Research Analyst, Financial Analyst, Investment Officer Lê Hữu Trí | ứng viên tìm việc Ngân hàng/Chứng khoán/Đầu tư tại Hồ Chí Minh

Tên trường: RMIT International University

Giai đoạn: 2007 -2010

Tên khoa: Bachelor

Địa chỉ: Hồ Chí Minh

Ghi chú học tập: Bachalor of Commerce

Tên trường: University of Applied Sciences North-Western Switzerland

Giai đoạn: 2010 -2013

Tên khoa: Executive Master of Finance and Banking

Địa chỉ: Hồ Chí Minh

Ghi chú học tập: Executive Master of Finance and Banking

Tên trường: State Securities Committee of Viet Nam

Giai đoạn: 2014 -2017

Tên khoa: Fund management License

Địa chỉ: Hồ Chí Minh

Ghi chú học tập: Fund and Asset management

Tổ chức: Vinasecurities JSC

Giai đoạn: 07-05-2007 -04-01-2010

Hình thức làm việc:

Chuyên môn: • Write company reports • Manage and update information related to the stock list that assigned by manager • Support line manager to write company reports • Using Bloomberg or other tools to create market tracking file in according to client requests • Be responsible in data management, doing statistic

Tổ chức: Dong A Fund Management

Giai đoạn: 01-11-2011 -06-11-2012

Hình thức làm việc:

Chuyên môn: • Screen the market to look for good stocks and make proposals to investment team • Do company analysis, investment deals analysis • Write company reports, sector reports on different industry such as Rubber, Real Estate, and Steel.... • Visit onsite companies and interview key managers to collect information for writing company report • Monitor OTC portfolio, regularly report Portfolio performance to manager • Write daily market comments (both technical and fundamental analysis)

Tổ chức: Thanh Thanh Cong Investment Jsc

Giai đoạn: 01-11-2011 -09-07-2013

Hình thức làm việc:

Chuyên môn: • Support Child Company to build up business plan, prepare financial plan and action plan for 1 year term and 5 years strategic plan (specific in sugar, energy and production industries.) • Collect company financial data and managements on monthly to analysis its performance and to forecast the possibility whether the company can complete the target or not, then give recommendations to improve performances • Do company valuation, new projects feasibility • Do company analysis, industry analysis • Be responsible as team leader in cooperating with IT team to build up IBM Cognos TM1 (system to build up business plan), member of E-Office project and Business Intelligence team • Join to build KPI to assess child company performance yearly • Build procedures, rules, process to establish, assess, and adjust business plan

Tổ chức: Phu Hung Securities Joint Stock Company

Giai đoạn: 03-07-2013 -04-02-2015

Hình thức làm việc:

Chuyên môn: • Track Vietnam securities market on a daily basis to evaluate market trend and stock trends • Prepare investment proposals to manager, the recommendation will include the timing, pricing, and trading strategies • Apply technical analysis combined with fundamental analysis or statistics (excel spread sheet, foreigner trading) to look for good stocks • Monitor portfolio by regularly checking news on macro issues or corporate issues to evaluate how it will effect to market trends or stock trends. Finally, i make proposal to adjust investment position • Write weekly and daily technical analysis report that include market forecast and potential stocks (chart and trading strategies) • Write daily and weekly market comment on Vietnam securities market • Support brokerage department by providing recommendations on choosing good stocks and trading strategies during daily morning meeting • Provide technical analysis for stocks on requests by customers or brokers • Join interview on FBNC channel or write articles about new issues on cafef,vietstock..