Duyen Jade Vo

Angestellt, GP Origination, KWE Advisors

Fähigkeiten und Kenntnisse

Analytical Skills
Deal Execution
Investment Management
Finance
Leadership
Financial Analysis
Mergers & Acquisitions (M&A)
Financial Modeling
Strategy
Microsoft Excel
Financial Reporting
Microsoft Office
Team Leadership
Microsoft PowerPoint
Interpersonal Communication
Teamwork
Project Finance
Interpersonal Skills
Time Management
Investment Banking
Project Management
Valuation
Project Planning
Working with Investors
Strategic Planning

Werdegang

Berufserfahrung von Duyen Jade Vo

  • Bis heute 7 Monate, seit Jan. 2026

    GP Origination

    KWE Advisors

  • 4 Jahre und 8 Monate, Okt. 2020 - Mai 2025

    Senior Associate | M&A Strategy and Transaction

    EY

    • Acted as lead sell-side advisor team for a well-branded multinational healthy nut producer with total deal size of over $100 million. The deal was successfully closed in July 2022. • Prepared high-quality teasers, investment memorandums, management presentations, and client presentations (potential target lists and potential buyer lists, etc.) in a wide range of industries. • Developed and reviewed operating models, business plans and performed business valuation in packaged foods and beverages sectors.

  • 1 Jahr und 4 Monate, Juli 2019 - Okt. 2020

    Investment Analyst

    Bluewave Advisory

    • Took responsible for virtual data room preparation and assisted clients to manage Due Diligence process in an M&A transaction with a deal size of $50 million in renewable energy sector. • Prepared teasers, fact sheets for project companies in wind energy with total capacity of 1,200 MW, and assisted in discussion and negotiation with potential buyers (i.e. funds and developers). • Developed financial model for a below-the-line agency in advertising industry with total deal size of $2 million, prepared i

  • 9 Monate, Nov. 2018 - Juli 2019

    Equity Research Analyst

    Korea Investment & Securities (KIS Vietnam)

    Industry and company analysis: • Analyzed and monitored macroeconomics factors that affect directly the seafood industry (Import-export data, demand & supply, policies, etc) and conducted seafood industry research reports and company research reports (VHC, MPC, FMC). Financial Modeling: • Conducted and developed 5 valuation models for VHC MPC, FMC, ANV, SAB using income approach and market approach. Communication: • In charge of a site visit tour to FMC with the participation of investment funds represen

  • 1 Jahr, Dez. 2017 - Nov. 2018

    Junior Financial Analyst

    Tenzing Pacific Investment Management

    • Analyzed macroeconomics based on economics indicators (Russia, US, China, India, Vietnam, etc). • Accessed a wide range of investment vehicles, including international equities, ETF, bonds, commodities. • Provided investment performance reports on a monthly-basis for client portfolios. • Built a foundation for industry and company analysis. • Proposed successful investment recommendation of Monster Beverage (MNST) for Portfolio Manager, return in 3 months: +20%.

  • 1 Jahr und 6 Monate, Jan. 2016 - Juni 2017

    Vice President of Finance

    AIESEC in Danang, AIESEC Vietnam

    - Set annual budget and execution, cut down expense 10% and increase profit margin to 12%. - Established financial report for quarterly and semi-annually. - Created internal subsidy for product to increase customer quantity over 20% - Ensured development and experience of 5 members in function, who were allocated and recruited in Finance Core team - Responsible for finance function planning and execution.. - Set and centralized accounting system, contributed to improving internal control.

  • 4 Monate, Jan. 2017 - Apr. 2017

    Broker Internship

    FPT Securities JSC (FPTS)

    Wrote and presented report analysis about HVG and HHC. Found and recommended 5 customers to invest stocks. Learned Technical and Fundamental Analysis.

  • 5 Monate, Feb. 2016 - Juni 2016

    OC Finance and Logistics - AIESEC Career Day 2016

    AIESEC in Danang, AIESEC Vietnam

    AIESEC Career Day was one day event that gave career opportunity for students in Danang with workshops and presentations. Partners were Prudential, VinaCapital, La Vie, etc.. - Built budget and logistics plan to run event with 130 delegates and 5 partners. - Executed and managed logistics team to prepare required things for delegates and partners.

Ausbildung von Duyen Jade Vo

  • Bis heute 1 Jahr und 1 Monat, Sep. 2025 - Sep. 2026

    Master of Business Administration - MBA

    Frankfurt School of Finance & Management

  • 2017 - 2018

    Passed CFA level I, level 2 on first attempt

    CFA Institute

  • 2013 - 2017

    Bachelor of Finance and Banking

    Duy Tan University

    - Bachelor of Banking and Finance, a collaborative program between Duy Tan University, Vietnam and Penn State University, the U.S - Conducted research topic: “Government gold auction and its impact on Vietnam economy” - Received Certificates of Achievement from Penn State University, the U.S includ

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