Syndication and Distribution Manager | Makati

MAIN RESPONSIBILITIES:

To be able to assist the Investment Banking (IB) team by developing and managing a capable and pro-active syndicate and distribution team that will sell and market the company's originated securities.

DUTIES AND RESPONSIBILITIES

• Work with internal and external teams to drive ECM and DCM deal distribution/ marketing processes
• Assist IB team clients in refining deal marketing strategies to maximize impact with key investor groups
• Develop deep relationships with network of institutional and high net worth investors
• Help develop strategies that would further improve and enhance the company's existing distribution capabilities.
• Active participation in deal proposal/ origination (i.e., pricing, structure, market demand, among others).
• Assist in ensuring that the selling and distribution activities, including but not limited to, marketing, coordination with internal sales teams and IB investor base, booking of investments, documentation of sale, settlement) are performed/undertaken in an orderly, timely, and efficient manner.
• Obtain market information and investor views while liaising with both the IB team, Treasury, Equity Sales and/or other relevant distribution channels, to formulate the recommendation to the clients.
• Assist in developing a market or a base of investors/funders for the company's capital market transactions
• Coordinate with treasury and equity sales teams to drive the placement/ sale/ distribution of IB capital market offerings to institutional and retail investors
• Assist in determining pricing, underwriting amount, target investors, and the strategy required to raise the amount of money that the issuer needs.
• Assist in the book-building process, liaising with the Treasury and/or Equity Sales team as well as QIBs/ HNIs to ensure that investors submit orders into the book.
• Assist in the preparation and production of CorFin correspondence, reports (i.e. BoD report, Sales & Marketing report) and documents, as necessary.
• Liaise with the top-tier officers of large organizations.
• Organize and schedule meetings and event attendance.
• Sort, file and monitor client and internal documents.
• Other tasks that maybe assigned from time to time that will support organizational goals and objectives.

JOB SPECIFICATION

• Bachelor of Science, Major in Finance, Management/ Business Administration, Economics or Accounting. Preferably with Fixed Income and/or Equity Sales Licenses from SEC.
• 3-4 years of prior capital markets or sales experience
• Strong accounting, finance, quantitative and business communication skills; Ability to demonstrate effective leadership; Ability to work well as apart of a team; An execution-oriented mindset, exceptional organizational skills and understanding of financial markets; Knowledge of investment banking products, services, and processes; Effective marketing, sales, and negotiating skills