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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
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Job Openings

Date posted: April 30, 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.

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.

Applicants possessing relevant experience may be considered for advanced roles, such as Senior Analyst or Associate, based on their professional background and level of expertise.

JOB DESCRIPTION:
  • 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

*Candidates who have limited work experience but have demonstrated a very high degree of responsibility and strong work ethic, such as recent graduates with excellent academic performance, may also be considered.

To apply for this opportunity, please send a copy of your resume to [email protected] with the subject “SofCap Application – Name”.

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Sponsored Post
Date posted: January 22, 2024

 

1. MARKETING INTERN

JOB DESCRIPTION:

Communication Plan Implementation:

  • Develop and execute strategic communication plans to promote CFA Society Philippines initiatives.
  •  Craft compelling content for various channels to enhance brand visibility and engagement.
  • Monitor and analyze the impact of communication efforts.

Social Media Management:

  • Manage and curate content across social media platforms to amplify the society's presence.
  • Engage with the online community, responding to inquiries and fostering meaningful connections.
  • Implement social media campaigns to support marketing objectives.

Event Supplier Sourcing:

  • Identify and liaise with potential event suppliers, negotiating contracts and securing services.
  • Ensure seamless coordination with suppliers for successful execution of events.
  • Monitor vendor performance and seek opportunities for cost optimization.

University Liaison:

  • Collaborate on promotional activities, workshops, and events to enhance the society's reach.
  • Act as a liaison between CFA Society Philippines and student organization affiliates.

REQUIREMENTS:
  • Enrolled in a relevant degree program (Marketing, Business, Communications, etc.).
  • Strong organizational and interpersonal skills.
  • Proficient in social media platforms and marketing tools.
  • Excellent written and verbal communication abilities.
  • Proactive and able to work independently as well as part of a team.

Benefits:

  • Gain hands-on experience in marketing, event management, and stakeholder engagement.
  • Opportunity to contribute to the growth and promotion of CFA Society Philippines.

Interested candidates should submit their resume and a brief cover letter outlining their suitability for the role to Ms. Trisha Saquitan-Santos at [email protected].


2. PART-TIME MESSENGER
JOB DESCRIPTION:
  • Run general errands, such as but not, bills payment, bank transaction, pick-up and/ or deliver packages or documents.
  • Perform collection activities in coordination with Finance.
  • Ensure proper documentation of activities by providing official receipts and other documents required for liquidation.
  • Responsible for maintaining general cleanliness of the office - ensuring a pleasant atmosphere is maintained.
  • Maintain positive attitude in high stress situations.
  • Report to work in proper dress code.
  • Other duties as assigned.

REQUIREMENTS:
  • Previous experience in any delivery position, if applicable.
  • Valid driver's license, if applicable.
  • Excellent verbal communication and interpersonal skills.
  • Ability to manage multiple tasks within given time frames.
  • Good planning and decision-making abilities.
  • Availability to work 3 times a week.

Interested candidates should submit their resume to Riena Tolores at [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.