30 Wealth Management jobs in Vietnam

Responsibilities

The ideal candidate will have a passion for utilizing data and analytics to optimize portfolio performance. The successful candidate will be responsible for analyzing large datasets, developing predictive models, and generating actionable insights for credit card portfolio management.

• Developing and implementing credit risk models and analytical tools to assess portfolio performance, credit risk, and profitability.
• Analyzing and interpreting data to identify trends, patterns, and insights that drive portfolio management decisions.
• Conducting ad-hoc analysis and data mining to support portfolio optimization and strategy development.
• Collaborating with business stakeholders to understand their needs and requirements, and to develop and implement solutions that meet their needs.
• Creating and maintaining reports and dashboards that provide insights into portfolio performance and key performance indicators (KPIs).
• Designing and conducting A/B tests to evaluate the impact of new portfolio strategies and tactics.
• Maintaining up-to-date knowledge of industry trends, best practices, and regulatory requirements related to credit card portfolio management.
• Communicating complex analytical findings and recommendations to non-technical stakeholders, including senior management.
• Mentoring and coaching junior analysts and data scientists on the team.
• Partnering with data engineers and other technical teams to ensure data quality, availability, and scalability.
• Conducting competitive research to stay informed of market trends, customer preferences, and emerging technologies that may impact the credit card portfolio.
• Perform highly complex activities related to financial products, business analysis, and build dashboards for portfolio monitoring.
• Utilize statistical and machine learning techniques to identify patterns and trends in financial data
• Develop and implement data-driven investment strategies that optimize portfolio performance

Responsibilities

The ideal candidate will have a passion for utilizing data and analytics to optimize portfolio performance. The successful candidate will be responsible for analyzing large datasets, developing predictive models, and generating actionable insights for credit card portfolio management.

• Developing and implementing credit risk models and analytical tools to assess portfolio performance, credit risk, and profitability.
li>Analyzing and interpreting data to identify trends, patterns, and insights that drive portfolio management decisions.
• Conducting ad-hoc analysis and data mining to support portfolio optimization and strategy development.
• Collaborating with business stakeholders to understand their needs and requirements, and to develop and implement solutions that meet their needs.
• Creating and maintaining reports and dashboards that provide insights into portfolio performance and key performance indicators (KPIs).
• Designing and conducting A/B tests to evaluate the impact of new portfolio strategies and tactics.
• Maintaining up-to-date knowledge of industry trends, best practices, and regulatory requirements related to credit card portfolio management.
• Communicating complex analytical findings and recommendations to non-technical stakeholders, including senior management.
• Mentoring and coaching junior analysts and data scientists on the team.
• Partnering with data engineers and other technical teams to ensure data quality, availability, and scalability.
• Conducting competitive research to stay informed of market trends, customer preferences, and emerging technologies that may impact the credit card portfolio.
• Perform highly complex activities related to financial products, business analysis, and build dashboards for portfolio monitoring.
• Utilize statistical and machine learning techniques to identify patterns and trends in financial data
• Develop and implement data-driven investment strategies that optimize portfolio performance

Responsibilities

The ideal candidate will have a passion for utilizing data and analytics to optimize portfolio performance. The successful candidate will be responsible for analyzing large datasets, developing predictive models, and generating actionable insights for credit card portfolio management.

• Developing and implementing credit risk models and analytical tools to assess portfolio performance, credit risk, and profitability.
li>Analyzing and interpreting data to identify trends, patterns, and insights that drive portfolio management decisions.
• Conducting ad-hoc analysis and data mining to support portfolio optimization and strategy development.
• Collaborating with business stakeholders to understand their needs and requirements, and to develop and implement solutions that meet their needs.
• Creating and maintaining reports and dashboards that provide insights into portfolio performance and key performance indicators (KPIs).
• Designing and conducting A/B tests to evaluate the impact of new portfolio strategies and tactics.
• Maintaining up-to-date knowledge of industry trends, best practices, and regulatory requirements related to credit card portfolio management.
• Communicating complex analytical findings and recommendations to non-technical stakeholders, including senior management.
• Mentoring and coaching junior analysts and data scientists on the team.
• Partnering with data engineers and other technical teams to ensure data quality, availability, and scalability.
• Conducting competitive research to stay informed of market trends, customer preferences, and emerging technologies that may impact the credit card portfolio.
• Perform highly complex activities related to financial products, business analysis, and build dashboards for portfolio monitoring.
• Utilize statistical and machine learning techniques to identify patterns and trends in financial data
• Develop and implement data-driven investment strategies that optimize portfolio performance

• Conduct fundamental and quantitative research on securities and market trends.
• Analyze economic data, industry trends, and company financials to identify investment opportunities.
• Develop and manage investment portfolios aligned with client objectives and risk tolerances.
• Monitor portfolio performance, conduct performance attribution analysis, and propose adjustments.
• Prepare detailed investment recommendations, presentations, and client reports.
• Collaborate with portfolio managers and research teams to refine investment strategies.
• Ensure compliance with all regulatory requirements and internal policies.
• Utilize financial modeling and valuation techniques to assess asset values.
• Stay abreast of global financial markets, economic developments, and investment best practices.
• Communicate investment insights and strategies effectively to internal stakeholders and clients.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• CFA designation or progress towards CFA is highly desirable.
• Minimum of 5 years of experience in investment analysis, portfolio management, or equity research.
• Proven ability to perform rigorous financial modeling, valuation, and risk assessment.
• In-depth knowledge of financial markets, investment products, and portfolio theory.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to present complex information clearly.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
• Ability to work effectively in a fast-paced, team-oriented environment.
• High level of integrity and commitment to ethical conduct.

• Conduct in-depth financial analysis, economic research, and market trend monitoring.
• Perform company valuations, financial modeling, and investment risk assessments.
• Identify and recommend investment opportunities across various asset classes.
• Assist in the development and management of investment portfolios.
• Monitor portfolio performance and provide regular reports and insights.
• Prepare comprehensive investment research reports and client presentations.
• Collaborate with Portfolio Managers to execute investment strategies and trades.
• Stay abreast of regulatory changes and their impact on investment strategies.
• Maintain and update financial databases and information systems.
• Contribute to team discussions and provide analytical support for investment decisions.

• Bachelor's degree in Finance, Economics, Mathematics, or a related field; MBA or CFA designation preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or financial research.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• Proficiency with financial data terminals (e.g., Bloomberg, FactSet) and analytical software.
• Strong understanding of capital markets, investment products, and portfolio theory.
• Excellent written and verbal communication skills, with the ability to present complex information clearly.
• High level of analytical and critical thinking ability.
• Proven ability to work independently and manage multiple projects in a remote setting.
• Strong attention to detail and commitment to accuracy.
• Demonstrated understanding of investment principles and risk management.

• Conduct rigorous fundamental and quantitative analysis of equities, fixed income, and alternative investments.
• Develop and maintain sophisticated financial models for valuation, forecasting, and scenario analysis.
• Monitor global economic trends, market developments, and geopolitical events impacting investment portfolios.
• Provide data-driven investment recommendations and contribute to portfolio strategy discussions.
• Analyze portfolio performance, identify drivers of return and risk, and prepare comprehensive reports for stakeholders.
• Conduct due diligence on potential investments and asset managers.
• Assist in the construction and rebalancing of investment portfolios according to client objectives and risk tolerances.
• Stay abreast of regulatory changes and industry best practices in asset management.
• Collaborate with relationship managers to understand client needs and tailor investment solutions.
• Utilize advanced analytical tools and databases (e.g., Bloomberg, FactSet) for research and reporting.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• A minimum of 5 years of experience in investment analysis, portfolio management, or a similar financial role.
• Strong understanding of financial markets, investment products, and portfolio theory.
• Advanced proficiency in financial modeling, data analysis, and valuation techniques.
• Experience with portfolio management software and financial data terminals (e.g., Bloomberg Terminal).
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to present complex information clearly.
• CFA designation or progress towards CFA is highly preferred.
• Ability to work independently, manage multiple projects, and meet tight deadlines in a remote setting.
• High degree of integrity and attention to detail.