I. JOB RESPONSIBILITIES
1. Equity Research & Valuation
- Conduct in-depth fundamental research on listed companies within assigned coverage sectors.
- Construct and maintain financial models, including integrated three-statement, DCF, and relative valuation models.
- Author initiation reports, earnings updates, flash notes, and thematic industry research reports.
- Formulate independent investment views, establish target prices, and identify key investment catalysts and risks.
2. Primary Research & Channel Checks
- Proactively gather and synthesize qualitative and quantitative insights from company management, industry experts, and primary research channels.
- Build and maintain reliable database networks to support rigorous fact-checking and source verification.
3. AI Integration & Workflow Automation
- Utilize Python and advanced LLM applications (e.g., Claude, GPT) to automate data extraction, financial model updates, stock screening, and document analysis.
- Leverage AI agents and workflows for meeting summarization, real-time news tracking, regulatory monitoring, and drafting preliminary report templates.
- Continuously identify operational bottlenecks to optimize and automate core research workflows.
4. Quality Assurance & Data Integrity
- Cross-examine and reconcile model outputs and AI-generated content against authoritative primary sources.
- Ensure all research data, assumptions, and analytical frameworks are fully traceable, verifiable, and reproducible.
- Maintain rigorous quality control regarding the logical consistency between financial assumptions, model outputs, and final rating decisions.
5. Knowledge Sharing & Enablement
- Document research methodologies, data pipelines, and automation workflows.
- Contribute to team-wide repositories of reusable code, analytical tools, report templates, and prompt libraries.
- Mentor and assist peers in adopting AI-augmented research tools and automated workflows.
II. JOB REQUIREMENTS
1. Education & Professional Qualifications
- Bachelor's degree or higher in Finance, Economics, Accounting, Business Administration, Engineering, or a related field.
- Securities Practice Certificate, CFA Level I or above is preferred.
- Professional certifications in AI applications or solution deployment (e.g., NVIDIA-Certified Professional: Generative AI, GARP Risk and AI (RAI™), or AWS Certified AI Practitioner) are considered a strong advantage.
2. Experience
- Minimum 2 years of experience in equity research at a securities firm, investment fund, commercial bank, or financial institution.
3. Financial Analysis & Research Expertise
- Demonstrated ability to independently build and maintain integrated three-statement financial models.
- Deep understanding of Vietnamese Accounting Standards (VAS) and key practical differences when transitioning to IFRS.
- Proven track record of producing high-quality investment research reports that meet professional publication standards.
- Proficiency in financial data terminals, specifically Bloomberg Terminal and/or FiinPro.
4. Technical & AI Skills
- Advanced Microsoft Excel skills for complex financial modeling and analysis.
- Practical knowledge of Python for data processing, workflow automation, and API integration.
- Practical knowledge of SQL for querying data from BigQuery or equivalent relational databases.
- Systematic experience in leveraging AI tools (e.g., Claude, GPT, Perplexity) to streamline the equity research process.
5. Core Competencies
- Exceptional written and verbal communication skills, with the ability to present complex investment theses clearly and concisely.
- Structured, analytical mindset with a proactive approach to workflow optimization and reducing repetitive tasks.
- High degree of autonomy, ownership, and capability to drive deliverables to completion with minimal supervision.
- Meticulous attention to detail, ensuring data accuracy, integrity, and transparent source traceability.
6. Other Requirements
- Applicants must submit at least one unredacted equity research report they have solely or primarily authored.
- A GitHub profile or portfolio demonstrating automation, data analysis, or AI project implementations is a strong advantage.
