Phong Tran

IB ASSOCIATE MANAGER at Shinhan Securities Vietnam
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Contact Information
us****@****om
(386) 825-5501
Location
Vietnam, VN

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Credentials

  • Chartered Financial Analyst (CFA) Level I
    CFA Institute
  • Chartered Financial Analyst (CFA) level I
    CFA Institute

Experience

    • Vietnam
    • Investment Banking
    • 1 - 100 Employee
    • IB ASSOCIATE MANAGER
      • Feb 2023 - Present
    • IB ASSOCIATE MANAGER
      • Jun 2022 - Sep 2022

      - Provide assistance, coordinate and/or lead Investment Banking projects in areas ofstock, bond as well as in Mergers & Acquisitions (M&A) transactions and enterpriserestructuring projects, SPAC project and other Investment Banking services. - Supervise on-going projects, including delegation of responsibilities and projects toappropriate team members. - Coordinate with both internal teams and clients. - Develop relationships with new and existing clients in order to expand the business. - Perform other relevant tasks, as required by Head of Investment Banking Show less

    • India
    • Financial Services
    • 1 - 100 Employee
    • INVESTMENT BANKING (IB) SPECIALIST
      • Dec 2020 - Feb 2022

      - Advise customer about IB activities - Set up Customer issuance Bond, Additional Stock, Publics Offering and Secondary Offering - Get involve in M&A Activities and IPO. - Coordinate with regulation authorities - Advise customer about IB activities - Set up Customer issuance Bond, Additional Stock, Publics Offering and Secondary Offering - Get involve in M&A Activities and IPO. - Coordinate with regulation authorities

    • Customer Relation Specialists at Entrust Funds Department - Head Office
      • Oct 2015 - Oct 2019

      - Searching capital, resources (ODA) to support promoting job creation and competitiveness, increasing the inclusiveness of infrastructure and service delivery, and improving environmental sustainability and climate change response for Vietnam from both international Organization and foreign Government - Get involve in implementation and management of projects - Project and Corporate finance analyst - Designing and operation of technology programs related to daily activities- Loan Disbursement Show less

    • Risk Management Specialist
      • Oct 2014 - Sep 2015

      - Discover and dealing with scam- Study and apply Vietnamese regulations, requirement and risk management knowledge in retail and corporate banks activities- Project and Corporate finance analyst

    • Corporate Customer Relation Specialists
      • Dec 2013 - Sep 2014

      - Meeting and interviewing corporate customers and providing them financial advice and financial services (mainly mortgage and interest rate swap). - Project and Corporate finance analyst

    • Customer Relation Specialists
      • Oct 2015 - Sep 2019

      - Searching capital, resources (ODA) to support promoting job creation and competitiveness, increasing the inclusiveness of infrastructure and service delivery, and improving environmental sustainability and climate change response for Vietnam from both international Organization and foreign Government - Get involve in implementation and management of projects - Project and Corporate finance analyst - Designing and operation of technology programs related to daily activities - Loan Disbursement Show less

Education

  • London Metropolitan University
    Bachelor of Applied Science (BASc), Banking and Financial Support Services
    2010 - 2013
  • CFA Institute
    Level I
    2018 -
  • Vietnam National University, Hanoi
    Bachelor's degree, Business/Commerce, General
    2007 -

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