- Perform market, industry and company research in preparation for corporate transactions or pitches.
- Responsible for performing commercial, legal and financial due diligence reviews, industry analysis for purpose of building/analyzing companies and providing business valuations through the development of financial models.
- Responsible for preparing pitchbooks presentations, Investment Teasers, Information Memorandum, Offering Circulars and Term Sheets for marketing to investors, Dataroom for due diligence review by investors and Prospectus for filings to regulators.
- Managing the execution of corporate transactions and related documents for the purpose of closing Equity, Debt or M&A transactions.
- Approaching corporate clients to make mandate proposals, offering
advisory services and offer to investors the investment opportunities and investment products resulting from advisory mandates.
Financial modeling and analysis of companies.
- Responsible for completing Valuation Reports, business review/analyses, preparations of proposals, presentations to support the Directors and Managing Director in their
business development activities with corporate clients and execution of mandates.
- Preparation of pitch books, presentations, prospectuses, offering circulars, information memorandums, regulatory filings, build/manage Dataroom for Due Diligence review by investors, provide offering information to investors.
Education level
- University Level: Bachelor Degree in Finance and Accounting or Economics or Business Administration or in Engineering or in Laws.
- Preferably with a Masters Degree in Finance or in Economics or in Business Administration (MBA) or CFA Charter Holders or CPA/ACCA holders.
Knowledge & Experiences
- Holder of Securities Brokerage or Analysis License issued by State Securities Commission (or committed to take courses and take/pass licenses).
- 3 to 6 years of experience in
Investment Banking or Securities Brokerage or Investment Management (Private Equity or Public Equity/Bond portfolio management).
Technical skills
- Strong financial analysis skills and solid background in accounting or audit.
- Solid sense of logic & judgement and technology savvy /use of computers and mobile/digital applications such as Microsoft Office (Word, Excel-Macro, Power Point), Bloomberg and Google.
Soft skills
- Strong Presentation, Verbal and Written communication Skills in both Vietnamese and English.
