40 Capital Markets jobs in the Philippines

Job Description:

We are seeking a detail-oriented Financial Analyst to join our Investor Relations Department. This role will focus on analyzing financial and market data to support the company's IPO readiness and ongoing engagement with the investment community. The analyst will track industry trends, peer performance, and capital market developments, providing insights to management and contributing to investor communications.

Key Responsibilities:

• Conduct financial analysis, valuation, and benchmarking of peer companies (local and regional).
• Monitor market data, trading activity, and investor sentiment to assess potential impacts on the company's share performance post-IPO.
• Build and maintain financial models to support equity story development, forecasting, and scenario analysis.
• Assist in preparing investor presentations, fact sheets, and earnings materials with clear financial insights.
• Track and analyze macroeconomic, sectoral, and regulatory trends relevant to the company's business.
• Provide support during roadshows, investor briefings, and earnings calls by preparing Q&A analysis and background data.
• Assist in drafting analyst reports, investor FAQs, and disclosures with data-driven insights.
• Maintain and update a market intelligence database for use by the Investor Relations and management teams.

Qualifications:

• Strong knowledge of financial analysis, valuation techniques, and capital markets.
• At least 3 years of experience in Equity Research, Investment Banking, Corporate Finance, or Investor Relations.
• Advanced proficiency in Excel, financial modeling, and data analysis; familiarity with Bloomberg/Refinitiv is an advantage.
• Strong analytical and quantitative skills with ability to turn data into actionable insights.
• Excellent communication skills, both written and verbal, with ability to support investor-facing materials.
• Bachelor's degree in Finance, Economics, Accounting, or related field; CFA Level I or above is a plus.

Job Types: Full-time, Permanent

Benefits:

• On-site parking
• Pay raise

Work Location: In person

Job Description

Deal Execution:

• Review presentation materials for pitch books, decks, memos, etc.
• Review financial model for analysis, presentation and valuation
• Review in preparation of term sheets and deal structuring
• Review portions of documents such as info memo, briefs, fact sheets.
• Lead team in negotiating terms with counterparties

Client Coverage:

• Lead team in origination and client management
• Assist Managing Director in identifying leads and deal origination
• Build relationships with key regulators and other third parties

Strategic:

• Deepen overall client relationship
• Deepen working relationships with key stakeholders
• Cross sell other products and services of the bank

Administrative:

• Lead, manage and supervise deal team
• Lead discussions with counterparites for distribution efforts
• Perform administrative functions as may be assigned

Qualifications

• At least 3-5 years experience in Investment Banking, Finance, Treasury, Corporate Finance, Business Development or other similar field
• SEC Fixed Income Salesman and Equity Salesman licenses (preferred)

Job Description

Duties and responsibilities:

• Ensure that internal control procedures are observed in the processing of transactions.
• Timely review of the required documents for bond issuances
• Ensure submission of the sales report to the registry on the prescribed due date.
• Ensure that all bonds issuance transactions are booked in the Treasury system accurately without delays.
• Account all supporting documents required by the registry and the bank for proper safekeeping
• Ensure that payments are earmarked with the Liquidity Group.
• Ensure Debit client's account in Finacle based on correct ATP and LOI
• Ensure issuance of clients' securities to their corresponding security accounts.
• Complete the reconciliations of placement against the list of orders, sales report, amounts debited and the guava bookings.
• Encoding of settlement instructions to external securities settlement systems: NROSS for domestic government securities or, PDTC Registry for peso bonds.
• Monitoring, tracking and escalation of all document deficiencies related to bond issuances.
• Reconcile the PDTC list of bondholders against the submitted sales report.
• Ensure accuracy and timely dispatch of Confirmations to clients.
• Ensure proper maintenance and security of document files and other records required.
• Processing of broker fees, selling agent fees and other payables/receivables of TICM
• Investigate/resolve issues arising from bond issuances in coordination with PDTC/BTr.
• Sign or countersign on DCM Ops and other TICM documents as validated.
• Review and endorse client onboarding documents submitted by RMs for account setup initiation prior dealing.
• Review and endorse client's documents for QIB registration including preparation of COR for eventual submission to SEC, and safekeeping of documents as reference for the maintained Registration List.
• Collaborate with business owners on strategies towards achieving business goals.
• Initiate and facilitate process improvements for the unit and for TICM if necessary.
• Participate and provide sign off on UAT activities required by the business, unit or TICM.
• Serve as backup for other TICM Staff.
• Perform other duties and responsibilities that may be assigned/required by supervisor.

Qualifications

Skills:

• Communication, problem-solving, teamwork

Trainings and Certifications:

• Treasury Operations Certificate Program (preferred only)

Experience:

• 1-2 years working experience on Debt Capital Markets Operations or equivalent
• 1-2 years experience on Treasury Operations or equivalent

Job Description

Duties and responsibilities:

• Ensure that internal control procedures are observed in the processing of transactions.
• Timely review of the required documents for bond issuances
• Ensure submission of the sales report to the registry on the prescribed due date.
• Ensure that all bonds issuance transactions are booked in the Treasury system accurately without delays.
• Account all supporting documents required by the registry and the bank for proper safekeeping
• Ensure that payments are earmarked with the Liquidity Group.
• Ensure Debit client's account in Finacle based on correct ATP and LOI
• Ensure issuance of clients' securities to their corresponding security accounts.
• Complete the reconciliations of placement against the list of orders, sales report, amounts debited and the guava bookings.
• Encoding of settlement instructions to external securities settlement systems: NROSS for domestic government securities or, PDTC Registry for peso bonds.
• Monitoring, tracking and escalation of all document deficiencies related to bond issuances.
• Reconcile the PDTC list of bondholders against the submitted sales report.
• Ensure accuracy and timely dispatch of Confirmations to clients.
• Ensure proper maintenance and security of document files and other records required.
• Processing of broker fees, selling agent fees and other payables/receivables of TICM
• Investigate/resolve issues arising from bond issuances in coordination with PDTC/BTr.
• Sign or countersign on DCM Ops and other TICM documents as validated.
• Review and endorse client onboarding documents submitted by RMs for account setup initiation prior dealing.
• Review and endorse client's documents for QIB registration including preparation of COR for eventual submission to SEC, and safekeeping of documents as reference for the maintained Registration List.
• Collaborate with business owners on strategies towards achieving business goals.
• Initiate and facilitate process improvements for the unit and for TICM if necessary.
• Participate and provide sign off on UAT activities required by the business, unit or TICM.
• Serve as backup for other TICM Staff.
• Perform other duties and responsibilities that may be assigned/required by supervisor.

Qualifications

Skills:

• Communication, problem-solving, teamwork

Trainings and Certifications:

• Treasury Operations Certificate Program (preferred only)

Experience:

• 1-2 years working experience on Debt Capital Markets Operations or equivalent
• 1-2 years experience on Treasury Operations or equivalent

Company Description
Colliers International Group Inc. (NASDAQ: CIGI; TSX: CIG) is a global leader in commercial real estate services with more than 16,300 professionals operating from 502 offices in 67 countries. With an enterprising culture and significant insider ownership, Colliers professionals provide a full range of services to real estate occupiers, owners and investors worldwide. Services include brokerage, global corporate solutions, investment sales and capital markets, project management and workplace solutions, property and asset management, consulting, valuation and appraisal services, and customized research and thought leadership.

Formerly known as Colliers Jardine Philippines, the local office was established in November 1994. Prior to this, the company had been active in the Philippines on a project specific basis. Within its Manila office, Colliers International Philippines now has a staff of over 500 dedicated individuals

Job Description
Our Asia Capital Markets investment professionals leverage our combined cross border transaction expertise and solid network of relationships to identify, advise and execute acquisitions and disposals of prime real estate opportunities across a wide range of asset classes, including offices, retail, industrial, residential and hospitality investment properties as well as development sites.

• Support the Capital Markets and Investment Services team in preparing presentation for clients.
• Assist the operators in accounts management including coordination with clients for ocular inspections and follow up of documents.
• Work with the team's listing officer to verify property information.
• Manage the listings posted in the website.
• Prepare property options for clients.
• Coordinate and organize marketing efforts to support client engagement activities and supporting activities.
• Conduct qualitative and quantitative market research if needed.
• Analyze market information to identify opportunities in the property market.

Qualifications

• 2+ years' experience in Real Estate Investment
• College Degree holder
• Licensed Real Estate Broker preferred
• Excellent presentation and negotiation skills with a demonstrated track record of managing diverse stakeholders
• Strong attention to details
• Excellent communication skills
• Proficient in Microsoft applications, specifically Excel, Powerpoint and Word.

Additional Information

What's On Offer

• A competitive base salary and commission structure.
• Opportunity to work in an enterprising environment where you can accelerate your career growth.
• A collaborative and team-oriented platform locally, nationally and regionally.
• A global culture, with a strong focus on learning and development.

Make your next move an expert one and join us as we lead the industry into the future.

Diversity, equity and inclusion are fundamental to our enterprising culture. As a Colliers professional, you'll work with collaborative teams comprised of people with different abilities, skills, and backgrounds where everyone is encouraged to bring their ideas, talents, capabilities, and experiences to the table. Colliers provides equal opportunity in all employment practices.

Colliers provides equal opportunity in all employment practices.

The Debt Capital Markets and Structured Finance Associate is primarily accountable for assisting the Product Head in providing client coverage and transaction management of deals.

Responsibilities:

• Assists the Product Head in the origination of project finance through the preparation of marketing presentations, financial models, industry analysis and company valuation
• Assists the Product Head in drafting the mandate letter/proposal to be presented to the client
• Coordinates with clients and counterparts from other investment houses to ensure that all deal origination requirements are completed prior to hand-off to the assigned Execution Team
• Assists and coordinates with the Execution Team and other members of the working team during the course of deal
• Presents weekly local market reports focusing on relevant news or on trends and outlook in equity, fixed income, or foreign exchange to the senior management team

Qualifications:

• Bachelor's degree in Business Administration and Accountancy, Management Engineering, Economics, Management Economics, Management, Finance, Mathematics
• Experience in any of the following: Corporate Finance, Capital Markets, Banking, Structured Finance, Valuation, Financial Analysis, Loan Documentation
• Should have a significant level of understanding of corporate finance
• Good communication and interpersonal skills
• Computer literate with proficiency in Microsoft (MS) applications
• Good fundamental background on banking products

Company Description

Rizal Commercial Banking Corporation (RCBC) is one of the leading private domestic banks in the Philippines. With 60 years of experience in the banking industry, RCBC is a pillar of the community, providing a wide range of financial services to its customers. At RCBC, we continue to innovate and shape the future of our communities, families, and generations to come.

RCBC Trust Corporation is the Stand Alone Trust Corporation of the Yuchengco Group of Companies (YGC) which is largely held by PSE listed companies RCBC and House of Investments (HI). Key products and services include Investment Advisory, Estate Planning, Corporate Trusts and Agency Services, UITFs, directed and discretionary Investment Management Accounts (IMAs), Personal Management Trusts (PMTs), Retirement Fund Management, and Life Insurance Trusts among others.

Role Description

This is a full-time hybrid role for a Trader based in Makati, with flexibility for limited remote work weekly.

The Trader will be responsible for day-to-day execution of trade transactions of RCBC Trust Corporation. They will receive the majority of trade instructions from the portfolio management divisions and will be expected to canvass rates/prices then execute trades in a timely and strategic manner with the counterparts of the institution.

The Trader may also have a number of UITFs / discretionary portfolios. They are responsible for ensuring transactions are encoded in the system and aligned with the risk parameters and regulatory restrictions of the account and must aim for competitve returns against their benchmarks.

The position requires candidates to be experienced finance professionals, ideally at least 5 years in Trust banking and related fields in investment management. Candidates without experience managing financial assets need not apply.

The range of the position's rank is assistant manager to manager level with the final offer dependent on the candidate's experience and subject to the approval of HR and management. Candidates looking for executive level openings need not apply.

Responsibilities

Coordinates with Division Head in analyzing movements in bond prices, interest rates and exchange rates and identifies possible opportunities and provides regular updates and analysis to portfolio managers, if needed.

Regularly does extensive client presentations to discuss account movements, market updates, and fund strategies.

Manages specific UITFs and discretionary fiduciary accounts. Aims for competitive returns on managed funds. Ensure cash are maintained at minimum for UITFs. Efficiently services queries and executes trades if needed from investment portfolio managers handling directed accounts.

Helps canvass rates offered by other financial institutions for money market placements, time deposits, Treasury bills, government securities, bonds, equity shares, promissory notes, ETFs and other instruments and offers these to the portfolio managers if needed.

Researches and analyzes potential investment outlets for the trust accounts and provides recommendations to the Division Head

Looks for alternative investment outlets and counterparts which would enhance the yield of clients within system set parameters.

Ensures that the best execution practices are consistently observed

Aims for competitive returns vs benchmark on managed accounts

Accepts and executes orders for investments from portfolio managers and inputs or uploads done transactions in the Trust system for Operations' processing.

Ensures compliance with Trust systems' set limits, internal policies and regulatory restrictions.

Ensures that the Basic Standards of Trust as prescribed by the BSP are complied with in performing fund management and trading activities

Ensures compliance with internal policies and regulatory requirements in handling investment transactions

Supervises and provides training and guidance to Junior TTD Traders in handling various types of transactions, trouble shooting and proper compliance with prescribed procedures, limits and guidelines

Reports critical problems to Division Head.

Maintains constant rapport and interaction with accredited counterparties and stockbrokers for timely market information.

Keeps abreast with updates on BSP policies as stipulated in the Anti Money Laundering and Terrorist Financing Prevention Program (MLPP) through circulars, required seminars/programs and adheres to said policies and ensures strict implementation and consistent compliance thereto.

Ensures compliance with the bank's policies as well as various banking laws and regulations to achieve satisfactory audit rating.

Performs administrative functions and other responsibilities that may be assigned, including employee performance monitoring and appraisals.

Qualifications

Bachelor's / Master's degree in Economics, Finance, or Industrial Management Engineering.

Completion of the Trust Certification course, money market / treasury certification, KYC/AMLA, or similar certifications (CMT, CFA, FRM, CIPM, CAIA) preferred

Strong working knowledge of various investment markets and products (i.e. money market, equities, bonds, deposits, foreign exchange, derivatives)

Industry / Work Experience Required: At least five (5) years industry experience in Trading, Investment Management, Treasury, Investment Banking, etc.

Analytical skills, including the ability to interpret complex financial data and market trends

Excellent communication and interpersonal skills with the ability to maintain strong relationships with internal and external clients

Role Overview:

The role of the fixed income trader includes buying and selling fixed income securities for the bank and its clients.

Roles and Responsibilities:

• Analyze and execute trades in the fixed income markets for the bank and for its clients in a timely manner
• Drive fixed income trading revenues while ensuring that all trades comply with all the relevant internal and external rules, regulations, and policies
• Establish FI lines with other banks
• Recommend strategies, gathers, and analyzes market and security information that identifies or creates actionable investment opportunities
• Utilize knowledge of fixed income products and strategies to identify trading opportunities
• Contribute to the development of new products and services
• Monitor market movements and adjust trading strategies accordingly
• Facilitate communication between internal and external stakeholders

Qualifications:

• 5-8 years working experience in Treasury particularly Fixed Income Trading
• Certified Treasury Professional (BAP), SEC Fixed Income License
• Bachelor's degree in business, finance, economic or mathematics
• Strong quantitative and analytical skills
• Good to have: MBA, CFA

The Fixed Income Trader is primarily responsible for matching and executing buying and selling trades of and among clients, both internal and external, and providing accurate and timely fixed income market updates on both the local and global fixed income markets.

Responsibilities:

• Ensures best execution of trades of Fixed Income securities and FX
• Provides daily secondary market price bulletins for government securities, corporate papers and the like
• Ensures that all trades are within the set limits of counterparty lines and investment outlet approvals
• Prepares daily and weekly investment updates for Account Officers, Portfolio Managers and Senior Management
• Handles derivatives trading including Global Peso Notes, Cross-Currency Swap, Asset Swaps
• Oversees and trains junior traders

Qualifications:

• Business Course Graduate
• Preferably with MBA/Masters in Economics or Finance or related fields
• Preferably with prior experience in Fixed Income Markets
• Knowledge in Financial Markets (Global/Regional and Domestic)
• Well versed in Regulatory and Legal Environment Related to Investments