Senior Equity Analyst

• Feb 2023 - Present

Equity Analyst

• May 2022 - Sep 2022

Equity Analyst at Research and Data Department

• Jul 2020 - Sep 2021

• Developing and updating valuation models for listed commercial banks and securities brokerage companies in the Vietnam stock exchange (DCF, DDM model, etc.).• Writing and initiating research reports on the assigned commercial banks (5) quarterly and sectors semiannually, ensuring the generation of fresh ideas and angles (effective recommendation rate: 90%).• Developing an automatic rating system for listed commercial banks (based on CAMELS) and listed securities brokerage companies (based on fundamentals) for retailer investors. • Pitched live with global investment funds, and retailer investors on investment recommendations.• Maintaining good working relationships with corporates, clients, and industry contacts.• Keeping abreast with the current macro, sector, and company-level developments. Show less

Investment Officer at Portfolio Management Department

• Feb 2017 - Jun 2020

• Lead analyst for portfolio review; performed in-depth research on stocks of various sectors via secondary research of published data and notes from company visits.• Assisted Portfolio Manager in managing and trading $15M of net worth by evaluating investment opportunities including stock scanning, periodical stock valuation, risk assessment.• Assisted CEO in making company’s financial report projections to present to stakeholders (debt and equity holders).

Financial Controlling Assistant

• Oct 2016 - Feb 2017

• Supporting Line Manager in preparing Estimation Report for EBIT and Operating Cash Flow in the next quarter, Monthly Order Report, Monthly Cost Report, Actual and Plan Cost Report. • Checking all kinds of expense, purchasing order in SAP if it is in compliance with the company’s policy and procedures. • Supporting Line Manager in preparing Estimation Report for EBIT and Operating Cash Flow in the next quarter, Monthly Order Report, Monthly Cost Report, Actual and Plan Cost Report. • Checking all kinds of expense, purchasing order in SAP if it is in compliance with the company’s policy and procedures.

Core Assurance Intern

• Jan 2016 - Mar 2016

• Checking cash, operating expenses, depreciation costs, other revenues and cost recorded during the year: verification of existence, reconciliation between general ledger and journal entry, conducting analytical review for unusual expenses. • Supporting senior for building working papers for the auditing procedures. • Preparing financial statements for some firms such: Bitexco Power, Miwon, Vinaseed, Vinlinks… • Working on field and communicating directly with the client’s accountant to acquire the information. Show less