Senior Investment Analyst
08 February 2022
  • HCMC
  • Open

REPORT TO

DIRECTOR OF DEVELOPMENT

 

DUTIES

The position is going to have the opportunity to participate in a wide range of real estate
transactions including:

  • Financial analysis and modeling/ feasibility studies
  • Market research
  • Competitive analysis
  • Development of investment committee presentations
  • Assistance in the execution of transactions
  • Drafting of memoranda for internal and external use
  • Prepare teasers to send to investors

The details can be described as below:

  1. Feasibility study Prepare feasibility studies for projects in portfolio and pre-feasibility studies for projects in pipeline;
  2. Prepare analytical business plans for investment ideas, competitive analysis and proposals based on the results of the project.
  3. Work with valuation advisor and finalize valuation report for projects.
  4. Market research and site visits to get market insight and practice.
  5. Assist with development of investment committee presentations.
  6. Provide support in preparing financial models for bank loans/bonds with banking partners. Tightly cooperate with finance team during the evaluation process.

Deal Diligence (“DD”):

  1. Buy-side DD:
    • Analyze and validate all the financial, commercial, operational, legal and strategic information from target companies.
    • Present key findings and price adjustments to investment committee.
  2. Sell-side DD:
    • Provide consistent data-room to investors and investors’ advisors
    • Address request and concerns from investors regarding valuation model, financial report, operation and legal process of projects.

Investor relation:

  1. Regular meeting/catch up with existing investors and update posted project information
  2. Collect, check, provide and ensure the consistency of requested information to committed investors.
  3. Prepare investment memorandum and teasers for investors.
  4. Deliver company and project introduction presentation to new investors.
  5. Identify and follow up potential investment deal and potential investor.

Adhoc:

  1. Collaborate with colleagues in various functional areas of the company to meet operational requirements of transactions.
  2. Prepare memorandums for internal and external meetings
  3. Perform other duties assigned by Head of Investment for the development of the team.

 

REQUIRED SKILLS & QUALIFICATIONS:

  • Bachelor’s degree in Finance or Accounting
  • CFA or ACCA is an advantage
  • Strong financial modelling skills, with experience in building sophisticated integrated financial models for investment evaluation purposes
  • Strong communication skills
  • A demonstrated ability to write effectively
  • A desire to work in a team environment, often under pressure
  • 4+ years of experience with a real estate private equity firm, lender, owner/operator, or investment bank
Apply
Applying for position:
Upload CV (PDF)*
Submit
Menu Close
Related careers
Contact us
  • OFFICE HOURS

    9 A.M. – 6 P.M. (GMT+7)

    Tel: (84-28) 3822 9290
    Fax: (84-28) 3822 9288
    Email: info@refico.com.vn

  • HEAD OFFICE

    R.C. REAL ESTATE DEVELOPMENT AND FINANCE CORPORATION

    5th Floor, The Landmark Building
    5B Ton Duc Thang Str., Ben Nghe Ward, District 1, HCMC, Vietnam

Message