Investment Banking Associate Director (SB Capital)
Security Bank Corporation
Makati, Makati, Philippines
4d ago

About SB Capital Investment Corporation (SB Capital)

SB Capital is the wholly-owned investment banking arm of Security Bank Corporation, providing a wide range of capital markets products and investment banking services that address the diverse financial needs of corporate and public sector clients.

Throughout the years, SB Capital’s engagements have strengthened its strategic alliances with leading local and international financial institutions, carving out a niche for the company in major growth sectors such as power, energy, healthcare, property, manufacturing, microfinance, and services.

SB Capital are one of the most active investment houses in the Philippines for debt and equity transactions. We provide a wide range of capital market products and investment banking services to both private and public sector clients.

The Role

Associate Directors ( ADs ) is concerned with both execution and origination of Investment Banking deals. Together with SB Capital’s senior officers, ADs’ duties and responsibilities include origination / deal structuring, deal management / negotiation, and client relationship management.

The primary task of ADs is to lead the execution of transactions and are thus expected to be able to effectively communicate with multiple stakeholders (including clients, other investment houses, key industry players, and regulatory bodies).

ADs should also have the ability to assist the Directors / Senior Directors in origination pitches as well manage the execution of investment banking deals (including equity and debt underwriting, project finance transaction, mergers and acquisitions ( M&A ), and advisory) through constant collaboration and coordination with senior officers, deal team members, Bank Relationship Manager ( RM ) partners for specific accounts, and other members of the internal banking network.

Finally, in preparation for their roles as directors, ADs are also given origination targets (albeit smaller in scale vis-à-vis Directors / Senior Directors).

How you'll contribute

  • Execution - Number of deals closed; Survey of effectiveness as an AD (responses from Deal Team)
  • Origination - Individual Revenue Targets as a percentage of Group target revenue; Individual Revenue Target for AD-Originated transactions
  • Service - CSAT survey scores
  • Customer - Minimum number of unique client calls per month
  • Organizational - Performance of admin related activities and other Adhoc tasks assigned measured through the quality of work and on-time submission / compliance
  • It is accepted and understood that the employee may perform other related tasks which may be assigned from time to time.
  • What we’re looking for

  • Bachelor’s degree in Business Studies / Administration / Management, Economics, Finance / Accountancy / Banking or related field.
  • At least 5 and above years of experience
  • Specializes in Banking and Financial, Corporate Finance / Investment, Sales-Financial Services
  • Requires a solid understanding of the various products (both as to their origination and execution) which SB Capital undertakes or offers to clients, and / or at the very least, has the ability to quickly grasp concepts in relation to such or new products;
  • Should be able to spot opportunities for deals, structure transactions accordingly (bearing in mind both commercial and regulatory considerations) in coordination with senior officers, and coordinate with partner RMs for specific accounts.
  • include Distribution side

  • Should, as much as possible, be aware of (1) recent and upcoming deals in equity capital markets, debt capital markets, M&A, etc.
  • and the corresponding relevant details for purpose of both origination and structuring other deals; (2) changes in the regulatory environment insofar as such relate to the products, services, and transactions of SB Capital;
  • and (3) relevant macroeconomic developments.

  • Should also build a network mainly comprised of : (1) other industry players (such as banks, other investment houses);
  • 2) their client counterparts and those with higher positions; and (3) internal SBC network (treasury, trust, branches, lending groups, etc.

    to enable them to assist senior officers in originating deals coordinate on the execution of products.

  • CPA, CFA, or Fixed-Income or Equities salesman licensed by SEC, desirable but not required.
  • LI-Hybrid

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