LOCATION:

Hanoi: GELEX Tower, 27-29 Ly Thai To Str., Hoan Kiem Ward, Hanoi, Vietnam.

Ho Chi Minh: 70-72 Nam Ky Khoi Nghia, Sai Gon Ward, HCMC.

REPORTING TO: Investment Research Manager

KEY RESPONSIBILITIES:

1. Conduct Macro, Sector and Market Research

  • Monitor domestic and global macroeconomic trends and prepare periodic updates on their implications for sector outlook and the Group’s investment priorities.
  • Analyze industry structure, value chains, supply-demand dynamics, competition and regulatory developments across assigned sectors, including energy, infrastructure, logistics and new business areas.
  • Develop sector outlooks, scenarios and investment theses; identify growth drivers, key risks and potential areas for further investment evaluation.

2. Analyze and Screen Investment Opportunities

  • Identify and screen potential greenfield opportunities and new business areas against the Group’s investment strategy and criteria.
  • Assess business models, market potential and competitive positioning; build financial models, preliminary valuations and sensitivity analyses to evaluate investment feasibility and risks.
  • Support the M&A team with sector research, market benchmarks and analysis of key business assumptions for due diligence and valuation.
  • Provide sector updates and research inputs to the Portfolio Management team; flag material developments that may affect existing investments.

3. Deliver Research Outputs and Coordinate Assigned Work

  • Independently execute assigned research workstreams, prepare research outlines and deliver reports and presentations for review by the Research Manager.
  • Coordinate inputs from internal teams, subsidiaries and advisers; consolidate findings and track assigned tasks during early-stage research and investment evaluation.
  • Maintain research databases, models and source documentation; verify data and assumptions to ensure accurate, consistent and timely analysis.
  • Engage with industry experts, research providers and potential partners to gather market intelligence and validate findings; share insights and support junior colleagues as needed.

JOB REQUIREMENTS:

1. Professional Experience

  • Minimum 5 years of experience in investment research, investment analysis or related advisory work. Experience at investment firms, securities companies or corporate investment teams is preferred.
  • Solid foundation in macroeconomic, sector, market and company analysis, with the ability to translate research into practical investment insights.
  • Research experience in at least one of energy, infrastructure, logistics or other capital-intensive sectors, with the ability to build knowledge of new industries.
  • Strong financial statement analysis, financial modeling, valuation and scenario analysis skills; an understanding of project feasibility and long investment cycles is an advantage.

2. Research & Investment Competencies

  • Strong analytical thinking, with the ability to develop independent, evidence-based views and explain key assumptions and risks.
  • Ability to manage assigned work independently, meet deadlines and take ownership of analytical quality, with guidance on complex issues.
  • Clear report writing and presentation skills; ability to discuss findings constructively and collaborate with internal teams and external advisers.
  • Proactive, detail-oriented and collaborative, with a high degree of prudence, integrity and accountability.

3. Education & Qualifications

  • Bachelor’s degree or higher in Finance, Investment, Economics or a related field.
  • Progress toward the CFA qualification or other relevant professional credentials is an advantage.
  • Good command of English, including reading research materials, writing reports and communicating in professional discussions.

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.

CONTACT:

Interested candidates, please send your application details to the following email: Tuyendung@gelex.vn