Corporate Planning & Research Officer

The Philippine Stock Exchange, Inc. (PSE); Taguig; On-site; PHP 400,000 - 600,000; Full time

Job summary

A financial services organization in Taguig seeks a professional to oversee research and corporate planning initiatives, as well as manage investor relations. Applicants should have a Bachelor's degree and at least 3-5 years of experience in a related field. Strong technical writing and analytical skills are essential for success in this position.

Qualifications

• At least 3-5 years of experience in research in capital markets or finance
• Experience in investor relations or corporate planning is a plus
• Strong analytical skills and attention to detail

Responsibilities

• Prepare economic and industry studies for the Exchange
• Assist in formulating and reviewing the business plan
• Develop and implement an investor relations program

Skills

Research

Corporate Planning

Technical Writing

Financial Analysis

Education

Bachelor’s Degree in Finance, Economics, Accounting, Business Administration or equivalent

Job description

Job Summary

The position is primarily responsible for preparing and supervising the processing of various data to generate reports for the Exchange’s stakeholders. These reports include materials for senior management as well as correspondences with external parties within and outside the Philippines. The position is likewise expected to be involved in corporate and strategic planning as well as in managing the communication between the Exchange’s corporate management and its investors.

Job Description

I. Research

1. Prepares economic and industry studies relevant to the development of the capital markets and the Exchange.

2. Conducts market and sector studies for regular market index and classification updates.

3. Provides information and analysis on current market issues that may be needed by the Exchange and its clients.

4. Provides technical assistance in identifying and developing research initiatives for PSE activities.

5. Processes relevant market data to be used in developing reports and other activities of the Exchange.

6. Coordinates with other exchanges, advisory groups, networks and coalitions to strengthen information exchange with various market stakeholders.

7. Represents the PSE, together with the department head, in the working groups of various international organizations including but not limited to, the ASEAN Exchanges, the WFE and AOSEF.

8. Provides research and technical assistance as may be required to support the needs of the Office of the President or the Management.

9. Oversees and reviews the output of the Corporate Planning and Research Analyst.

II. Corporate Planning

1. Provides assistance in formulating, monitoring and updating the Exchange’s business plan, including the conduct of the annual business planning session as well as the presentation of the proposed budget to the PSE Board of Directors and its key committees.

2. Provides assistance in the regular conduct of performance reviews of the business plan.

3. Provides assistance in formulating the strategic agenda of the Exchange.

4. Coordinates with departments, other exchanges, advisory groups and networks to aid in planning and developing initiatives for PSE activities.

5. Provides research and analysis on best practices in business planning and current market issues that may be needed by the Exchange and its stakeholders.

6. Prepares presentation materials, reports, interview guides and surveys in relation to the Exchange’s business, including financial performance, to various stakeholders.

III. Investor Relations

1. Provides assistance in the development and implementation of an investor relations program/strategy for the Exchange.

2. Gathers and processes financial and operational data on the company, as well as other comparable companies in the industry, for use in developing investor relations materials.

3. Provides assistance to the Department Head and Management Committee in various shareholder engagement activities including, but not limited to, attending investor relations meetings and roadshows where PSE is a participant, preparation of minutes of investor calls, and development of materials for analyst briefings, investor calls, and other meetings or events relevant to investor relations.

4. Establishes and manages relationships with key PSE stakeholders including, but not limited to, institutional investors, fund managers, trading participants, and research analysts; and proactively updates them with relevant company information, disclosures, and other company developments.

5. Provides regular updates to the Department Head and Management Committee on the stock price movements of the company, including the impact of company-related or market-related news to the company’s stock price and liquidity.

6. Maintains a database of existing or potential PSE investors/shareholders, and ensures the information on these contacts are regularly updated.

7. Maintains the Exchange’s investor relations page, and ensures that key information and materials are updated in an accurate and timely manner.

Qualifications

• Education: Bachelor’s Degree in Finance, Economics, Accounting, Business Administration or equivalent

• Experience: At least three (3) to five (5) years of experience in research in the field of capital markets or finance, investor relations, corporate planning, or financial management

• Specific Knowledge: Corporate Planning, Technical Writing, Research

• Willing to work on-site (BGC, Taguig)