Research Associate

China Bank PH; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

China Bank Philippines invites a Research Associate to study Philippine equities, listed companies, and key industries, turning complex data into credible research for sound decisions. You will monitor local/global developments and assess impacts on firms and sectors, delivering timely insights and actionable recommendations.

You will build financial models, produce research reports, and present findings to stakeholders, collaborating across teams while growing market knowledge and communication

Qualifications

• Bachelor's degree in business, finance, economics, capital markets, or a related field.
• 1–3 years of relevant experience in equity research or related roles is preferred.
• Strong research, analytical, writing, and presentation abilities.
• Proficiency with MS Office, especially Excel.
• Familiarity with listed companies, industries, and market data sources is advantageous.
• Professional certifications (CFA CFA Level II) are a plus.

Responsibilities

• Conduct equity research and valuation of Philippine Exchange-listed companies and sectors.
• Analyze earnings, industry trends, economic developments, and regulatory issues.
• Develop and maintain financial models for forecasting and analysis.
• Produce investment research reports and quarterly updates.
• Prepare charts, presentations, and briefing materials.
• Present findings to internal stakeholders and clients.

Skills

Equity research

Financial analysis

Forecasting

Technical writing

Presentation skills

Education

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

Tools

Microsoft Excel

Job description

About You & the Role

You are curious about financial markets and enjoy turning complex information into clear, meaningful insights. As a Research Associate, you will study Philippine equities, listed companies, and key industries to develop timely, credible research that supports sound investment decisions. You will also monitor local and global developments and assess their potential impact on companies and sectors.

What You Will Be Doing

• Conduct equity research and valuation of Philippine Stock Exchange-listed companies, prospective listings, and relevant sectors.
• Analyze company earnings, industry trends, economic developments, and regulatory issues.
• Develop and maintain financial models for forecasting and analysis.
• Produce investment research reports, quarterly earnings updates, and thematic research pieces.
• Prepare charts, presentations, briefing materials, and other research outputs.
• Present research findings and respond to questions from internal stakeholders and clients.

What Success Looks Like

You will succeed in this role by:

• Delivering accurate, credible, and timely research.
• Providing well-supported investment recommendations.
• Building reliable financial forecasts and valuation models.
• Covering relevant companies, sectors, and market developments.
• Communicating insights clearly through reports, presentations, and briefings.
• Producing research that stakeholders find useful and actionable.

Qualifications

• Bachelor's degree in Business, Finance, Capital Markets, Economics, or a related field.
• Preferably with 1–3 years of relevant experience, including sell-side or buy-side equity research.
• Strong research, analytical, writing, and presentation skills.
• Proficiency in Microsoft Office, particularly Microsoft Excel.
• Interest in capital markets and finance; financial modeling experience is an advantage.
• Familiarity with listed companies, major industries, basic economics, and market data sources is preferred.
• A postgraduate degree, CFA qualification, CFA Level II completion, or other relevant professional certification is an advantage.
• Ability to work effectively both independently and collaboratively.

What You Can Expect Here

You will gain hands‑on experience in company analysis, equity valuation, financial modeling, and investment research. The role offers exposure to different areas of the bank, its affiliated companies, clients, regulators, media, and other financial institutions, giving you opportunities to deepen your market knowledge and strengthen your communication and analytical capabilities.