← Công Ty TNHH Quản Lý Quỹ Kim Việt Nam
Senior Research Manager
Công Ty TNHH Quản Lý Quỹ Kim Việt Nam · Hồ Chí Minh
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Type
Full-time
Work mode
On-site
Level
Manager
Industry
Other
Salary
Thương lượng
Location
Hồ Chí Minh, Hồ Chí Minh, Hồ Chí Minh
Overview
- Contributing Company business and invest fund management by researching/analyzing/recommending stocks and market
- Making and presenting research materials for the investment fund management/marketing by request of Company.
- Investment Research & Idea Generation
- Develop and maintain a deep coverage universe of Vietnamese real estate companies, spanning residential developers, and industrial real estate.
- Identify and assess investment opportunities across both equity (listed stocks) and corporate bond instruments within the real estate sector and adjacent industries
- Conduct rigorous fundamental analysis including financial modeling (DCF, NAV, sum-of-parts), scenario analysis, and valuation benchmarking against regional peers
- Produce timely, high-conviction investment recommendations with clearly articulated thesis, risk factors, and target price / yield targets
- Ongoing Coverage & Monitoring
- Conduct regular management meetings, site visits, and due diligence to maintain current and informed views on covered companies
- Publish earnings update reports, sector notes, and thematic research on a timely basis following key events
- Track macro and policy developments affecting Vietnamese real estate — including land law changes, credit policy, social housing mandates, and FDI flows — and translate their implications into investment views
- Portfolio & Team Contribution
- Participate actively in the investment committee process, presenting well-structured research to Portfolio Managers with a clear buy / sell / hold recommendation
- Collaborate across the research team to contribute to cross-sector thematic work and broader market commentary
- Support fundraising and investor relations activities by preparing research materials, sector overviews, and portfolio commentary as required
- Ad-hoc: Corporate Bond & Credit Support
- On an as-needed basis, the Research Manager may be assigned to support the investment team on fixed income opportunities, including:
- Evaluating corporate bond issuances from real estate companies — covering credit quality and covenant terms
- Flagging deterioration in the credit profile of issuers already under equity coverage (leverage, refinancing risk, cash flow stress)
- Providing input on primary market issuances or secondary market bond positions as requested by Portfolio Managers
- Leadership & Development
- Mentor and guide junior analysts within the research team, ensuring high standards of analytical rigor and written output
- Take ownership of research process improvement, including model standardization, data sourcing, and coverage expansion
Benefits
Stock options / ESOP
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