Deal Manager - BDO Capital

BDO Unibank; Makati; On-site; PHP 1,800,000 - 3,200,000; Full time

Job summary

BDO Unibank is seeking a Deal Manager to lead execution of investment banking mandates, including IPOs, debt offerings, M&A, valuations, and advisory engagements. You will build complex financial models, drafts of pitch books, and coordinate with clients, regulators, legal counsels, and auditors to drive timely deal completion.

The role requires at least 5 years in investment banking or related fields, strong Excel/PowerPoint skills, and proficiency with Bloomberg, Capital IQ, or Refinitiv.

Qualifications

• Bachelor's degree in Finance, Economics, Accountancy, Business Administration, Management Engineering, or a related field.
• MBA, CFA, CPA, or equivalent professional qualifications are an advantage.
• At least 5 years of relevant experience in investment banking, corporate finance, capital markets, securities brokerage, valuation, or transaction advisory.
• Strong financial modeling, analytical, and valuation skills.
• Excellent project management and stakeholder management abilities.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with Bloomberg, Capital IQ, Refinitiv, or similar financial platforms is preferred.
• Must be amenable to work onsite and be assigned to Makati or Ortigas.

Responsibilities

• Execute investment banking transactions, including IPOs, follow-on and rights offerings, debt capital market transactions, syndicated loans, project finance, M&A, and financial advisory engagements.
• Prepare financial models, valuations, pitch books, presentations, and other transaction-related materials.
• Coordinate with clients, regulators, legal counsels, auditors, and other stakeholders to support successful deal execution.
• Manage transaction timelines, deliverables, and key milestones to ensure timely completion.
• Conduct financial, industry, and market analyses to support transaction recommendations.
• Build and maintain client relationships while supporting business development and origination activities.
• Assist in preparing client proposals, marketing presentations, and other business development materials.
• Ensure compliance with regulatory requirements and internal policies throughout the transaction lifecycle.

Skills

Deal execution

Financial modeling

Valuation

Stakeholder management

Project management

Excel (Advanced)

Education

Bachelor's degree in Finance / Economics / Accounting / Business Administration

MBA / CFA / CPA or equivalent advantageous

Tools

Bloomberg

Capital IQ

Refinitiv

PowerPoint

Job description

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.

Job Summary

The Deal Manager is responsible for the execution and management of investment banking transactions, including debt and equity capital raising, mergers and acquisitions (M&A), valuations, and financial advisory engagements. The role involves financial analysis, transaction execution, stakeholder coordination, project management, and client relationship management to ensure the successful delivery of mandates.

Key Responsibilities:

• Execute investment banking transactions, including IPOs, follow-on and rights offerings, debt capital market transactions, syndicated loans, project finance, M&A, and financial advisory engagements.


• Prepare financial models, valuations, pitch books, presentations, and other transaction-related materials.


• Coordinate with clients, regulators, legal counsels, auditors, and other stakeholders to support successful deal execution.


• Manage transaction timelines, deliverables, and key milestones to ensure timely completion.


• Conduct financial, industry, and market analyses to support transaction recommendations.


• Build and maintain client relationships while supporting business development and origination activities.


• Assist in preparing client proposals, marketing presentations, and other business development materials.


• Ensure compliance with regulatory requirements and internal policies throughout the transaction lifecycle.

Qualifications:

• Bachelor's degree in Finance, Economics, Accountancy, Business Administration, Management Engineering, or a related field.


• Strong academic credentials; MBA, CFA, CPA, or equivalent professional qualifications are an advantage.


• At least 5 years of relevant experience in investment banking, corporate finance, capital markets, securities brokerage, valuation, or transaction advisory.


• Strong financial modeling, analytical, and valuation skills.


• Excellent project management and stakeholder management abilities.


• Advanced proficiency in Microsoft Excel and PowerPoint.


• Experience with Bloomberg, Capital IQ, Refinitiv, or similar financial platforms is preferred.


• Must be amenable to work onsite and be assigned to Makati or Ortigas.