Research Analyst

1. Job Purpose

• Contributing Company business and invest fund management by researching/analyzing/recommending stocks and market;

• Making and presenting research materials for the investment fund management/marketing by request of Company.

2. 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

• Giờ làm việc: 09:00 - 18:00 • Cấp bậc: Nhân viên (executive)