The company is ranked among the top local stock brokerages in terms of annual value turnover, catering to retail
and institutional clients, both foreign and local. It was incorporated in November 1986 and has one of the highest
capitalization in the industry. Recently, it received the Euromoney Award for Excellence as the "Best Domestic
Securities House in the Philippines."
Equity Research Analyst
An equity research analyst helps a bank's trader select adequate investment products.
Over all Job Purpose

Stock
Market Crash image by Paul Heasman from Fotolia.com
 Applies statistical skills and investment acumen to evaluate asset selection options and recommend
trading opportunities to a firm's trader
 Partners with traders' assistants and risk managers to identify, assess and monitor risks in a firm's
securities exchanges transactions.
Responsibilities
 evaluates financial data for a sector, country or geographical zone and studies economic trends and
developments in stock markets.
 recommends investment ideas to a financial institution's proprietary traders, clients or portfolio
managers.
 partners with risk managers and assistant traders to ensure that traders follow proper risk-management
procedures when engaging in financial transactions.
 responsible for covering companies in the consumer sector (preference is for capability in both staples and
retailers) and writing frequent, brief analyses on individual companies, the sector, and on industry sub-groups.
Qualifications

Bachelor's

The

2-3

License
degree in finance or investment analysis
master's of business administration (MBA) degree in finance is an advantage
years of experience in investment banking, equity research, or accounting
or Certification required

Good
analytical skill and understanding of relevant financial, mathematical and accounting techniques
 Must be conversant on a wide range of companies with independent sources of information and
contacts
 Must maintain an extensive coverage list and respond timely to breaking news developments on
companies throughout his/her sector.

Must
be collaborative; willing to take guidance from other team members and share insights

Able
to adapt his/her analysis to specified formats, templates, styles and firm deadlines.
Equity Analyst
Equity analysts crunch numbers to evaluate stocks.
Over all Job Purpose

Usefinancial
analyst workplace image by luka from Fotolia.com
financial expertise to analyze companies traded on domestic and global stock exchanges.
Responsibilities

new
york stock exchange image by Gary from Fotolia.com
 Review and interpret balance sheets, cash flow statements, and income statements on publicly traded
Philippines and foreign companies.

Calculates
financial ratios and performs exchange rate computations.
 Make buy, sell or hold suggestions. He visits corporate headquarters, speaks with employees and
communicates with customers. He reads industry journals, magazines, newspapers and online sources to follow
targeted companies and economic trends.
Qualifications

Mschool
image by horacio villamonte from Fotolia.com
 ust possess a bachelor's degree with concentrations in economics, financial management, international
finance or mathematics.

Master's

Professional

business

must
make accurate recommendations.

must
have excellent research and financial analysis skills.

Diverse
degrees in business administration, or MBAs, or financial management are beneficial
Certification__?
accounts image by Nicemonkey from Fotolia.com
business and global economic knowledge is integral.
 Presentation and writing abilities are essential to support recommendations to clients and upper
management

need
to make comprehensive evaluations about publicly traded companies.
 must be able to handle significant pressure to make correct judgments for internal company management
and external clients.
Equity Trader
Equity traders invest on behalf of clients or their companies.
Over all Job Purpose
 International Finance: currencies from around the world image by Vladimir Melnik from
Fotolia.com

Applies
financial acumen and securities markets knowledge to evaluate stock or preferred stock
information and make investment decisions.

Partners
with an assistant who helps him price securities in which he is interested.
Responsibilities
 Monitors securities markets and buys, holds or sells equity products based on financial data and research.
These products may include stock, preferred stock and stock futures.
Qualifications

bachelor's
degrees in business or finance.
 risk management background typically has a doctorate in a quantitative field such as math, statistics or
econometrics.

Professional
License / Certification
Your HR Partner,
JEFF
JENNIFFER SALIGUMBA-ORDONEZ
HR Head
Vantage Equities, Inc.
jenniffer.ordonez@vantage.ph
Tel# 6898061
Mobile# 09175907200
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