Senior Research Manager

Main Duties

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

Requirements

·        BA degree: in related majors (Finance, Bank, Economics, Business)

·        5–8 years of investment research experience in a sell-side or buy-side institution, with demonstrable coverage of Vietnamese real estate companies

·        Strong financial modeling skills: NAV, DCF, sum-of-parts; proficiency in Excel is required

·        Deep understanding of Vietnamese real estate market dynamics: project approvals, land use rights, presales mechanics.

·        Strong analytical thinking skillset

·        Strong self-motivation and teamwork leadership ability

·        Familiarity with Bloomberg, FiinPro, or equivalent data platforms

·        Excellent written and verbal English and Vietnamese

Benefits

·        Personal health care, annual health checkup, lunch allowance

·        KPI bonus

·        Training opportunities