← Công Ty TNHH Quản Lý Quỹ Kim Việt Nam
Research Analyst
Công Ty TNHH Quản Lý Quỹ Kim Việt Nam · Hồ Chí Minh
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Type
Full-time
Work mode
On-site
Level
Staff
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
Benefits
Stock options / ESOP
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