Experience

• 

  Vietnam Investors Service

  • Director - Senior Analyst

    • Mar 2023 - Present

• 

  SSI Asset Management

  • Portfolio Manager

    • Apr 2021 - Mar 2023

    Industry focus: Financials (Banking, Securities, Consumer Finance), Real Estate, Electricity (Hydro and Wind power)Responsibility:• Manage SSI Bond Fund (SSIBF) and other fixed-income mandates – total AUM around 2,000 billion VND• Propose tactical asset allocation for the portfolio, perform due diligence and prepare financial models on potential fixed-income investments• Provide in-depth research on the assigned sectors and maintain comprehensive investments proposals• Lead and manage end-to-end process in both primary and secondary deals: structuring the deals, due diligence, negotiations with issuers, documentation of bond indenture • Ensure strong relationship with counterparties in capital market (including but not limited to banks, asset management, insurance, securities firms, fintech companies, …) to explore and identify investment opportunities• Develop business development activities with both domestic and foreign clients to raise fund • Assist clients optimizing their treasury activities by structured fixed-income products

• 

  Techcom Capital Management JSC

  • Vietnam
  • Investment Management
  • 1 - 100 Employee

  • Team Leader, Portfolio Management

    • Oct 2016 - Apr 2021

    - In charge of 2 fixed-income funds: • Techcom Bond Fund (TCBF): AUM over 1 billion USD • Techcom FlexiCash (TCFF): the first money market fund in VN- Investment objective: Manage a portfolio of good quality Corporate debt and other Fixed income instruments (Government bonds, Certificate of Deposits…)- Responsibilities:• Make tactical asset allocation for the investment portfolio and source potential investments in the capital market.• Maintain due diligence on potential credit investments and make investment proposals to Investment Committee to enhance active return for the portfolio.• Perform comprehensive assessment on fixed-income investments in the portfolio.• Develop cash management plan and achieve targeted return under acceptable risk.• Re-balance portfolio due to liquidity needs, bond maturities, cash liquidity position.• Build up network with different counterparties in the market (banks, asset management companies, insurance companies, and securities companies)• Lead the project team: building an in-house portfolio management platform for Techcom Capital

  • Investment Analyst

    • Apr 2016 - Oct 2016

    • Perform comprehensive analysis of public companies in the industries assigned and propose potential investments.• Manage a $10 million investment in Vietnam Airlines, build up consolidated financial model and make analysis reports periodically.• Perform company valuation• Conduct financial due diligence and maintain due diligence materials of Corporate Finance deals.• Update news about market, industry and investments and make changes in investment recommendation (if any).

• 

  Deloitte

  • Hanoi

  • Audit Associate

    • Jul 2014 - Apr 2016
    • Hanoi

    • Audit single and consolidated financial statement in banking industry including investment section (Debt and Equity Securities, Investment in subsidiaries, joint-ventures, associates);• Audit financial statements in accordance with Vietnamese Accounting Standards (VAS) and International Financial Reporting Standards (IFRS).• Assist in carrying out quality audit to clients in other industries (trading services and petrol);• Execute branches visit as team leader;• Review commercial loans;• Preparing engagement proposals;• Assess the effectiveness of client's internal control;

• 

  Deloitte

  • Hanoi

  • Audit Intern

    • Dec 2013 - Apr 2014
    • Hanoi

    • Work in a team-based environment to perform audit-related tasks for a variety of firm clients (specializing in banking segment)• Assist in identifying for our clients the operational risk factors that matter to them most, and respond with a process-focused approach• Reviewing commercial loans• Assist in seniors in maintaining good team spirit