JOB PURPOSE

  • Responsible for leading and developing the Company’s research and investment analysis function to deliver high-quality research products that support business growth and client development.
  • Lead the Research team in developing investment-related content for retail investors across digital platforms, while also producing in-depth research reports and investment insights for institutional clients.

CRITICAL ACCOUNTABILITIES

1. Research Management and Market Analysis

  • Develop and implement the research strategy in alignment with the Company’s business objectives.
  • Establish and maintain quality standards for all research products.
  • Manage, allocate, coach, and develop the research team.
  • Ensure all research activities comply with applicable regulations, internal policies, and professional standards.
  • Participate in the development, production, and quality control of research publications, including company reports, sector reports, market strategy reports, and thematic investment reports.
  • Analyze and evaluate macroeconomic factors, market trends, and investment opportunities.

2. Institutional Research Product Development

  • Lead the production of in-depth research reports for domestic and international institutional clients.
  • Collaborate with the Institutional Business team in client acquisition, relationship management, and client retention initiatives.
  • Participate in investor meetings, conferences, roadshows, conference calls, and other engagement activities with institutional investors.
  • Present investment theses, market strategies, and research findings directly to institutional clients.
  • Develop differentiated research products that enhance client value and strengthen the Company’s competitive advantage.

3. Retail Investment Content Development

  • Provide professional direction for investment-related content across the Company’s digital platforms.
  • Transform in-depth research insights into accessible and engaging content tailored for retail investors.
  • Participate in developing market commentary programs, livestreams, talk shows, television appearances on YouTube…, and other initiatives aimed at expanding the retail investor base.

OUTCOMES & MEASURES

  • Develop a comprehensive digital investment content ecosystem that enhances brand awareness and supports retail client acquisition and growth.
  • Build a high-quality institutional research platform that serves as a key competitive advantage in the development of institutional client relationships.
  • Strengthen Pinetree’s reputation as a trusted research organization with recognized expertise and positive influence within the Vietnamese capital market.

REQUIREMENTS

1. Educational Qualifications

  • Bachelor’s degree or above in Finance, Banking, Economics, Investment, Accounting, or related disciplines.
  • Professional certifications such as CFA, FRM, or equivalent qualifications are preferred.

2. Professional Knowledge

  • Strong understanding of the securities market, capital markets, and financial products.
  • Knowledge of digital media trends, investment content development, and retail investor behavior.
  • Solid expertise in investment analysis, business valuation, financial analysis, and macroeconomic analysis.
  • Understanding of institutional investor activities, including investment funds, financial institutions, and foreign investors.
  • Good knowledge of regulations and legal requirements related to securities research and capital market activities.

3. Relevant Experience

  • Minimum 10 years of experience in investment research, securities analysis, asset management, investment banking, or related fields.
  • At least 3 years of experience leading and managing a research team.
  • Experience working with and presenting to institutional investors is highly preferred.
  • Experience in investment content development or participation in financial media and communication activities is an advantage.

4. Required Competencies

  • Strong research, analytical, and investment thesis development skills.
  • Ability to produce strategic reports, sector reports, and company research reports.
  • Capability to develop and manage investment-related content across digital platforms.
  • Strong communication, relationship-building, and stakeholder management skills.
  • Proficiency in utilizing data analytics tools, financial modeling techniques, and AI-driven technologies to enhance work effectiveness.

BENEFIT FOR YOU

  • 13th-month bonus and performance bonus (depending on actual business results)
  • Training courses at the mother company
  • Healthcare insurance

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