Senior Industry Research and Corporate Planning Officer

BDO Unibank; Philippines; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

BDO Unibank, Inc. is the Philippines’ leading full-service bank, delivering a wide range of banking and digital services. The Industry Research Officer will analyze banking industry data and trends from regulators to support Investor Relations and internal competitive analysis.

The role reports to the Head of Industry Research and requires onsite work in Makati or Ortigas. The position emphasizes data-driven analysis, financial statement scrutiny, and clear communication with stakeholders across

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• CPA preferred.
• At least 5 years of banking or financial services experience.
• Experience in Corporate Planning, Trust Banking, Investor Relations, Research, or FP&A.

Responsibilities

• Manages collation and analysis of financial statements from banks’ quarterly/annual SEC reports and other sources to evaluate industry trends and BDO’s performance versus peers.
• Prepares analysis of comparative market valuation of the Bank versus peer banks.
• Oversees compilation of published statements of condition and related data to determine BDO’s industry ranking by key balance sheet metrics.
• Prepares industry reports for presentation to the Board of Directors and posting to the Bank’s website.

Skills

Financial modeling

Financial statement analysis

Business writing

Presentation skills

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

CPA preferred

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

Reporting to the Head of Industry Research, the Industry Research Officer is responsible for analyzing and providing banking industry data based on banks’ financial statements and data from the Bangko Sentral ng Pilipinas and other regulatory bodies to determine industry trends, BDO’s industry position and performance vis‑to‑peer banks. The analysis and data produced will serve as inputs for use by the Investor Relations function, internal competitive analysis, and other needs of the Group.

Key Responsibilities:

Periodic Analysis of the Performance of BDO vs Peer Banks and the Rest of the Industry

• Manages collation and analysis of financial statements from banks’ quarterly/annual SEC reports, as well as additional information from other banks, brokers’ reports, press releases and other sources to evaluate industry trends and BDO’s performance versus its peers and the rest of the industry.
• Manages preparation and analysis of comparative market valuation of the Bank versus peer banks.
• Oversees compilation of published statements of condition of universal and commercial banks as well as non‑financial information (e.g. number of branches) from other sources to determine BDO’s industry ranking in terms of key balance sheet accounts, branch and ATM Network.
• Preparation of industry reports for presentation to the Board of Directors and Mancom, as well as for posting to the Bank’s website.

BDO Info Sheet and Internal Template

• Collation of data from various units to get all the information requirements and verifies accuracy of data.
• Compilation of data for the BDO Info Sheet for dissemination to banking analysts and internal recipients.

IR Support and Other Functions

• Prepares presentation materials for the annual officers meeting, annual stockholders meeting, BSP visitation and inputs for investor meetings as necessary.
• Analyzes data/information obtained from other units of the Bank and provides inputs to the Investor Relations Unit to address queries of analysts, investors, rating agencies and other parties.
• Performs other related functions that may be assigned from time to time.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• CPA preferred
• At least 5 years of banking or financial services experience
• Experience in Corporate Planning, Trust Banking, Investor Relations, Research, or FP&A
• Strong financial modeling and financial statement analysis skills
• Excellent business writing and presentation skills
• Must be amenable to working onsite and be assigned to Makati or Ortigas