M&A & Investment Manager

Job description
Company Description
GELEX Group, founded in 1990, has grown from a state-owned enterprise into one of Vietnam's leading multi-sector investment groups. Operating under a modern holdings model, GELEX brings together strong businesses such as GELEX Electricity JSC and GELEX Infrastructure JSC, along with trusted brands including Viglacera, CADIVI, EMIC, THIBIDI, HEM, and CFT. The group is driven by a culture of trust, collaboration, and shared ambition, emphasizing both strategic growth and people development.
GELEX focuses on four key pillars - high-tech industry, real estate, infrastructure, and finance - to support Vietnam's next phase of growth. Its long-term vision is to become Vietnam's top investment group, leading with growth, efficiency, and sustainability while contributing to the country's future.
Role Description The Investment Research Manager role is a full-time, on-site position at GELEX Group Headquarters in Hanoi, reporting directly to the Chief Investment Officer (CIO).
This role leads the Group's macro, sector and market research - with a core focus on energy, infrastructure and logistics - turning insights into investment theses, priority sectors and entry-timing recommendations. It also originates and screens investment opportunities, partners with the M&A & Investment team on in-depth evaluation, monitors the existing portfolio, and leads the research team while standardizing research methodologies, tools and data sources.
Core responsibilities:
· Macro & sector 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, with a core focus on energy, infrastructure and logistics.
· Investment theses & sector priorities - develop scenarios, leading indicators and investment theses; recommend priority sectors, sub-segments and entry timing for investment consideration.
· Deal origination & screening - 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.
· Support to M&A & Investment - partner with the M&A & Investment team on in-depth evaluation, stress-testing the sector, market and business assumptions that underpin due diligence and valuation.
· Portfolio monitoring - refresh investment theses for the existing portfolio, flag material developments and recommend adjustments to positions or recommendations.
· Research management & quality control - set the research agenda and allocate resources against 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.
· Network & market intelligence - 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.
Qualifications
· Bachelor's degree or higher in Finance, Investment, Economics or a related field.
· 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.
· 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.
· Fluent English in a professional setting, including communication, presentations and negotiations.
· Preferred: CFA, MBA or other relevant international qualifications/certifications.
· Mindset: sharp analytical mindset, able to form independent, data-driven views and recommendations; proactive and execution-driven; prudent, with integrity and a strong sense of accountability; aligned with GELEX's core values: Integrity - Synergy - Innovation.
What We Offer
· 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.
· Full benefits in accordance with Vietnamese labor laws, plus PTI health insurance.
· Working hours: 8:00 AM - 5:00 PM, Monday to Friday.
How to Apply
Apply directly via LinkedIn, or email your CV to: [protected info]
Email subject line: [GELEX] - Application for Investment Research Manager - Full Name
Office: GELEX Tower, 27-29 Ly Thai To Str., Hoan Kiem Ward, Hanoi.