Tuyển dụng Investment Research Manager

LOCATION

GELEX Tower, 27-29 Ly Thai To Str., Hoan Kiem Ward, Hanoi, Vietnam.

REPORTING TO

Chief Investment Officer (CIO)

KEY RESPONSIBILITIES

• 1. Lead Macro, Sector and Market Research
• Lead domestic and global macro research and assess its implications for sector outlook and the Group’s investment strategy.
• Analyze industry structure, value chains, supply-demand dynamics, competitive landscape and policy/regulatory developments to identify growth drivers, opportunities and risks, with a core focus on energy, infrastructure and logistics.
• Develop scenarios, leading indicators and investment theses; recommend priority sectors, sub-segments and entry timing for investment consideration.
• 2. Analyze and Screen Investment Opportunities
• Proactively originate and screen opportunities in line with the Group’s investment strategy and criteria.
• Assess business models, competitive moats, growth outlook and financial profile; perform preliminary valuation and risk analysis to build the investment thesis and formulate recommendations.
• Partner with the M&A & Investment team on in-depth evaluation, stress-testing sector, market and business assumptions that underpin due diligence and valuation.
• Monitor the existing portfolio: refresh investment theses, flag material developments and recommend adjustments to positions or recommendations.
• 3. Manage Research Operations and Quality
• Set the research agenda and allocate resources against priorities and the decision-making needs of the Investment Committee.
• Lead and develop the research team; challenge and take accountability for the quality of research reports, analytical models and investment recommendations.
• Standardize research methodologies, tools and data sources to ensure reliability, consistency and timeliness.
• Build and maintain a network of funds, research institutions and industry experts to supplement market intelligence, pressure-test views and enhance deal access and sourcing.

JOB REQUIREMENTS

• 1. Professional Experience
• Minimum 7 years of experience in investment research, investment analysis or investment strategy. Candidates from research or investment strategy teams at asset managers or institutional investors are preferred.
• Strong foundation in macro, sector, market and company-level analysis.
• Deep expertise in at least one of energy, infrastructure or logistics, with the ability to extend coverage into adjacent sectors.
• Advanced proficiency in financial statement analysis, forecasting models, valuation and scenario analysis; sound understanding of capital-intensive businesses and projects with long investment cycles.
• 2. Management & Investment Competencies
• Sharp analytical mindset, with the ability to form independent, data-driven views and recommendations.
• Proven ability to lead technical work, maintain quality control and develop team capabilities.
• Strong presentation, debate and stakeholder management skills when engaging senior leadership and external partners.
• Proactive and execution-driven, with a high degree of prudence, integrity and accountability.
• 3. Education & Qualifications
• Bachelor’s degree or higher in Finance, Investment, Economics or a related field.
• CFA, MBA or other relevant international credentials are an advantage.
• Professional fluency in English, including communication, presentation and negotiation.
• 4. Cultural Fit with GELEX

Alignment with GELEX’s core values

Integrity – Synergy – Innovation; demonstrates integrity, collaboration, innovative thinking and accountability in investment recommendations and activities.

BENEFITS

• Attractive and negotiable salary based on qualifications and experience.
• Opportunities to work directly with the Company’s leadership team and key domestic and international business partners.
• Exposure to exciting investment, divestment, and corporate restructuring transactions.
• Performance-based bonuses, bonuses on public holidays and special occasions, and domestic and international company trips.
• A professional and friendly working environment with training and career development opportunities.
• Working hours: 8:00 AM – 5:00 PM, Monday to Friday.
• Full benefits in accordance with Vietnamese labor laws, plus PTI health insurance.

CONTACT

• Interested candidates, please send your application details to the following email:
• Tuyendung@gelex.vn
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