Son Phan

• Established work plan and KPIs for a team to cover 21 companies in 3 industries including Industrial Real Estate, Automobiles, and Utilities; • Reviewed financial models and critically evaluated investment theses in 38 initiation and valuation reports; • Forged relationship with clients by proceeding daily queries and delivering 33 presentations; • Generated investment ideas and proposed 3 deals of IPO/OTC stocks with realized return of over 20% each.

• Built financial models for performance forecast and valuation of 16 companies in Industrial Real Estate and Utilities sectors with market capitalization of $0.2bn – $1.5bn; • Frequently monitored and analyzed financial data of covered companies to publish 39 investment ratings; • Optimized modeling, cashflow projection, credit analysis, and valuation package by creating Excel-based template to standardize financial models of non-financial firms.

• Synthesized data to build projection models for 2 Exchange Traded Funds (ETFs: Market Vector Vietnam ETF and FTSE Vietnam ETF); • Supported analysts by synthesizing and visualizing data from Bloomberg and Reuter terminals.

• Supported the activist investment fund do screening by establishing database of companies in target pool using financial reports and on-site studies; • Built draft financial models with initial valuations for 6 companies in beverage and automobiles sectors.

Corporate Finance, Derevatives Strategies and Pricing, Fixed Income Markets, International Asset Management, Quantitative Risk Management

Micro- and Macro-economics, Advanced Mathematics, Investment, International Business Law