Account Officer

Originate, negotiate and structure, and close investment banking mandates from various

clients for distribution through the various channels available to the company.

2. Initiate and/or chair meetings composed of multi-disciplinary groups (legal counsel,

certified public accountants, regulators, issuers, underwriters, etc.) in the course of

completing a mandate.

3. Conceptualize and implement various financial instruments/methods for

introduction/distribution in the capital markets either through public offering or private

placement.

4. Represent the company in various fora.

5. Conduct roadshow presentations either as team leader or participant.

6. Source and/or refer other investment banking engagements/mandates for the company.

7. Cultivate networks and maintain visibility as a senior officer in order to monitor and exploit

opportunities arising from changes in market conditions.

8. Handle transactions related to term loan financing, loan syndication, and underwriting of

commercial paper/corporate bonds, and project finance.

9. Identify new business through personal calls, coordination with RCBC, product

presentations, and submission of proposals.