Investment Analyst

Circa Logica Group; Pampanga; On-site; PHP 700,000 - 1,300,000; Full time

Benefits offered by this job

Competitive salary and benefits package

Opportunities for professional development

Collaborative work environment

Job summary

A financial services company in the Philippines seeks an experienced Investment Relations Officer to manage relationships with investors and regulatory bodies. The role involves compliance with SEC and BOI mandates, effective communication with stakeholders, and the preparation of financial reports. The ideal candidate has extensive experience in investor relations and regulatory compliance, holds a CPA, and possesses strong analytical skills.

Qualifications

• At least 5 years of related experience as Department Manager.
• At least 10 years of related experience as General Manager.
• Strong communication and presentation skills.
• Proficiency with financial reporting software and MS Office.

Responsibilities

• Prepare and update information about SEC compliance.
• Develop and implement investor relations strategy.
• Prepare financial reports for analysts and investors.
• Coordinate with the legal team for regulatory compliance.

Skills

Financial markets understanding

Regulatory compliance

Investor relations

Communication skills

Analytical skills

Education

Certified Public Accountant (CPA)

Bachelor's degree in related field

Tools

MS Office

Financial reporting software

Job description

Overview

Job Summary: We are seeking a dedicated and knowledgeable Investment Relations Officer to manage and enhance our company’s relationships with investors and regulatory bodies. This role involves preparing and updating information regarding regulatory and investor relations obligations.

Responsibilities

Regulatory Compliance

• Prepare and update information about the Securities and Exchange Commission (SEC) related to the company.
• Ensure compliance with the Bureau of Investments (BOI) mandates related to the company.

Investor Relations

• Develop and implement an investor relations plan and strategy.
• Communicate with shareholders and potential investors to provide information about the company’s financial performance and prospects.
• Manage the production of all annual reports, SEC filings, and other financial reports.
• Organize and lead investor meetings, roadshows, and other investor relations events.

Financial Reporting

• Prepare and present financial information to analysts, investors, and company executives.
• Monitor changes in the ownership of the company’s stock and report on investor sentiment and market trends.

Collaboration

• Work closely with the legal team to ensure compliance with SEC and BOI regulatory requirements.
• Coordinate with the Finance & Accounting Department on financial disclosures and reporting.

Education

• Certified Public Accountant (CPA).
• Applicants with strong related experience in the job description can be considered with a bachelor’s degree.

Experience

• Department Manager: At least 5 years of related experience.
• General Manager: At least 10 years of related experience.

Skills

• Strong understanding of financial markets, regulatory compliance, and investor relations.
• Excellent communication and presentation skills.
• Proficiency in MS Office and financial reporting software.
• Strong analytical and problem-solving abilities.

Preferred Qualifications

• Experience in a public company or similar environment.
• Knowledge of local regulations and industry standards in the Philippines.
• Proficiency in speaking and writing in both English and Filipino.

Benefits

• Competitive salary and benefits package.
• Opportunities for professional development and career growth.
• Collaborative and inclusive work environment.