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Equity Analyst-UBIMTC

Salary undisclosed

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Job Description

  • Contribute to idea generation and portfolio construction of the portfolio managers.
  • Conduct relative value analysis of equity securities and craft recommendations to support the Equity Portfolio Managers in assessing prospective investments.
  • Develop quantitative models for rating companies based on fundamentals.
  • Establish and maintain relationships with current and prospective issuers, which may include, among others, periodic company visits, discussions with company senior officers, and active participation in company earnings calls/presentations.
  • Support Sales and Marketing initiatives
  • If, and when needed, provide support to the Credit Analyst/s and Fixed Income Portfolio Manager/s in the evaluation of prospective fixed income investments.

Qualifications

  • Critical analysis/thinking
  • Financial analysis
  • Spreadsheet modeling
  • Leadership, mentoring, and coaching
  • Presentation/communication skills
  • Economics, Finance, Accounting, Mathematics background an advantage
  • CPA, CFA, MBA, FRM an advantage
  • Completion of TIFP course an advantage
About UnionBank of the Philippines
Size More than 250
Industry Investment Banking & Brokerage
Location Philippines
Founded 16 August 1968
View Company
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