With a vision to become a leading fund manager in Vietnam, UOBAM (Vietnam) is looking for an outstanding and suitable candidate for the position of Portfolio Manager, Equity. We reward employee performance, provide a professional and dynamic working environment and help you grow professionally with training and learning opportunities with our regional peers and external service providers.
Portfolio Management
• Develop and propose investment strategies and ideas for assigned funds and mandates.
• Construct and manage portfolios in line with approved investment strategies, risk profiles, and internal compliance requirements.
• Execute agreed investment decisions effectively.
• Conduct ongoing monitoring of portfolio companies and perform periodic rebalancing to ensure alignment with investment strategies.
• Monitor and review portfolio performance on a monthly, quarterly, and yearly basis, including return attribution and risk exposures, and recommend adjustments to enhance returns or manage risks.
• Conduct economic research, industry analysis, and company-level analysis to identify and evaluate new investment opportunities.
• Build, maintain and update stock rating models for companies within the investment universe to support stock and sector recommendations.
• Monitor and evaluate market conditions and provide timely, well-reasoned investment recommendations.
• Maintain and update investment models, research materials, and analytical tools to support investment recommendations, asset allocation decisions, and strategy development.
• Perform other related duties to support broader investment and portfolio management activities.
Business Development (BD) & Client Support Responsibilities
• Prepare materials on macroeconomic, market updates, market outlook, and investment strategies to support BD team in fund-raising activities.
• Meet and communicate with high-net-worth and institutional clients to present fund performance, market outlook, and portfolio updates.
• Support the BD team in training and educating distributors/clients on funds and mandates through regular updates, workshops, and training sessions.
• Minimum five years of relevant work experience with outstanding career achievement in portfolio management of Vietnamese equities;
• Experience in doing research and analytical work on a wide range of sectors. Strong ability to analyse financial statements and perform financial modeling;
• Experience in equity portfolio management;.
• University degree in finance, accountancy, economics, mathematics, engineering, or computer science, with excellent educational records. CFA, Master degree, MBA a plus;
• Fund Management License by the State Securities Commission is a must;
• High level of integrity, sharp analytical mind, good eye for detail and good organizational skill;
• Proactive, resourceful, independent, patient, and professional;
• Effective communications and interpersonal skills in both Vietnamese and English;
• Proficient in Microsoft Office Software,.