expected to:

  • Work with analysts to ensure quality deliverables
  • Meet with, engage, and present to senior executives
  • Market, engage, and perform detailed analyses for institutional investors

Directors are expected to:

  • Lead Paulton deal teams composed of Analysts and Associates
  • Ensure high quality output from the Paulton deal team
  • Manage clients and client teams
REQUIREMENTS:
  • Accounting degree holder, licensed CPA highly preferred
  • For Analysts: At least one (1) year work experience with a Big 4 audit firm, corporate bank, investment bank, or management consulting firm
  • For Associates: At least three (3) years work experience with a Big 4 audit firm, corporate bank, investment bank, or management consulting firm
  • For Directors: At least seven (7) years work experience with a Big 4 audit firm, corporate bank, investment bank, or management consulting firm
  • Highly proficient in Microsoft Excel, Word, and Powerpoint

For interested please send your comprehensive resume to:
Dyan Danika Lim-Ong  | Chief Operating Officer | [email protected]

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Date posted: October 15, 2024


FINANCE SENIOR EXECUTIVE

Blueleaf Energy’s mission is to develop, deliver and operate safe, high quality, ethical onshore renewable energy projects, delivering a greener energy mix and lower power bills. We specialise in the development, finance, construction and operation of both commercial and industrial (C&I) and utility scale solar systems, across the Asia Pacific region. With over 20 years of history, we have developed, built and operated approximately 2 GW of solar capacity globally, including over 500 MW in the Asia Pacific regions. Blue Leaf Energy is a portfolio company owned by Macquarie’s Green Investment Group (GIG), operating on a standalone basis.

Reporting to the Business Controller, the successful candidate will support the exciting development of renewable energy projects as projects of national interest. The Finance Senior Executive will have the opportunity to work with the company’s management team in support of both commercial and financial objectives. With strong analytical and communication skills as well as attention to detail, the Finance Senior Executive is both a valuable contributor to the finance function but also to the organization.

JOB DESCRIPTION:

Financial Planning and Analysis

  • Prepare timely and accurate monthly management reports which surface the business drivers behind financial variances
  • Support the annual budgeting exercise by accurately consolidating financial forecasts as well as key business KPIs
  • Support Cashflow Planning Process for short-term as well as long-term horizon
  • Continuously improve the monthly management reporting process and outputs

Financial Accounting, Taxation, & Governance

  • Support the Business Controller in the creation, implementation and update of accounting policies, processes, and systems
  • Support the Business Controller in the monthly close, which includes accounting for key transactions, taxation and reconciliation of accounts
  • Support the Business Controller during financial audits and assist with the regulatory and statutory reporting and filing requirements

Project Controlling

  • Verify commercial and other project-based information
  • Record and track business transactions related to our Photovoltaic Power Plants
REQUIREMENTS:
  • Bachelor’s Degree in Accounting, Business Administration or Finance Management
  • Familiarity with IFRS and project accounting
  • Experience in Philippine taxes and preparation of full set of financial statements
  • Strong computer and analytical skills, including proficiency in MS Office (especially Excel and PowerPoint), experience with management information systems
  • Excellent planning, analytical, interpersonal and communication skills
  • Proficiency in written and verbal English 
  • Organized, detail-oriented, and able to multi-task in a fast-paced, constantly evolving environment
  • Confident to interact on different hierarchy levels and also with Top Management and external stakeholders

For interested applicants, please send your comprehensive resumes to:

Angela Goyagoy  | HR Manager | [email protected]

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Employers

Guide in Posting your Job Ad​​.

  1. Fill-out the Online Job Posting Request Form here.
  2. CFA Society Philippines to acknowledge receipt of your request and provide you with the billing statement.
  3. Upon receipt of the billing statement, payment options will be provided to you.

Date posted: September 24, 2024

PRIVATE EQUITY ANALYST

SofCap Partners (“SofCap” or the “Company”) is a private equity firm established by seasoned professionals with a stellar investment track record in the Philippines. SofCap aims to invest in companies that are uniquely positioned to capitalize on local and global economic trends. To drive exceptional value creation, the Company’s team of investment professionals adopts a disciplined active management approach that involves working closely with business owners, senior management, and professional advisors to implement thoughtful and creative solutions for driving value creation while prudently managing associated risks.

JOB DESCRIPTION:

The Company is seeking talented, highly motivated individuals to assist in the evaluation and management of promising companies across a variety of sectors. The role presents a rare opportunity for finance professionals to work directly with senior investment executives as well as the management teams of portfolio companies. In addition, SofCap’s analysts are given the unique chance to accelerate their investment knowledge through their firsthand involvement in a wide range of transactions, from capital-raising initiatives and M&A, to restructurings and divestitures.

Responsibilities

  • Perform company, industry, and macroeconomic research related to the acquisition and management of target companies
  • Participate in the financial, operational, and legal due diligence of investments
  • Prepare research briefings, company reports, financial models, and marketing materials
  • Gather information and insight from the management teams of portfolio companies
  • Maintain relationships with consultants, vendors, and other counterparties
  • Ensure compliance with organizational policies and statutory requirements
  • Manage other deal-related projects and activities

REQUIREMENTS:
  • Bachelor's Degree in Economics, Finance, Management, Mathematics, or equivalent
  • At least three (3) years of relevant experience in investment banking, corporate finance, or similar*
  • Proficiency in financial modeling and presentation design
  • Keen attention to detail and strong analytical and quantitative skills
  • Excellent verbal and written communication skills
  • Must be willing to work in Bonifacio Global City

For interested please send your comprehensive resume to:
Jego Santico | [email protected] or France de Guzman | [email protected]

____________________________________________________________________________________________________________________________________

Employers

Guide in Posting your Job Ad​​.

  1. Fill-out the Online Job Posting Request Form here.
  2. CFA Society Philippines to acknowledge receipt of your request and provide you with the billing statement.
  3. Upon receipt of the billing statement, payment options will be provided to you.