Mô tả công việc
Mô tả công việc
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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.
Yêu cầu
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.
Quyền lợi
Thưởng
Thưởng theo hiệu quả công việc
Chăm sóc sức khoẻ
Bảo hiểm đầy đủ theo lương thực nhận; bảo hiểm sức khỏe PTI.
Đào tạo
Lộ trình thăng tiến rõ ràng, được đào tạo chuyên sâu nghiệp vụ và kỹ năng lãnh đạo.
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Thông tin khác
NGÀY ĐĂNG
27/10/2026
CẤP BẬC
Trưởng phòng
NGÀNH NGHỀ
Pháp Lý > Tư Vấn Pháp Lý
KỸ NĂNG
Pháp Lý Đầu Tư, Tài chính, M&A, Quản Trị Tuân Thủ, Tiếng Anh pháp lý
LĨNH VỰC
Bất Động Sản/Cho thuê
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
7
QUỐC TỊCH
Người Việt Nam
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Thông tin chung
Nơi làm việc
- Tòa nhà Gelex, Số 10 Trần Nguyên Hãn và số 27-29, phố Lý Thái Tổ, Phường Hoàn Kiếm, Thành phố Hà Nội