Senior Portfolio Management Specialist
Hạn nộp hồ sơ: 30/11/2026 (Còn 23 ngày)
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Mô tả công việc
Mức độ phù hợp và xếp hạng của bạn so với ứng viên khác như thế nào?
1. Monitor Portfolio Performance and Valuation
- Prepare quarterly performance and valuation reports for assigned subsidiaries and investments across GELEX, GELEX Electric and GELEX Infrastructure, including designated special investments.
- Analyze financial and operating results against approved plans and investment cases; assess profitability, cash flow, leverage and returns on invested capital, and identify material variances and emerging risks.
- Maintain financial models and valuations using appropriate methods, including DCF, trading comparables and sum-of-the-parts; explain key assumptions and changes in value, avoiding double counting across holding levels.
2. Review Business Plans and Strategy
- Review subsidiaries' annual business and investment plans and five-year strategies; challenge market assumptions, growth drivers, capital expenditure and expected returns in coordination with Finance and Planning.
- Assess the strategic fit and potential synergies of assigned investments; provide analytical input to portfolio-level capital allocation recommendations and track agreed follow-up actions.
3. Appraise New and Material Investments by Subsidiaries
- Independently review feasibility studies and financial models for new projects, capacity expansion and entry into new products or markets, in accordance with applicable approval and delegation procedures.
- Test commercial assumptions, capital expenditure, funding assumptions and execution timelines; perform valuation, return, sensitivity and downside analyses, drawing on input from Research, Finance, Legal and technical teams.
- Prepare investment appraisal memoranda highlighting key risks, outstanding issues and recommendations for management review before approval; monitor approved investments against their original investment cases.
4. Assess Restructuring and Portfolio Value Creation
- Support the evaluation of restructuring, capital reallocation and potential divestment options for assigned investments through financial modelling, valuation and scenario analysis, in coordination with relevant functions.
- Support the M&A team on portfolio-related transactions and post-investment handovers; maintain reliable portfolio data, reporting templates and supporting documentation.
Mức độ phù hợp và xếp hạng của bạn so với ứng viên khác như thế nào?
1. Monitor Portfolio Performance and Valuation
- Prepare quarterly performance and valuation reports for assigned subsidiaries and investments across GELEX, GELEX Electric and GELEX Infrastructure, including designated special investments.
- Analyze financial and operating results against approved plans and investment cases; assess profitability, cash flow, leverage and returns on invested capital, and identify material variances and emerging risks.
- Maintain financial models and valuations using appropriate methods, including DCF, trading comparables and sum-of-the-parts; explain key assumptions and changes in value, avoiding double counting across holding levels.
2. Review Business Plans and Strategy
- Review subsidiaries' annual business and investment plans and five-year strategies; challenge market assumptions, growth drivers, capital expenditure and expected returns in coordination with Finance and Planning.
- Assess the strategic fit and potential synergies of assigned investments; provide analytical input to portfolio-level capital allocation recommendations and track agreed follow-up actions.
3. Appraise New and Material Investments by Subsidiaries
- Independently review feasibility studies and financial models for new projects, capacity expansion and entry into new products or markets, in accordance with applicable approval and delegation procedures.
- Test commercial assumptions, capital expenditure, funding assumptions and execution timelines; perform valuation, return, sensitivity and downside analyses, drawing on input from Research, Finance, Legal and technical teams.
- Prepare investment appraisal memoranda highlighting key risks, outstanding issues and recommendations for management review before approval; monitor approved investments against their original investment cases.
4. Assess Restructuring and Portfolio Value Creation
- Support the evaluation of restructuring, capital reallocation and potential divestment options for assigned investments through financial modelling, valuation and scenario analysis, in coordination with relevant functions.
- Support the M&A team on portfolio-related transactions and post-investment handovers; maintain reliable portfolio data, reporting templates and supporting documentation.
Yêu cầu
JOB REQUIREMENTS:
1. Professional Experience
- Minimum 5 years of experience in portfolio management, investment analysis, corporate finance, transaction advisory or financial planning and analysis with substantial exposure to investment appraisal and valuation.
- Experience at a diversified holding company, corporate investment team, institutional investor or reputable advisory firm is preferred; experience working with subsidiaries or investee companies is an advantage.
- Strong financial statement analysis and financial modelling skills, including integrated forecasts, DCF and comparable valuation, investment returns and scenario analysis.
- Practical experience assessing business plans, capital expenditure proposals and post-investment performance. Exposure to industrial businesses, electrical equipment, infrastructure, energy, industrial parks or real estate is an advantage.
2. Analytical & Investment Competencies
- Ability to independently manage assigned analytical workstreams, challenge assumptions constructively and translate complex financial and operating information into clear recommendations.
- Sound understanding of holding-company structures, subsidiary performance and capital allocation; ability to distinguish operating performance, investment returns and changes in valuation.
- Strong communication, presentation and stakeholder coordination skills, with the ability to work effectively with subsidiary management and Group functions.
- Strong proficiency in Excel and PowerPoint.
3. Education & Qualifications
- Bachelor's degree or higher in Finance, Investment, Economics or a related field.
- CFA, ACCA, CPA or other relevant international credentials are an advantage.
- Professional proficiency in English, including reviewing investment materials, writing analytical reports and presenting findings.
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.
1. Professional Experience
- Minimum 5 years of experience in portfolio management, investment analysis, corporate finance, transaction advisory or financial planning and analysis with substantial exposure to investment appraisal and valuation.
- Experience at a diversified holding company, corporate investment team, institutional investor or reputable advisory firm is preferred; experience working with subsidiaries or investee companies is an advantage.
- Strong financial statement analysis and financial modelling skills, including integrated forecasts, DCF and comparable valuation, investment returns and scenario analysis.
- Practical experience assessing business plans, capital expenditure proposals and post-investment performance. Exposure to industrial businesses, electrical equipment, infrastructure, energy, industrial parks or real estate is an advantage.
2. Analytical & Investment Competencies
- Ability to independently manage assigned analytical workstreams, challenge assumptions constructively and translate complex financial and operating information into clear recommendations.
- Sound understanding of holding-company structures, subsidiary performance and capital allocation; ability to distinguish operating performance, investment returns and changes in valuation.
- Strong communication, presentation and stakeholder coordination skills, with the ability to work effectively with subsidiary management and Group functions.
- Strong proficiency in Excel and PowerPoint.
3. Education & Qualifications
- Bachelor's degree or higher in Finance, Investment, Economics or a related field.
- CFA, ACCA, CPA or other relevant international credentials are an advantage.
- Professional proficiency in English, including reviewing investment materials, writing analytical reports and presenting findings.
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
Performance-based bonuses, bonuses on public holidays and special occasions
Chăm sóc sức khoẻ
Full benefits in accordance with Vietnamese labor laws, plus PTI health insurance.
Đào tạo
A professional and friendly working environment with training and career development opportunities.
Xem thêm
Performance-based bonuses, bonuses on public holidays and special occasions
Chăm sóc sức khoẻ
Full benefits in accordance with Vietnamese labor laws, plus PTI health insurance.
Đào tạo
A professional and friendly working environment with training and career development opportunities.
Xem thêm
Thông tin khác
NGÀY ĐĂNG
31/10/2026
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Đầu Tư Tài Chính
KỸ NĂNG
Financial Statement Analysis, Financial Modeling, Dcf And Comparable Valuation, Situation Analysis, Communication skills
LĨNH VỰC
Tài Chính
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
5
QUỐC TỊCH
Không giới hạn
Xem thêm
31/10/2026
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Đầu Tư Tài Chính
KỸ NĂNG
Financial Statement Analysis, Financial Modeling, Dcf And Comparable Valuation, Situation Analysis, Communication skills
LĨNH VỰC
Tài Chính
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
5
QUỐC TỊCH
Không giới hạn
Xem thêm
Thông tin chung
- Thu nhập: Thương lượng
Nơi làm việc
- GELEX Tower, 27-29 Ly Thai To Str., Hoan Kiem Ward, Hanoi, Vietnam.
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