Senior Research Manager

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

Ad-hoc: Corporate Bond & Credit Support

On an as-needed basis, the Research Manager may be assigned to support the investment team on fixed income opportunities, including:

• Evaluating corporate bond issuances from real estate companies — covering credit quality and covenant terms

• Flagging deterioration in the credit profile of issuers already under equity coverage (leverage, refinancing risk, cash flow stress)

• Providing input on primary market issuances or secondary market bond positions as requested by Portfolio Managers

Leadership & Development

• Mentor and guide junior analysts within the research team, ensuring high standards of analytical rigor and written output

• Take ownership of research process improvement, including model standardization, data sourcing, and coverage expansion

Yêu cầu công việc

• BA degree: in related majors (Finance, Bank, Economics, Business)

• 5 – 8 years of investment research experience in a sell-side or buy-side institution, with demonstrable coverage of Vietnamese real estate companies

• Strong financial modeling skills: NAV, DCF, sum-of-parts; proficiency in Excel is required

• Deep understanding of Vietnamese real estate market dynamics: project approvals, land use rights, presales mechanics.

• Strong analytical thinking skillset

• Strong self-motivation and teamwork leadership ability

• Familiarity with Bloomberg, FiinPro, or equivalent data platforms

• Excellent written and verbal English and Vietnamese

Benefits

• Personal health care, annual health checkup, lunch allowance

• KPI bonus

• Training opportunities

Quyền lợi

• Thưởng: Bonus based on performance, lunch allowance
• Chăm sóc sức khoẻ: Medical insurance, personal health care, annual health checkup
• Đào tạo: Training opportunities
• Khác: Professional learning environment