Careers
Equity Trader
- CSR license holder
- Excellent communication
Marketing Associate
As a Marketing Associate, you will be responsible for marketing and solicitation of new investment products through product presentations and product orientation; initiate and strengthen new and existing client relationships and perform administrative duties associated with the accounts.- Bachelor’s degree in any business related course
- Marketing oriented
- Previous experience in sales is a plus
- Fluency in Fookien and Mandarin is an advantage
Equity Analyst
As an Equity Research Analyst, you will perform fundamental analysis, build financial/valuation models and write equity research reports on Philippine listed companies.- Candidate must possess at least a Bachelor’s degree in finance, accounting, economics, business management and other related courses.
- Preferably 1-5 years of working experience in the related field
- CFA candidates/holders are preferred but not required
- Excellent communication and presentation skills
- Required Language(s): English, Filipino
- Proficient in MS Office applications (Word, Excel, Powerpoint)
Investment Analyst
As an Investment Analyst, you will be responsible for analyzing trading strategies and generating investment ideas to be reported to the fund manager.- Bachelor’s degree in any business related course
- Preferably 1-5 years of working experience in the related field
- CFA candidates/holders are preferred but not required
- Excellent communication and presentation skills
- Required Language(s): English, Filipino
- Proficient in MS Office applications (Word, Excel, Powerpoint)
Fixed Income Analyst
As a Fixed Income Analyst, you are responsible for analyzing trading strategies and generating investment ideas to be reported to the Trust Head, responsible for the recommendation of the daily trading of fixed income securities, maintains communication with Issuers/Arrangers/ Underwriters/Counterparties on upcoming issuances, disseminate information on upcoming issues to the PO's and Marketing Assistants and coordinate with counterparties regarding submission of necessary requirements to avail of upcoming issuances.- Bachelor’s degree in any business related course
- Preferably 1-5 years of working experience in the related field
- CFA candidates/holders are preferred but not required
- Excellent communication and presentation skills
- Proficient in MS Office applications (Word, Excel, Powerpoint)
Associated Person
Associated Person/Compliance Officer general responsibilities is to provide an effective compliance risk management framework, monitoring and implementation of the compliance system for Broker-Dealer which include internal control supervision of employees, agents, salesmen, officers, directors, clerks and stockholders of such Broker-Dealer for compliance with the Implement Rules and Regulation of the Securities Regulation Code and other rules adopted thereunder.- Bachelor’s degree in any business related course
- Preferably 1-5 years of working experience in the related field
- hould have attended the Certification Seminar for Associated Person and passed all examination Modules 1-5 provided by the SEC
- Excellent communication and presentation skills
- Required Language(s): English, Filipino
- Proficient in MS Office applications (Word, Excel, Powerpoint)
Accounting Staff
- Accounting Graduate
- Previous experience in bookkeeping is a plus
Customer Service Associate
- Bachelor’s degree in any business related course
- Marketing oriented
- Previous experience in sales is a plus