General Description
The Senior Specialist in Investment Management will support the Investment Management Department in managing the investment portfolio, relationships with joint venture investors, and monitoring risk/compliance to ensure optimal investment efficiency and smooth partnerships aligned with the company's strategic objectives.
Main Responsibilities
1. Investment Portfolio Management
- Analyze and evaluate the implementation of business plans of subsidiary companies.
- Propose and evaluate options for capital increase/decrease, capital withdrawal, and profit distribution to optimize project investment returns.
- Support management of project development progress and maintain transparent communication with working groups on critical tasks necessary to ensure smooth operations.
- Participate in and implement Nam Long's commitments to partners (commitments on internal rate of return, capital mobilization, commercial real estate purchases, etc.) at project companies.
- Support monitoring and effective management of investment portfolio operations to meet development progress, financial targets, and investment returns (such as internal rate of return, payback period, return on equity, return on equity and dividends).
2. Support monitoring of annual/3-year business plans at subsidiary companies.
- Support analysis of financial and operational data, as well as business plans of subsidiary companies to provide detailed information and recommendations to improve project efficiency.
3. Implement investment management processes and standards to evaluate investment efficiency for subsidiary companies.
- Support preparation of financial models and business forecasts of subsidiary companies to ensure they accurately reflect actual project development progress and timeline, as well as investment plans.
- Prepare reports and presentations for management and stakeholders on the status and operational efficiency of the investment portfolio.
- Proactively assess and identify external and internal factors that may affect project efficiency, propose risk mitigation strategies when necessary.
- Identify, evaluate, and manage risks related to the investment portfolio, ensure compliance with internal policies, legal regulations, and contractual obligations.
- Support direct manager in any other strategic tasks or projects as required, including market research, financial modeling, and business development planning.
Job Requirements
Education / Experience
- Bachelor's degree in Finance / Banking / Economics / Business Administration / Accounting.
- At least 3 years of experience in investment analysis, real estate, investment portfolio management, or audit, preferably in real estate or finance.
- CFA/ACCA/CPA/CAIA certification is an advantage.
- Proficient in English.
Professional Skills
- Ability to analyze the general situation of the company and real estate industry.
- Ability to analyze, evaluate, and assess financial needs (amount, timing) and risk level in financial plans.
- Ability to analyze and synthesize information to support decision-making.
- Ability to build relationships with internal and external parties.
- Comprehensive knowledge of business law, securities law, and related specialized laws.
Competencies
- Quick learner with a self-development mindset
- Teamwork
- Good analytical and calculation skills
- Time management skills.
Mindset & Behavior
- Communication skills, listening, and forward-thinking mindset
- Attention to detail
- Results-oriented
- Honesty, professionalism, and sense of responsibility (Core values)
