Investor Relations Officer

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking an Investor Relations Officer in Manila to communicate the bank's financial and strategic performance to local and foreign investors, rating agencies, analysts, and regulators. The role emphasizes accuracy, timely reporting, and meaningful IR materials.

The successful candidate will prepare regulatory disclosures, assist in annual reports and stockholder meetings, and support strategic due diligence and data provision for product issuances, while

Qualifications

• At least 1 year experience in financial services or banking.
• Bachelor's degree in accounting, finance, banking, economics or business-related field.
• Knowledge of BSP, SEC, BIR regulations and corporate finance basics.
• Experience with financial spreadsheets, modeling and forecasting.
• Excellent written and oral communication and presentation skills.
• Background in financial analysis and process improvement.
• Strong time management and administrative skills.

Responsibilities

• Prepare investor relations materials and engage with investors, rating agencies, and analysts.
• Submit regulatory disclosures to SEC, BSP, PSE, PDEX, and SGX; address regulator queries.
• Assist in annual reports, ASM decks, and data gathering for reports.
• Support due diligence and data provision for product issuances and strategic reviews.
• Monitor inactive subsidiaries for dissolution and coordinate related requirements.
• Assist ORM, RMO, compliance, audits, budgeting and expense payments.
• Enhance databases containing IR data and ensure accuracy across sources.
• Integrate sustainability and customer focus into investor relations duties.

Skills

Investor relations

Financial analysis

Regulatory understanding

Communication skills

Project coordination

Education

Bachelor's degree in accounting/finance/economics/business

Tools

Excel

Job description

Job Description:

The Investor Relations Officer is primarily responsible for communicating to local and foreign investors/shareholders, credit rating agencies, financial and equity analysts, and select regulatory agencies the strength of the Bank in terms of financial and operating performance, strategic imperatives, achievements, and new initiatives, with the end objective of further improving its credit rating, and the value of its share price.

In addition, this position is also responsible for providing assistance in the preparation of timely, accurate, and meaningful investor relations-related reports and materials required for investor and management decision making, respectively.

Responsibilities

• Investor Relations Materials and Engagement: Preparation of materials and analysis for IR activities; IR communication requirements; website maintenance, correspondence with peer banks.


• Regulatory and Industry Reports: Preparation and submission of regulatory disclosures to SEC, BSP, PSE, PDEX, & SGX, and other regulators; attending to regulator queries; preparation of competitive reports and analysis, preparation and analysis of analyst reports for senior management.


• Annual Report & ASM: Assist / support officer for the annual stockholders' meeting as part of the Ayala Group; prepare ASM deck; lead data gathering for the annual/integrated report, update of write-ups, and other requirements.


• Strategic Projects: Preparation of requirements/presentation for annual credit rating reviews; preparation of due diligence requirements (i.e., OC, DDQ, FAQs, Deck, etc.) and attend to any queries/provide data in relation to product issuances; ad hoc studies as requested by senior management.


• Subsidiary Management: Monitor status of inactive subsidiaries subject for dissolution/management's decision; part of working group that coordinates and prepares the requirements for dissolution


• Compliance & Admin: ORM, RMO, Compliance, Audit-related tasks; Corporate giveaways; Training; prepare department budget and expense payments.


• Database Enhancement: Continuous improvement of databases containing current and accurate internal, industry, peer banks, and other relevant investor relations data


• Integrate sustainability and customer obsession in performing Investor Relations responsibilities

Qualifications

• At least 1 year experience in the Financial Services Industry, Banking or other relevant/similar role/ industry


• Has a bachelor’s degree in accounting, Finance, Banking, Economics or Business-related course


• Knowledgeable in Basic accounting regulations BSP, SEC, BIR regulations, Corporate Finance skills, Basic organizational compliance and administrative policies and procedures


• Experienced in Financial spreadsheets/ modeling/ simulations/ forecasting


• Excellent written and oral communication and presentation skills


• Background in financial analysis, process improvements,


• Strong time management with basic operational and administrative skills