Research Associate

China Bank Group; Manila, Hinoba-an; On-site; PHP 600,000 - 900,000; Full time

Job summary

China Bank Group, Makati Head Office, Makati City, Metro Manila, Philippines, seeks a Research Analyst to conduct equity research, develop credible investment views on sectors and listed companies, and support reliable investment recommendations. You will build financial models, publish research reports and earnings analyses, prepare presentations, and collaborate with multiple bank units.

A Bachelor's degree in Business/Finance, CFA Level II passed or CFA preferred, and 1–3 years of relevant

Qualifications

• Bachelor's degree in Business, Finance, Capital Markets, or related field.
• CFA or TCP certifications preferred; CFA Level II passed.

Responsibilities

• Conduct equity research and valuation of sectors, PSE-listed companies, and prospective listed companies.
• Analyze regulatory, economic, and financial issues relevant to assigned sectors and companies.
• Publish research reports, including investment recommendation updates, earnings analyses, and thematic research papers.
• Develop and maintain financial models for forecasting and analysis.
• Prepare reports, presentations, charts, graphs, and briefing materials.
• Perform other duties assigned by the Department Head or Chief Economist.

Skills

Research skills

Analytical skills

Writing skills

Presentation skills

Equity research knowledge

Capital markets understanding

Education

Bachelor's degree in Business, Finance, Capital Markets, or related field

CFA Level II passed

CFA Level II preferred

Tools

MS Excel

MS Office

Job description

Makati Head Office, Bel-air, City Of Makati, Metro Manila, National Capital Region ( Ncr ), Philippines ..+ 1

4 - 5 Years

Permanent

Job Description

Job Purpose

The Research Analyst is responsible for conducting equity research and developing accurate, credible, and timely investment views on companies, sectors, and industries. The role supports the formulation of reliable investment recommendations and monitors local and global market developments affecting covered companies and industries. The analyst also produces thematic research reports as needed.

Key Responsibilities

• Conduct equity research and valuation of sectors, PSE-listed companies, and prospective listed companies.
• Analyze regulatory, economic, and financial issues relevant to assigned sectors and companies.
• Publish research reports, including investment recommendation updates, earnings analyses, and thematic research papers.
• Develop and maintain financial models for forecasting and analysis.
• Prepare reports, presentations, charts, graphs, and briefing materials.
• Perform other duties assigned by the Department Head or Chief Economist.

Key Performance Indicators (KPIs)

• Volume and quality of research reports produced.
• Number of sectors and companies covered.
• Number of presentations and briefings conducted or attended.
• Accuracy and performance of stock recommendations.
• Customer feedback on research outputs.

Qualifications

Education

• Bachelor's degree in Business, Finance, Capital Markets, or a related field.
• Professional certifications (e.g., CFA, TCP) preferred.
• Preferably passed CFA Level II.

Experience

• Preferably 1 to 3 years of relevant experience in buy-side or sell-side equity research.

Skills

• Strong research, analytical, writing, and presentation skills.
• Interest and aptitude for capital markets and finance.
• Financial modeling experience is an advantage.
• Proficiency in Microsoft Excel and other MS Office applications.
• Knowledge of equity research, listed companies, industries, and economics.
• Familiarity with industry data sources (e.g., BSP, DOE).
• Ability to work independently and as part of a team.

Key Stakeholders

The role collaborates with various bank units, including the Financial Markets Segment, Institutional Banking Segment, Wealth Management Group, Finance Segment, Retail Banking Business, Risk Management Group, Investor & Corporate Relations Group, Digital Banking Group, China Bank Securities Corp., China Bank Capital Corp., clients, regulators, media, and other institutions.

Job Snapshot

Updated Date

09-07-2026

Job ID

JOB_1487

Department

Research Department

Location

Location Makati Head Office, Bel-air, City Of Makati, Metro Manila, National Capital Region ( Ncr ), Philippines ..+ 1