Investment Analyst

Phuong Anh Pham

R.**** CT* Vimeco Building, Nguyen Chanh, Ha Noi ● adrqgh@r.postjobfree.com ● 088*******

EDUCATION

University of Northern Iowa, Cedar Falls, IA

Bachelor of Arts in Finance Investment, May 2018

3.76/4.00 Cumulative GPA – Cum Laude

Passed CFA level 2

EXPERIENCE

Fast Capital Solution Ha Noi, Viet Nam

Investment Analyst Apr.2021 – Present

Develop financial models to assess the economic feasibility of projects for M&A and capital raising transactions with a focus on renewable energy and real estate sectors.

Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.

Develop relationships with new and existing clients in order to expand the pipeline.

Perform due diligence, research, analysis, and documentation of live transactions.

Closed 2 renewable energy M&A deals and advised in bond issuance for TTC Group.

MB Securities Ha Noi, Viet Nam

Equity Research Analyst Nov. 2019 – Apr.2021

Conducted research on securities within textile industry to provide investment recommendations.

Developed financial models on specific stocks to estimate valuation of the business and create charts, dashboards and supporting material.

Produced research reports and publications to be presented to both retail investors and investment funds.

Constructed investment portfolio following predetermined investment mandates to achieve client’s investment objectives.

Oppenheimer & Co. New York, NY

Dividend Associate Dec. 2018 – July 2019

Responsible for daily transactions related to Dividend department including cash dividends, stock dividends, dividend reinvestments, optional dividends, stock elections, buy sell reports.

Responsible for the processing, creating, balancing of tax accounts: EFTPS, 945, 1042 and State IRA withholding.

New Age Drinks New York, NY

Financial Analyst Aug. 2018 – May 2019

Collected and analyzed market data of the new age beverage industry.

Supported strategic cost initiatives, track risks & opportunities to plan, and deliver ad hoc financial analysis for customized data and reports in a knowledgeable and flexible manner to aid in business decisions.

UNI Financial & Accounting Office Cedar Falls, IA

Assistant Accountant May 2016 – May 2018

Monitored a system of control for record of acquisition/ disposition of fixed assets

Prepared monthly fixed asset reconciliation and financial statements on a timely basis

Coordinated with other departments to ensure effective internal communications

Assisted the state auditors in their inquiries.

SKILLS

Advanced knowledge of Microsoft Word, Outlook, Excel, Bloomberg, and FiinPro

Microsoft Office Specialist (MOS) Excel Certificate

Financial model: DCF, Option Pricing Model, Comparable Trading, etc

Fluency in Vietnamese, English and intermediate knowledge of French

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