Kinh nghiệm làm việc
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Investment Analyst
Delta West
Advised a US$0.8bn U.S. consumer lending fintech on Vietnam market entry, structuring M&A and bank partnership strategies, and driving execution across product roadmap, entity and finance function setup, and financial modeling to support term sheet negotiations with banking partners.
• Executed due diligence for a Japanese strategic investor in the quartz stone industry and a Singaporean investor in the oil sector (~$50m deal size), leading loan restructuring assessments and equity investment analysis.
• Structured valuation, directed due diligence, and drafted the MOU for a US$2m IT outsourcing transaction; built financial models and led pre-deal preparation focused on financial structuring and go-to-market readiness in the U.S. and EU markets.10/2024 - Hiện tại -
Investment Banking Analyst
Index Partners
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Deal Phase:
- Assisted in the creation of comprehensive marketing materials, including: (i) Information Memorandum: Developed detailed presentation decks, conducted market and competitive analysis, and synthesized industry insights; (ii) Financial Model: Prepared relative valuations using multiples from CapIQ, Reuters, Euromonitor, etc., and developed financial forecasts.
- Collaborated with senior team members to audit and refine financial models, ensuring accuracy and robustness.
- Conducted financial analysis in paralel.12/2023 - Hiện tại -
Financial appraisal
TNHH Nam Việt
03/2022 - 06/2022 -
Cộng tác viên
Chứng Khoán Rồng Việt
05/2021 - 09/2021
Quá trình học tập
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Đại học Kinh tế TP.HCM
Finance
10/2020 - 05/2023 -
SAPP
Finance CFA lv1
05/2021 - 08/2021
Tên giải thưởng
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Top 5 HFA
05/2023 -
Top 10 Investment Analyst Expert
02/2023 -
Á Quân Economy Arena Vietstock
04/2021
Kỹ năng & chứng chỉ
CFA lv1
Thứ 4, 17-05-2023
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