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Find Job Opportunities and Manage Your Career through CFA Institute Resources

Visit the CFA Institute Career Center to
  • search for job opportunities around the globe
  • set up job alerts
  • manage your job seeker profile/CV
  • explore employer resources
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  • browse articles, videos, and webinars
  • create your CV and get feedback
  • practice interview skills

Job Openings

Sponsored Post
Date posted: August 08, 2023
1. SENIOR ECONOMIST / DEPUTY HEAD OF RESEARCH

JOB DESCRIPTION:

The Senior Economist / Deputy Head of Research supports the Chief Economist and Market Strategist in generating the Bank’s official macro-economic forecasts and relevant research functions through the delivery of reports to appropriate stakeholders.

REQUIREMENTS:
  • Has experience working in wealth management, private banks, or asset management
  • Has strong knowledge of global financial markets
  • Has working knowledge of multi-asset class portfolio construction
  • Is adept in econometric analysis, use of statistical packages, and forecasting
  • Has the ability to articulate research and implement it in a portfolio context
  • Is a skilled communicator, with great presentation skills, and a desire to be client-facing

2. ACCOUNT MANAGER

JOB DESCRIPTION:
  • Acts a central point person and is responsible for the overall relationship management with traditional trust clients
  • Is responsible for the volume and income targets for traditional trust business
  • Is in charge of the evaluation and onboarding of new traditional trust clients
REQUIREMENTS:
  • Has at least 3 years of relevant work experience in trust banking and account management with experience in handling Trust Products
  • Has strong stakeholder management skills and the ability to match client's business requirements with the Bank's products and services
  • Has effective communication, presentation, and negotiation skills
  • Is able to work in a fast-paced and competitive environment
For interested applicants, please send your comprehensive CVs to:
Julia Edralin | Talent Acquisition | [email protected]

_________________________________________________________________________________________________________
Date posted: September 13, 2023

 

1. CORPORATE FINANCE MANAGER

FTI CONSULTING PHILIPPINES, INC., a corporate finance advisory firm that is an affiliate of FTI Consulting Inc. (FCN New York) is recruiting:

JOB DESCRIPTION:
  • Supervise corporate finance/transaction advisory engagements which may include among others: Merger & Acquisitions, Valuations, Financial Modeling, Restructuring/ Rehabilitation, Financial/Commercial Due Diligence, Fund Raising, Business Plan/ Feasibility Study Preparation, Real Estate Advisory, Corporate Structuring, and Asset Management.
  • Prepare pitches, proposals and engagement letters for the firm’s project development initiatives
  • Assist in the marketing initiatives of the firm
  • Manage engagement teams, delegate tasks, review deliverables and ensure the deliverables are in line with the scope of work
  • Assist in mentoring and training the staff
  • Monitor the team’s time charges and ensure efficiency and profitability of the projects
  • Review the performance of the staff annually through the firm’s performance appraisal system
  • Liaise, meet, and present findings to clients, as required
Who should apply?
  • Corporate Finance professionals with minimum 4 years of experience
  • Preferably CPA and with CFA accreditation or taking up CFA exams
  • Strong project and management skills
  • Excellent communication skills
  • Ability to lead a team
2. CORPORATE FINANCE ASSOCIATE

The analyst will be guided, coached and mentored by managers who are CFA (Chartered Financial Analyst) Charter holders.

JOB DESCRIPTION:
  • Prepare complex financial models;
  • Value companies and intangible assets;
  • Analyze financial statements of companies;
  • Develop industry studies and analysis;
  • Provide support in Mergers and Acquisition transactions;
  • Conduct financial/commercial due diligence;
  • Assist in pitching, selling, and marketing initiatives of the company; and
  • Support international outsourcing engagements
Who Should Apply?
  • This is an entry level position
  • College graduates with degrees in Accounting, Finance, Management Engineering, Business Administration, or similar, with 0-2 years working experience;
  • CPA and/or CFA are a plus
  • Those currently preparing for CPA Board Exam are welcome to apply;
  • Strong project management skills and ability to execute projects on a timely manner with minimal supervision;
  • Strong analytic, strategic and presentation skills;
  • Excellent written and verbal communication skills;
  • Proficient in Microsoft Office, specially Microsoft Excel
  • Financial Modelling preparation skills;
  • Recognized team player and leader;

For interested applicants, please send your comprehensive CVs to:

Maria Luisa P. Henson | [email protected]


_________________________________________________________________________________________________________
Date posted: September 19, 2023

 

INVESTMENT SPECIALIST

HEXA Philippine Holdings, Inc. is the renewable energy business of I Squared Capital (ISQ) in the Philippines. ISQ is an independent global infrastructure investment manager with over $45 billion in assets under management focusing on energy, utilities, digital infrastructure, transport, and social infrastructure in North America, Europe, Latin America and Asia.

JOB DESCRIPTION:
  • Assist in evaluation and execution of renewable energy investment opportunities in the Philippines
  • Build financial models and run sensitivities to support investment decisions and deal structuring efforts
  • Manage financing process for project level and portfolio level assets
  • Involved in due diligence, financial assessment, arrangement of debt financing, support in commercial and contract negotiations etc.
  • Support in preparation of investment note / memo for Investment Committee or other internal committees
  • Perform other related duties or assignments as required

REQUIREMENTS:
  • Bachelor’s degree in Accounting, Finance, Economics or any other relevant discipline. Master’s an added advantage.
  • 5-7 years of relevant working experience in the buy/sell side covering power, renewable energy, or infrastructure projects.
  • Financial modelling experience is a must.
  • CFA candidates a plus.
  • Strong interpersonal and communication skills 

For interested applicants, please send your comprehensive CVs to:

Joel Esguerra | Consultant | 09088938831 | [email protected]


_________________________________________________________________________________________________________
Date posted: September 14, 2023

 

ANALYST / ASSOCIATE

Paulton & Company ("Paulton") is a boutique investment bank that advises best-in-class Philippine companies on critical strategic initiatives, particularly on capital raising and M&A transactions.

JOB DESCRIPTION:

Analysts who 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 valuation analyses

Associates who are expected to:

  • Work with analysts to ensure quality presentations, information memorandums, and other relevant deal materials
  • Review and finalize financial models and valuation analyses
  • Meet with, engage, and present to senior executives - Market, engage, and perform detailed analyses for institutional investors
REQUIREMENTS:

For Analysts:

  • At least one (1) year work experience with a Big 4 audit firm, corporate bank, investment bank, management consulting firm, or VC-backed start-up
  • Highly proficient in Excel, Word, and Powerpoint
  • Strong grasp of accounting, and finance concepts
  • Finance and accounting graduates preferred

For Associates:

  • At least three (3) years work experience with a Big 4 audit firm, corporate bank, investment bank, management consulting firm, or VC-backed start-up
  • Highly proficient in Excel, Word, and Powerpoint
  • Strong grasp of accounting and finance concepts
  • Finance and accounting graduates preferred

For interested applicants, please send your comprehensive CVs to:

Dyan Danika Lim-Ong | Chief Operating Officer | [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.