Experienced equity trader with extensive expertise in Vietnam financial markets. Recently promoted to Assistant Portfolio Manager of two ETFs at a foreign asset management firm with multi-billion-dollar investment funds.
Overview
7
7
years of professional experience
Work History
ASSISTANT PORTFOLIO MANAGER
KIM Vietnam Fund Management
03.2023 - 06.2023
Assisted in the management of two ETFs by monitoring investment holdings and rebalancing when necessary.
Developed rebalancing strategies to minimize risk exposures
Managed daily operations including trade execution support, cash flow monitoring.
Enhanced portfolio performance by identifying and analyzing investment opportunities.
SENIOR TRADER
KIM Vietnam Fund Management
01.2021 - 02.2023
Executed equity trades while monitoring and managing cash flow and positions
Worked closely with the investment and research team to ensure efficient implementation of investment decisions
Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions
Worked with Brokers, Middle Office and Custodian banks to resolve trade breaks and matching issues
Assisted in implementing Order Management System (OMS) to reduce operational complexities and improve efficiencies in trading processes.
SENIOR EQUITY SALES TRADER
Yuanta Securities Vietnam
01.2018 - 12.2020
Executed sell & buy clients' orders in an efficient and timely manner
Provided trading recommendations to clients, assisted to expand clients' portfolio
Assisted in account opening process for new clients
Sourced block trades for major institutional clients
Maintained close relationships with clients and updated market activities on a daily basis
Published daily end of day and morning notes to outline market colors and movements and highlight outstanding flows
Collaborated with Research and Sales to provide recommendations and answer clients' questions in a timely manner
Informed clients' PM/Traders of market movements and development
Worked with IT, operation team, and custodian banks to ensure the trading process is smooth.
EQUITY TRADER
Mirae Asset Securities (Vietnam) LLC
10.2016 - 11.2018
Supported institutional clients in account opening and trading procedure
Executed orders in the manner of optimizing client's interests
Effectively communicated with clients from different cultures
Monitored market and provided regular daily updates to clients.
Team Leader of General Management Team at KIM Vietnam Fund Management CompanyTeam Leader of General Management Team at KIM Vietnam Fund Management Company
Associate Director, Business Risk Management Lead at HSBC Germany, Fund Advisory ManagementAssociate Director, Business Risk Management Lead at HSBC Germany, Fund Advisory Management