Associate Manager, Investment Research (Ha Noi and Ho Chi Minh)

Location: Ha Noi and Ho Chi Minh City

Job purpose:

Associate Manager, Investment Research shall prudently support the Senior Manager, Investment Research in searching, assessing and monitoring corporate exposures including both equity and fixed income positions. Monitoring the portfolios outsourced to external managers. Conducting active and high-quality communications with Regional Office Investment and Corporate Credit Risk to obtain limits in due time to facilitate investment activities.

Major accountabilities:

Macro and sector research

Performing quarterly macro research and database maintenance to report to local Investment Committee, Asia Regional Investment, and Corporate Headquarter.

Analyzing data to identify investment trends and themes.

Performing annual deep-dive review on specific sectors as assigned.

Investment research - Credit:

Performing credit research on new names and annual reviews on existing names in the Approved List with thorough fundamental factors, including but not limited to macro economy, government policy, industrial trend, company business model & strategy, ESG, financial risks and outlook, and submit to RO Credit team for approval.

Assessing an internal rating based on internal rating methodology and making recommendation for limit approval. Pro-actively adjusting based on developments of external and internal factors.

Investment research - Equity

Monitoring the equity market, coordinating with Asia Regional Equity team to provide input / opinion on the movement and potential investment strategy.

Recommending tactical and strategic trading strategy

Outsourced portfolio:

Monitoring third-party asset manager in portfolio construction, mandate compliance, and risk-adjusted performance analysis.

Others:

Periodically preparing material and attending quarterly investment committee meeting.

Supporting other business development initiatives as requested.

Specialized knowledge:

Fundamental and quantitative analysis

Written and oral communication skills in both English & Vietnamese

Knowledge of industries

Multitasking and prioritization

AI data analytics

Problem solving:

Capability to work with multiple key stakeholders (Local Business Unit, Regional Office, and Corporate) to sort out the investment related concerns/ issues.

The research analyst role requires many different types of problem-solving skills given the multi-dimensional nature of the work: e.g. analysis vs monitoring, financial model building vs internal and external communication. To be successful the analyst will pivot and/or use a combination of systematic and logical tools and techniques as well as open mind, creative thinking and emotional intelligence.

Education and experience:

Education & experience: BA Degree with major in Business, Finance, or Banking with experience of 3 - 5 years of investment research or management.

Experience with Bloomberg Terminal, Power BI, AI data processing

Qualifications in investment or risk management (Fund Management Certificate by SSC, CFA, ACCA, or FRM) is a big plus.