Portfolio Manager, Equity

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,.