Unicapital, Inc. is a duly licensed, full-service investment house that aims to provide the widest array of efficient finance and investment banking-related product lines. With the support of its two subsidiaries, Unicapital Finance and Investments, Inc. and Unicapital Securities, Inc., it aims to be the leading independent financial services provider by 2015.

The company has a broad range of investment banking services to cater to its clients' needs. Institutions of all sizes from different industries can take advantage of Unicapital's expertise in managing equity capitals.

Unicapital Finance and Investments, Inc. is a duly registered finance company that provides credit to emerging small and medium sized corporations. It also provides salary loans and personal loans to retail clients.

Unicapital Securities, Inc. is a leading full service securities brokerage registered with the Philippines Securities and Exchange Commission and a member of the Philippine Stock Exchange. It was established for the primary purpose of selling and dealing of Philippine equity securities. The company is an active member of the Philippine Association of Securities Brokers and Dealers.

Unicapital Group

Main Responsibilties:

Assist the Investment Banking Head and/or the Senior Investment Banking Officer in the identification, origination, execution, and syndication of assigned Investment Banking transactions.

Duties and Responsibilities:

<ul>
	<li>Perform detailed financial analysis, financial modeling, and valuation of subject companies and transactions; and present findings and recommendations.</li>
	<li>Conduct industry, market, and company-specific research and analysis.</li>
	<li>Prepare deal marketing documents such as pitch books, teasers, confidential information memorandums, and management and investor presentations.</li>
	<li>Deliver clear and compelling presentations to clients, investors, and internal stakeholders.</li>
	<li>Participate in client/ investor meetings, due diligence, and the preparation, review, and execution of transaction documents in coordination with clients, legal advisors, and other stakeholders.</li>
	<li>Ensure deal compliance with regulatory requirements and internal policies.</li>
	<li>Manage multiple projects simultaneously and meet tight deadlines.</li>
	<li>Assist in the preparation of internal reports and presentations, and management of internal client/ transaction files.</li>
	<li>Collaborate with other departments to support business development efforts.</li>
	<li>Other tasks that may be assigned from time to time that will support organizational goals and objectives.</li>
</ul>

Investment Banking Associate

The Ateneo de Manila University (Ateneo) is one of the leading universities in the Philippines. More than 150 years in existence, the Ateneo has grown into a major Jesuit institution. Officially it became a university in 1959. It offers over 100 academic degree programmes. 

Ateneo offers Basic Education (Grade School, Junior and Senior High School). In addition, the Loyola Schools (college) is made up of four schools (Social Sciences; Humanities; Science and Engineering; and Management) that offer graduate and undergraduate degrees, with a total enrolment of about 10,000 students per year. The Ateneo has 4 professional schools located in 3 campuses in Quezon City, Makati City and Pasig City (Business; Government; Law; and Medicine and Public Health), with about 4,000 professional postgraduate students. 

It has an array of research centres, 11 of which are recognized as Centres of Excellence by the Philippine Commission on Higher Education. In addition to a European Studies Programme, it has a Centre for Asian Studies that fosters comparative research on East and Southeast Asia. 

The Ateneo has 207 partnerships with universities around the world (82 in Europe, 87 in Asia, 11 in Australia and New Zealand, and 27 in North and South America) and is a member of the ASEAN Universities Network and 3 other international university networks. The Ateneo’s Rizal Library is the most advanced in the Philippines with over 307,000 titles in its collection and online access to most major academic journals.

Ateneo de Manila University

Under the supervision of the Investment Director, the Investment Head monitors the current investment portfolios of the University, ensuring its adherence to the investment policies and financial risk management guidelines, and executing short-term investments. The position also serves as the liaison between the University and the external investment partners.

Main Duties and Responsibilities:

Management of Investment Portfolios

<ul>
	<li>Provides regular performance reports about investment matters needed for decision-making.
	<ul style="list-style-type: circle;">
		<li>Tracks, records, analyzes and reports the performance of the investment portfolios.</li>
		<li>Computes and analyzes the performance of the benchmarks and the individual portfolios’ returns generated by the portfolio managers.</li>
		<li>Identifies potential risk areas and provides recommendations on how to address current and emerging concerns.</li>
		<li>Provides recommendations to balance the liquidity requirements of the University and the attainment of investment goals.</li>
	</ul>
	</li>
	<li>Maintains data on benchmark performance and fund performance, ensuring that information is available to provide an accurate and up-to-date picture of the University’s investment status.
	<ul style="list-style-type: circle;">
		<li>Monitors the domestic and foreign portfolio managers’ adherence to portfolio guidelines and investment instructions, observance of asset allocation limits and allowed ranges, and compliance with the benchmarks of portfolios with discretionary mandates, such as Ateneo Consolidated Fund (i.e., ADMU and the other Ateneo schools), ADMU Retirement Fund, ADMU Fiduciary accounts; Ateneo Scholarship Foundation, Inc., and Jesuit Philippine Province portfolios (Isabela Cultural Corp.); and brokerage (directional) mandates, such as Ateneo Consolidated Fund, ADMU Retirement Fund, Ateneo Scholarship Foundation, Inc., and Jesuit Philippine Province.</li>
		<li>Monitors the credit and investment exposures of the portfolios to stay within approved limits.</li>
		<li>Monitors the investment performance of the various portfolios, whether discretionary mandate or brokerage (directional) mandate, vs. portfolio benchmarks.</li>
	</ul>
	</li>
	<li>Prepares the written instructions, for the signature of the authorized signatories, regarding the implementation of investment strategies.</li>
	<li>Recommends participating in new issues of discretionary asset classes and allocates the amount of participation among the various accounts.</li>
	<li>Prepares and/or reviews the Powerpoint presentation material on investment performance presented to the relevant committees of the Ateneo Consolidated Fund, ADMU Retirement Fund, ADMU Fiduciary accounts, Ateneo Scholarship Foundation, Inc., and Jesuit Philippine Province.</li>
	<li>Prepares financial models regarding the University’s future plans and projects, under the direction of the VP for Finance / Treasurer.</li>
	<li>Attends to the account update documentation of the investment accounts.</li>
	<li>Serves as the point person between the University and the portfolio managers in arranging and scheduling the regular portfolio review meetings.</li>
</ul>

Investment Opportunites

<ul>
	<li>Sources and evaluates investment opportunities, including those referred/proposed to the University by the portfolio managers, and makes the necessary recommendations.</li>
	<li>Prepares recommendations to establish credit or investment limits for new issuers, or increase the credit or investment limits of existing issuers.</li>
</ul>

Performs other duties that may be assigned by the immediate supervisor/s or by the Vice President for Finance and Treasurer

Investment Head

PRU LIFE UK is part of Prudential PLC one of the world's oldest, largest and strongest financial and insurance company. Recognized by the Department of Finance - Insurance Commission, PRU LIFE UK is the pioneer of the unit-linked insurance in the Philippines (2002). 

Golden Empire Summit Life Insurance Agency under Alexandrite 2 district is the top and leading group in PRU LIFE UK nationwide and is the home of achievers. We welcome experienced and young professionals coming from various industries. We provide the best trainings and seminars to equip our financial consultants the best knowledge to guide them through a successful career.

Join us today and discover your potential in this career.

Golden Empire Summit Life Insurance Agency (GESLIA Pru Life UK)

Responsibilities

<ul>
	<li>Recommend solutions to clients in order to achieve their financial objectives (medium to long term investments, protection, education funding, retirement funding, estate planning, etc)</li>
	<li>Guide existing clients in making wise financial decisions across different life stages</li>
	<li>Develop business by acquiring and building individual and corporate clienteles</li>
	<li>Manage, develop, and train a group of financial consultants. 
	 </li>
</ul>

Benefits and rewards

<ul>
	<li>Work-from-home setup</li>
	<li>Time
	<ul>
		<li>Time flexibility and work-life balance</li>
		<li>Work anytime, anywhere</li>
	</ul>
	</li>
	<li>Income stability by having multiple sources of income
	<ul>
		<li>Enjoy weekly income, quarterly bonus and cash incentives</li>
		<li>HMO and Group Life Insurance benefits</li>
		<li>Employer-matched savings and retirement plan</li>
	</ul>
	</li>
	<li>Purpose
	<ul>
		<li>Career with a mission - we help increase financial literacy and prevent financial tragedies</li>
		<li>Make a positive impact</li>
	</ul>
	</li>
	<li>Travel
	<ul>
		<li>Local and international travel incentive</li>
		<li>All expense-paid luxury travels (Hawaii, Slovenia, Hungary, New Zealand, China and many more)</li>
	</ul>
	</li>
	<li>Career and Personal Development
	<ul>
		<li>Fast-paced promotion and career development (become a manager as early as 6 months)</li>
		<li>Strong support and mentoring system</li>
		<li>Cultivate your entrepreneural aspirations</li>
	</ul>
	</li>
</ul>

Financial and Investment Advisor | Work From Home

The UP Career Assistance Program (UP CAP) is UP Diliman's premier career development partner, dedicated to supporting every undergraduate student in their journey toward career success. With a strong focus on business and economics-related opportunities, we equip students with the resources and guidance they need to make informed career choices and take the next step in their professional journey.

As part of our commitment to career development, we are glad to present the UP CAP’s Career Fair, the largest university-wide career fair of UP Diliman and the largest student-run career fair in the country that services over 3,000 students from different colleges and universities year after year. 

This year, we're thrilled to offer even more opportunities, with an expanded fair and enhanced events designed to guide students toward their dream careers. Cater to students at all stages of their career journey – from freshmen exploring different career paths to seniors looking to land a full-time job. Each phase of Career Fair targets a different type of student: 

1) Industry Talks (Mobile) for students interested in gaining deeper insights into specific fields, 
2) Company Conventions (Online) for 3rd or 4th year students seeking internships and employment, and 
3) Company Booths (On-site) for students ready to apply for jobs and seek one-on-one discussions with company representatives.

Schedule of Events
🌌 𝗠𝗼𝗯𝗶𝗹𝗲 𝗖𝗮𝗿𝗲𝗲𝗿 𝗙𝗮𝗶𝗿: 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝘁𝗮𝗹𝗸𝘀 𝘄𝗶𝘁𝗵 𝗨𝗣𝗖𝗚, 𝗨𝗣 𝗝𝗙𝗔, 𝗔𝗖𝗠𝗘, 𝗮𝗻𝗱 𝗦𝗧𝗔𝗧𝗜𝗦𝗧𝗜𝗖𝗦 𝗦𝗖
February 17 (Monday) to 19 (Wednesday)

🌌 𝗢𝗻𝗹𝗶𝗻𝗲 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗖𝗼𝗻𝘃𝗲𝗻𝘁𝗶𝗼𝗻𝘀
Zoom
February 20 (Thursday) → Employment opportunities and more
February 21 (Friday) → Internships, training programs, and more

🌌 𝗢𝗻𝘀𝗶𝘁𝗲 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗕𝗼𝗼𝘁𝗵𝘀
Ang Bahay ng Alumni, UP Diliman
February 26 (Wednesday) to 28 (Friday)

📌 𝗥𝗦𝗩𝗣 𝗡𝗢𝗪: https://bit.ly/CareerFair2025RSVP
The UP CAP Career Fair 2025 is open to ALL undergraduate students in the Philippines and is completely FREE of charge. 

 UPCAP Career Fair 2025

Kickstart Ventures is a Corporate Venture Capital firm and a wholly-owned subsidiary of Globe Telecom, the Philippines’ leading mobile operator. 

Kickstart invests in early- to early-growth stage tech startups globally, and serves as an advisor to the Ayala Corporation Technology Innovation Venture Fund (“ACTIVE Fund”) established by AC Ventures together with various Ayala group business units.

Kickstart Ventures, Inc. 

We seek interns for our full-time 3 month program. Interns will support the 
investment team in 

<ul>
	<li>screening and evaluating high potential startups, </li>
	<li>conducting due diligence and deal</li>
	<li>execution, and </li>
	<li>conducting industry and company-specific research. </li>
</ul>

Responsibilities for the intern include:

 
● Join and support pitch meetings with startups 
● Conduct company and industry research for pipeline development 
● Identify and prepare comparable companies and precedent transactions 
● Assist in developing financial models 
 
Expectations: 
● Demonstrated passion for investing, technology and startups 
● Excellent analytical, research and organizational skills 
● Strong written and oral communication skills 
● Proficiency in Microsoft Office (Excel, PowerPoint, Word) and Google Suite (Sheets, Slides, Docs)

Investments Fellow Intern

Going Further For You.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

At EastWest, we empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiatives. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

For 30 years, EastWest has emerged as one of the most consumer-focused universal banks in the Philippines. EastWest is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.		

East West Banking Corporation

As an Accounts Associate, you'll set up credit facilities, accurately manage loan details in the T24 system, and oversee daily transactions like collections and renewals. Your role includes preparing key documents, assisting in credit facility renewals, and managing client relationships, with a focus on encouraging credit facility usage and other basic deposit products. 
 
As you take care of our clients, EastWest bank will take care of your goals.

Account Associate

We are looking for an experienced professional to join us in BGC Taguig as a Branch Operations Associate. 
 
In this role of Branch Operations Associate at EastWest, being careful and detail-oriented is key. You'll be in charge of carefully checking cash balances and going over transaction papers to make sure our financial dealings are spot-on and trustworthy. Your sharp eye for detail helps keep our operations running smoothly and reliably.

<ul>
	<li>Compares system-generated reports with actual cash balance reports of assigned stores, ensuring accuracy and consistency.</li>
	<li>Conducts thorough checks of the actual count of the stores transaction documents against system count per generated reports.</li>
	<li>Performs vouching of transaction machine validation against transaction details, ensuring all transactions are accurate and valid.</li>
	<li>Emails mis-posted, transactions, and other exception items to the Stores and AOO for proper disposition, ensuring effective communication and prompt correction of discrepancies.</li>
	<li>Executes proper filing protocols for all transaction documents, maintaining an organized and accessible filing system.</li>
	<li>Submits exceptions noted within the prescribed Turn Around Time (TAT) to Service Managers and AOO per Store, ensuring timely communication and action for exceptions.</li>
	<li>Coordinates and submits outstanding monthly exceptions noted per Cluster to the Branch Support Department for aging/rating and dissemination to designated RBG Heads.</li>
	<li>Diligently counterchecks regularized transaction documents against exceptions noted and files accordingly.</li>
	<li>Manages and handles the outward clearing of checks in CICs, ensuring accurate and secure handling of checks for clearing processes.</li>
</ul>

Bank Operations Associate

Key Responsibilities:

<ul>
	<li>Conduct regular spot audits of units specified in the department’s annual audit work plan.</li>
	<li>Perform special fraud investigations as assigned by the Section or Department Head.</li>
	<li>Ensure audit reviews and processes adhere to established internal auditing standards, including the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing.</li>
	<li>Comply with supplemental standards issued by regulatory authorities/government agencies and the relevant code of ethics.</li>
</ul>

Audit Specialist

The Management Trainee Program is an immersive full-time training program designed to develop high-potential individuals into future leaders of the company. This program includes a combination of online courses, classroom sessions, assessments, revalida, one-on-one coaching, and on-the-job training. Upon successful completion, trainees will transition into full-time roles with significant career growth potential.

Relationship Management

Performance Management and Coaching

Change Management

Analyzing Data

Complex Problem-Solving

Management Trainee

Our Compliance team is looking for experienced professionals to join us in Makati with the role of Compliance Associate. 
 
As a Compliance Associate, you will oversee and provide dedicated administrative support to the Chief Compliance Officer, Head of Compliance Assurance, Anti-Money Laundering (AML) Compliance, and Regulatory Compliance and Governance, ensuring seamless operations and adherence to the highest standards.

<ul>
	<li>Assist with logistics for the BSP Examination, BCO and DBCO quarterly meetings, and Division meetings.</li>
	<li>Maintain an organized file of correspondence with regulators and customer complaints and monitors the timely submission of replies to complaints/requests directed to the BSP.</li>
	<li>Assist Compliance Officers in monitoring unit responses to BSP issuances and maintains correspondence records from BSP, PDIC, SEC and other regulatory agencies.</li>
	<li>Prepare and finalize the RCL. Consult the AML Compliance Officer with Suspicious Transaction Reporting</li>
	<li>Maintain the tracking of the Divisions SLAs with its customers</li>
</ul>

Compliance Associate

Security Bank is one of the Philippines’ best-capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE: SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. 

 We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance. 

 Most recently, we ranked #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list. 

 At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”
Start your BetterBankingcareer with us today. 

 For the complete list of Security Bank's awards, you may visit: https://www.securitybank.com/about-us/awards/

Security Bank

About the Role

As an Enterprise Risk Specialist/Credit Assistant, you are responsible to evaluate the borrowers or potential borrowers of the banks according to the inherent risks and opportunities that the Bank may be able to undertake. Also, recommends the appropriate facilities with mitigants in place to safeguard the interest of the Bank.

How you will contribute

<ul>
	<li>Conducts interviews and ocular inspections with the client to determine the risk profile of the borrower/ client.</li>
	<li>Prepares credit proposal with all the information gathered and internal tools.M.</li>
	<li>Presents the credit proposal to aid the team in achieving its goals. Prepares financial analysis based on the data gathered to determine the capacity of the client to pay.</li>
	<li>Keeps updated with the credit policy manual/risk bulletins to ensure compliance with Bank's credit policies as well as other governing policies.</li>
	<li>Collaborates with Relationship Managers in the loan packaging while identifying credit risk and acceptable mitigants for recommendation to approvers.</li>
	<li>Plans interim extension/client calls or information gathering such as bank checkings, appraisals, etc in advance to ensure renewal is on time and to avoid expired lines.</li>
</ul>

Enterprise Risk Specialist

We are a global bank connecting corporate, institutional and affluent clients to a network that offers unique access to sustainable growth opportunities across Asia, Africa and the Middle East.	

Standard Chartered Bank

Globally, Corporate and Financial Institutions Coverage is part of our Corporate and Investment Banking (CIB) function, and is responsible for managing and developing our client relationships. We work across the global network together with our product partners to deliver working capital, financing, trade, cash and financial markets solutions for our clients. The solutions cover a wide range of products and services from sustainable trade finance, to credit derivatives and mergers and acquisitions (M&amp;A) advisory. 

Our Corporate and Financial Institutions Coverage team are an essential component of our customer experience, guiding clients through our products and solutions and they work closely with our product partners, internal specialist teams and stakeholders throughout. 
 
Corporate &amp; Investment Banking (CIB) at Standard Chartered Bank gives you the opportunity to be more. You can be more innovative, empowered, and impactful and take your career as far as you want it to go. We’re a place where ambition meets impact, which means you’ll be able to work on challenging projects, learn new skills and make a meaningful difference to the world. 
 
Our interns will work either with our Credit Analysts or with our team of Relationship Managers.

About the Internship Programme 

 
Our 10-week Internship Programme gives you the opportunity to gain first-hand experience working on real-world problems, hone your skills, create lasting relationships, gain insights, and discover your strengths. Throughout the programme, you'll acquire the skills for immediate success, as well as understand what's required for the future as our industry and your career evolve. A strong performance on the programme could lead to a graduate job offer. 
 
Your programme will also include: 
 
• A one-day orientation introduces you to the Bank and your fellow interns  
• Four days of classroom instruction to learn more about our products, our business, and our bankers  
• On-the-job training and technical seminars to support your learning  
• Performance reviews and support of managers, mentors, and buddies   
• Presentations by senior management (speaker series) and engagement with executive management  
• Networking within the CIB business function and across divisions  
• Engaging in community service

Coverage Intern

Our Markets business is part of our Corporate and Investment Banking (CIB) function. We provide clients with risk management, financing and investment expertise, through bespoke solutions across asset classes and building trusted relationships in various industries and sectors. 
 
We provide clients with an in-depth knowledge of local markets as well as our global product expertise to offer the best financial solutions. We also offer access to a wide range of currency markets, local market information, efficient risk management strategies, and capital raising as well as liquidity management solutions for our clients. 
 
Corporate &amp; Investment Banking (CIB) at Standard Chartered Bank gives you the opportunity to be more. You can be more innovative, empowered, and impactful and take your career as far as you want it to go. We’re a place where ambition meets impact, which means you’ll be able to work on challenging projects, learn new skills and make a meaningful difference to the world.

 
We support local and large corporations, governments, banks and investors with their transaction banking, financial markets and borrowing needs. 
 
We provide solutions to more than 20,000 clients in some of the world’s fastest-growing economies and most active trade corridors. Our clients operate or invest across 50 markets across the globe. 
 
Our strong and deep local presence enables us to help co-create bespoke financing solutions and connect our clients multilaterally to investors, suppliers, buyers and sellers. 
 
Our products and services enable our clients to move capital, manage risk and invest to create wealth. Our clients represent a large and important part of the economies we serve. CIB is at the heart of the Group’s purpose to drive commerce and prosperity through our unique diversity. 
 
About the programme 
Our 10-week Internship Programme gives you the opportunity to gain first-hand experience working on real-world problems, hone your skills, create lasting relationships, gain insights, and discover your strengths. Throughout the programme, you'll acquire the skills for immediate success, as well as understand what's required for the future as our industry and your career evolve. A strong performance on the programme could lead to a graduate job offer.

 
What you’ll experience 
Through this immersive programme, you'll learn about our CIB products, how they’re structured, how we manage varying risk types, and the processes and people needed to support our clients. You’ll also experience: 
 
• A one-day orientation introducing you to the bank and your fellow interns 
• Four days of classroom instruction to learn about our products, our business, and our bankers 
• On-the-job training and technical seminars to support your learning 
• Performance reviews and support of managers, mentors, and buddies 
• Presentations by senior management (speaker series) and engagement with executive management 
• Networking within the CIB business function and across divisions 
• Engaging in community service

Financial Markets Intern

Who we are
AboitizPower is a major Philippine energy provider focused on building a balanced fleet of generation capacities. We also manage the second and third largest electric power distribution networks across the country, providing Filipinos energy they need to prosper.

What we do
We provide reliable and affordable electricity through responsible operations and investments while supporting the country's energy transition goals.

Our impact
We are proud to be among the Philippines' leading providers of energy and aim to continue paving the way toward a brighter, more sustainable future for everyone.

AboitizPower is an equal opportunity employer. We believe that a diverse and inclusive workforce is crucial to our purpose of driving change for a better world. We consider and encourage all applicants without discriminating against age, sexual orientation and/or gender identity, disability, political opinion, religion, nationality, marital or parental status (including pregnancy), ethnicity or other status protected by law. Our equal opportunity and non-discrimination policy applies in all aspects of employment, including recruitment, hiring, regularization, promotions, transfers, discipline, termination, benefits and training.

We urge everyone to be vigilant against scams that involve fraudulent offers of employment with Aboitiz Power Corporation. AboitizPower will never ask or solicit any form of payment at any point during the job application process.  AboitizPower only uses its official pages and links to communicate open roles and its recruitment. To ensure your security, please correspond and refer to the official channels only. Our official channels are: 
1. Aboitiz Power Corporation Website: https://www.aboitizpower.com
2. Careers Website: https://careers.aboitizpower.com
3. LinkedIn: https://www.linkedin.com/company/aboitizpower




AboitizPower

The position is responsible for providing transactional support to the Corporate Finance Team in evaluating investment opportunities and other information needed to assist the 
business development team and senior management to make investment, operational, and financial decisions. 
Outcomes Expected and Responsibilities:

<ul>
	<li>Prepares and reviews financial models, and conducts business valuations that will be used in screening and evaluating investment opportunities of Aboitiz Renewables.</li>
	<li>Assists immediate leader and the Corporate Finance Team in providing financial advisory services to various business units to determine the potential impact of relevant issues on valuation and investment cases. These include conducting research, challenging the validity of assumptions, evaluating the impact of deal structures and financing options, and preparing management reports and presentations.</li>
	<li>Assists immediate leader in developing and implementing ARI’s financial policies.</li>
	<li>Supports in maintaining and enhancing financial models and analyses in support of ARI’s business goals.</li>
	<li>Supports immediate leader in drafting and creating presentation materials and investment decks for board meetings, senior executive meetings and other ad-hoc requests.</li>
</ul>

Corporate Finance Specialist

The primary purpose of the role is to focus on the details of the projects of the Corporate Finance team in making strategic capital investment decisions.

<ul>
	<li>Prepare and/or review financial models and business valuations to assist operating units in screening and evaluating investment opportunities. This may entail gathering data, working with relevant internal personnel, and assisting external advisers on the preparation of financial models and business valuations.</li>
	<li>Assist the Corporate Finance Managers and /or AVP in providing financial advisory services to various operating units to determine the possible impact of relevant issues on valuation and investment cases. Work streams include conducting research, challenging the validity of assumptions, evaluating the impact of deal structures &amp; financing options, and preparing management reports and presentations</li>
	<li>Work with the Corporate Finance Team and the CSIO to ensure that group-wide financial policies are developed and optimized in a timely manner. This includes gathering of data, researching, and preparing the relevant materials</li>
</ul>

Corporate Finance Analyst

The Relationship Manager of the Corporate Banking Group develops client portfolio of accounts to deliver budgeted goals and targets through cross-selling of bank products and new account on-boarding. S/He achieves revenue goals by approved through account planning, account profitability and risk management metrics.

<ul>
	<li>Prepares credit proposals alongside the Enterprise Risk Manager/Analyst and presents them to the Bank’s Credit Committee by orchestrating proper credit due diligence on account; Presents a balanced view of risk to approving authority to address clients’ credit facility requirements.</li>
	<li>Identifies, on-boards and develops new client relationships per defined target market by cross-selling appropriate bank products to grow the portfolio and achieve set budgets/goals in terms of Loans, Deposit, Foreign Exchange, Trade, Debt Capital Market, etc.; Uses an Account Plan to establish a profitable and multi-product relationship with clients.</li>
	<li>Manages and grows existing loan portfolio by maximizing wallet share and potential revenues of existing clients, facilitating client transactions, identifying and managing problem accounts including the preparation of watch list reports with action plans, proper classification of accounts for the right provisioning level, and timely referral to the Remedial Management Department when all possible collection efforts have been exhausted</li>
	<li>Ensures compliance with the Bank’s credit policies as well as all other governing policies for transactions that are processed and recommended; Keeps updated on credit policy revisions and enhancements by collaborating with Credit in updating and formulating new credit policies.</li>
	<li>Develops industry and product expertise by understanding clients’ banking needs and cross-selling Sbc’s banking solutions; Benchmarks and networks with other banks’ Account Officers to develop industry/sector knowledge and to be updated with banking practices.</li>
	<li>Oversees Junior Relationship Managers by coaching and mentoring on account strategy and transaction handling in order to achieve the Team’s goals</li>
</ul>

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