Deal Officers (Client Coverage and Financial Advisory)

Responsibilities:

Provides analysis and the necessary guidance to corporate for purposes of helping the team to make good investment decisions.
Gathers and analyzes financial information and making financial recommendations.
Assesses the economic performance of specific companies, industries, or financial enterprises and gives a detailed analysis of the same to clients who have money to invest.
Analyzes prevailing trends in financial services, business practices, and competition.
Reviews new policies and regulations and projects the effect that the same could have on the investments.
Develops forecasts and measures financial risks associated with specific investments.
Writes reports and makes presentations for purposes of recommending financial decisions to clients.
Assists the Head of Financial Advisory.
Qualifications:

Bachelor’s Degree holder, preferably in Business Administration/ Management/ Economics/Industrial Engineering or other related field; preferably with MBA or MBM.
Must have at least 4 to 5 years related work experience, 1 year as Officer.
Comprehensive knowledge in financial analysis and modeling, financial structuring and evaluation, valuation and securities distribution.
Proficiency in Microsoft Office; Above average problem-solving ability.
Willingness to work a minimum of 40 hours per week and on extended hours.
High proficiency in written and verbal skills communication; Supervisory and Marketing Skills.
Reliable; Diligent; Critical; Vigilant; Resourceful; Driven; and a Leader.
Must be willing to work full time onsite in Makati City.