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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
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  • explore employer resources
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Job Openings

Sponsored Post
Date posted: December 04, 2023

 

 1. INVESTMENT COUNSELOR

JOB DESCRIPTION:

You will be responsible for achieving investment product fee income and AUM targets. Also, you will need to understand wealth management clients’ investment objectives and risk profile and recommends appropriate investment products.

REQUIREMENTS:
  • With at least 3-4 years relevant work experience in client facing/sales/treasury sales role
  • Proficient with Financial Market products such as FX, Bonds, Mutual Funds (UITF), equities (swaps and derivatives preferred)
  • Preferably with SEC license - Certified Treasury Professional

For interested applicants, follow the link to apply: https://grnh.se/cfad535a1us

2. DEAL EXECUTION OFFICER

JOB DESCRIPTION:
You will be responsible for analyzing, evaluating and executing investment banking deals.

REQUIREMENTS:
  • At least 3 years of work experience, with strong financial background and experience in either debt, equity, or advisory-related transactions
  • Has the knowledge of investment banking products, services and processes

For interested applicants, follow the link to apply: https://grnh.se/338ad94b1us

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Sponsored Post
Date posted: November 08, 2023

 

1. INVESTMENT OFFICER

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:
  • Monitors economic developments both globally and locally, and analyzes the impact of these in the assets managed
  • Evaluates new investment securities and recommends action as necessary
  • Acts as a resource person in fund performance reviews to clients
  • Responsible for the deployment of funds across asset type/s
  • Performs regular review of portfolios through appropriate performance measures to ensure the compliance to the goals of the portfolio

REQUIREMENTS:
  • At least three (3) years of relevant experience, preferably in a Universal bank
  • Attended a one-year course on Trust Operations and Investment Management (TIFP)
  • Certified Treasury Professional with SEC license (Fixed Income)
  • Strong analytical and portfolio management skills
  • Diligent towards details of transactions
  • Compliant to risk policies
  • Willing to be mentored
2. STUCTURER

JOB DESCRIPTION:

Responsible for analyzing, structuring, and creating products/solutions for both individual and institutional clients.

Role Opportunities

  • Become a key asset of the Bank and take part in its business growth by providing ideal financial markets products according to the client’s objectives, risk considerations, and limitations
  • Develop your competencies in networking, sales and marketing, relationship management, product development, strategy implementation, and risk orientation
  • Enjoy a rewarding career and build a competitive profile with the Philippines' Strongest Bank

REQUIREMENTS:
  • A strong background in Financial Markets products, including derivatives and structured products
  • Understands or has had exposure to product development, corporate finance, hedging, and investments
  • Highly analytical and comfortable with financial mathematics
  • Communicates ideas effectively between traders, salespeople, and clients
  • A Certified SEC Fixed Income Salesman, Treasury Professional (MM & FX), and / or CFA Level 1 Candidate / Passer
  • Being a lawyer or having strong knowledge of the legal framework of financial markets products is an advantage
  • Having coding or programming skills is an advantage

For interested applicants, please send your comprehensive CVs to:

Julia Edralin | Talent Acquisition  |  [email protected]

_________________________________________________________________________________________________________
Date posted: November 21, 2023

JUNIOR OR SENIOR ANALYST

AlphaPrimus Advisors Inc. (“AlphaPrimus”) is a premiere mergers & acquisitions (“M&A”) advisory services company in the Philippines. AlphaPrimus provides buy-side and sell-side M&A advisory services mainly to corporate clients, financial institutions, and family offices in the Philippines. AlphaPrimus was established in 2017 by a team of investment banking professionals who have a combined 110+ years of experience in investment banking, corporate banking, and M&A advisory in the Philippines and in the region. Throughout their respective careers, members of AlphaPrimus have successfully completed at least sixty transactions with a combined deal value of more than ~USD35bn. AlphaPrimus was named Best M&A Adviser in the Philippines or 2021 and 2022, and Best M&A Deal in the Philippines for 2021 by The Asset. 

JOB DESCRIPTION:
  • The Junior or Senior Analyst is expected to support the Company’s Directors in executing deals and transactions. This includes providing financial analysis, creating and maintaining financial models, drafting information memorandums and other marketing and process documents, and coordinating deal execution activities, including project management and due diligence. The Senior Analyst is also expected to assist in marketing and origination activities of the Company, including scoping the industry and drafting pitch decks.
REQUIREMENTS:
  • Bachelor’s Degree in business, finance, or other similar courses
  • At least 2 years relevant experience in investment banking, M&A, capital markets, asset management, private equity, or other related industries
  • Experience in financial analysis, financial modelling and valuation using different valuation methodologies
  • Proficient in MS Excel, Powerpoint, Word
  • Excellent oral and written communication skills
  • CPA, MBA, and CFA are preferred but not required

For interested applicants, please send your comprehensive CVs to:

Kim Aldous Oliver B. Rañosa, CFA | Associate | [email protected]


_________________________________________________________________________________________________________
Date posted: November 14, 2023

BERKELEY QUANTITATIVE

RESEARCH, INC. (BQRI)

ANALYST

BQRI'S  main business is to research Investment and Trade opportunities in different asset class such as Stocks, Bonds, FX, and Commodities. 
 
BQRI utilizes Options to trade and position investment ideas with this asset classes.

JOB DESCRIPTION:
  • Develop Investment & Trading strategies and rules
  • Maintain and monitor Investment & Trading research
  • Maintain Investment and Trading journal of researched trades
  • Perform other related duties or assignments as required 
REQUIREMENTS:
  • Bachelor’s degree in Accounting, Finance, Economics, Mathematics, Clinical Psychology, Clinical  Biology, Computer Science, Electrical Engineering, Physics or any other relevant discipline.
  • Strong Accounting md Statistics background with excellent computer skills
  • Adept in coding Application Program Interface (API)  such as Interactive Brokers, Trading View, High Volatility
  • Strong interest in investment and trading
  • No experience required.
  • CFA candidates a plus.
  • Strong interpersonal and communication skills 

For interested applicants, please send your comprehensive CVs to:

Malyn Limoanco | Executive Assistant | [email protected]


_________________________________________________________________________________________________________
Date posted: November 14, 2023

AVP - FINANCIAL ANALYSIS

(2 OPENINGS)

HEXA Philippines Holdings, Inc. is a renewable energy platform in the Philippines. Hexa Philippines is a part of HEXA Renewables, a pan-Asia renewable energy platform established by I Squared Capital. I Squared Capital is an independent global infrastructure investment manager with over US$ 37 billion in assets under management across energy, utilities, digital infrastructure, transport, and social infrastructure sectors 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
  • Support development of market intelligence
  • 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 | VP - Project Development | [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.