English: Fluent

Working location: Saigon Trade Central, 23 floor, 37 Ton Duc Thang Street, District 1,

Ho Chi Minh City, Vietnam.

JOB SUMMARY

Reporting to Head of Equity and assisting Head of Equity/Head of Investments in

(i) high quality and effective equity research/analysis and recommendations

(ii) portfolio/fund management with strong consistent performance and risk/compliance control

(iii) meet clients/stakeholders expectations, and (iv) other investment related tasks.

KEY ACCOUNTABILITIES

Equity research/analysis responsibilities

• Conduct in-depth fundamental analysis (FA) on companies, industries/sectors.
• Conduct other necessary research and analysis on companies, industries/sectors
• Build, maintain, and adjust financial models to support stock/sector investment recommendations, strategy development.
• Deliver effective and timely updates and recommendations, both regularly or as needed.
• Proactively contribute investment ideas, recommendations
• Have ability to identify and evaluate changes, new investment opportunities beyond normal recommendations for portfolios/funds
• Monitor/evaluate the equity market and provide actionable recommendations.
• Expand research to other instruments/markets for stock/ sector recommendations, portfolio strategies.
• Othe related duties

Portfolio/fund management responsibilities

Assist Head of equity/Head of Investments in

• Develop and propose investment strategies for equity and each fund
• Construct portfolios with agreed strategies within risk budget and compliance with other requirements/policies
• Manage and execute portfolio/fund trade effectively
• Recommend optimal strategies and manage multi asset portfolios across asset classes and sectors, ensuring performance within approved risk and compliance frameworks.
• Monitor and review portfolio performance, attribution, risk profile and make recommendations for adjustments to enhance.
• Maintain and refine financial, portfolio/fund models to support recommendations, investment decisions and strategy development.
• Ensure full compliance with internal policies and regulations.
• Other related duties

Meet client/stakeholder expectations

• Align investment strategies and portfolio decisions with client objectives and risk profiles.
• Communicate performance, market outlook, and portfolio updates effectively, clearly and regularly.
• Ensure transparency, compliance, and responsiveness to client needs and feedback. Other duties, as assigned.

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QUALIFICATIONS AND EXPERIENCE

Holds a university degree in Finance, Economics, Commerce, or equivalent.

Licensed fund management practitioner by the State Securities Commission (SSC).

CFA charterholder is a Must.

Over 7–10 years of experience in capital markets, including investment banking and equity investment management, specifically equity analysis, recommendations and portfolio management

Strong investment skills and mindset, with a deep understanding of companies/sectors/market, portfolio construction and management, market dynamics, and risk management.

Highly dedicated and focused, consistently aiming for high-performance outcomes and client value.

Effective team player with strong interpersonal and communication skills.

Skilled in conducting financial analysis, performing meta-analysis, identifying investment opportunities for recommendations, strategies.

Other relevant investment skills