About this role
BDO Securities- Research Analyst (Equities)
The Research Group supports BDO’s securities, private banking, investment banking, and treasury businesses by providing timely and relevant insights to investors, institutions, and corporations.
The Research Analyst is responsible for preparing equity research reports that offer actionable investment ideas and for assisting in marketing activities for institutional and retail clients, in compliance with industry regulations and internal standards.
Responsibilities:
- Conduct fundamental analysis of stocks and other securities to assess investment suitability. This includes reviewing financial statements, building financial models, performing sector comparisons, and analyzing industry and macroeconomic trends.
- Monitor industry developments and economic indicators through public sources, company interviews, and third-party checks.
- Prepare written research reports and communicate investment recommendations clearly and accurately.
- Maintain updated documentation of reports, models, and databases to support the research function.
- Assist in preparing regular market and equity presentations for retail and institutional clients.
- Participate in marketing activities in support of BDO’s businesses, ensuring adherence to regulatory and compliance requirements.
Qualifications:
- Bachelor’s degree in Accounting, Business Management, Economics, Financial Mathematics, or a related field.
- Experience in financial analysis, investment research, or data mining is an advantage.
- Strong analytical skills and proficiency in MS Excel, Word, and PowerPoint.
- Excellent oral and written communication skills.
- Background in brokerage operations, trust administration, or wealth management within a banking environment is highly desirable.
- Professional certifications such as CFA Level 1 or Trust Officer accreditation are an advantage
- Candidates with prior exposure brokerage or trust units of banks will have an advantage.
The candidate must be willing to work onsite in Ortigas.
BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.
Other facts
About BDO Unibank
BDO is a full-service universal bank in the Philippines. It provides a complete array of industry-leading products and services including Lending (corporate and consumer), Deposit-taking, Foreign Exchange, Brokering, Trust and Investments, Credit Cards, Corporate Cash Management, and Remittances in the Philippines. Through its local subsidiaries, the Bank offers Leasing and Financing, Investment Banking, Private Banking, Rural Banking, Life Insurance, Insurance Brokerage, and Stock Brokerage services.
BDO's institutional strengths and value-added products and services hold the key to its successful business relationships with customers. Its branches remain at the forefront of setting high standards as a sales- and service-oriented, customer-focused force. BDO has one of the largest distribution networks, with more than 1,600 operating branches and over 4,500 ATMs nationwide.
Through selective acquisitions and organic growth, BDO has positioned itself for increased balance sheet strength and continuing expansion into new markets. As of 30 June 2022, BDO is the country's largest bank in terms of total resources, customer loans, deposits, and assets under management.
BDO is a publicly listed company (PLC), with its shares currently being traded at the Philippine Stock Exchange under the symbol “BDO”.
BDO Unibank is regulated by the Banko Sentral ng Pilipinas. https://www.bsp.gov.ph
For concerns, please visit any BDO branch near you or reach us through any of the channels listed in the Consumer Assistance page of our website: https://www.bdo.com.ph/consumer-assistance.
Deposits are insured by PDIC up to P1 Million per depositor.
The BDO, BDO Unibank and other BDO-related trademarks are owned by BDO Unibank, Inc. All Rights Reserved.
What you'll do
- The Research Analyst is responsible for preparing equity research reports and assisting in marketing activities for clients. This includes conducting fundamental analysis and monitoring industry developments.
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