Bagumbayan, Taguig

Managing Broker

Job Description

  • Prepare forecast and feasibility study for potential investment as well for new business
  • Evaluation of funding options and preparation of financial projections
  • Assist with Financial Planning and Budgeting Process
  • Prepare projections, budget, research and analysis
  • Analyze current and past financial data and performance
  • Explore investment opportunities
  • Recommends strategies for increasing financial performance
  • Presents detailed monthly financial reports to managers
  • Implement a business intelligence tool and dashboard reports
  • Escalates any financial issues to management

Required Skills

  • Candidate must possess at least a Bachelor's Degree in Finance, Accounting, Economics, or equivalent
  • Certification as Financial Analyst is an advantage
  • Must have at least 2 years in budgeting, financial planning, forecasting and/or data analytics using financial systems, variance analysis and financial management
  • Experience in investments and stock market is an advantage
  • Keen to detail, with strong analytical and critical thinking skills
  • Proficient with use of MS Word, Excel, PowerPoint
  • Willing to report onsite at Bagumbayan, Taguig; Monday to Friday, compressed work week (48hrs per week)

Minimum Qualifications


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