Truong Phi Email & Phone Number

Hanoi, Vietnam

• Undertook various roles, ranging from investment analyst and investment management specialist to director of investment. Managed a team of 3-5 members to carry out investment activities for the group, including:Pre-M&A.
• Sourced and analyzed targeted companies and related sectors/industries to generate equity research reports and present investment opportunities to top management.
• Engaged from start to finish in M&A deals, completing one deal in the pharmaceutical industry (valued at about 20 million USD), one deal in the beverage industry (valued at about 13 million USD), one deal in the.
• Participated in the restructuring of multiple companies across various industries such as cosmetics, securities, and pharmaceuticals.
• Monitored the operations of group subsidiaries and reported to the group’s chairman. Worked closely with top management of subsidiaries on a daily basis.
• Attended Board of Directors meetings as a representative of the supervisory board or Board of Directors member for subsidiaries in charge, providing input on improving business activities and strategic directions.Others:

Hanoi

• Conducted equity research using fundamental analysis, including:
• Applied the top-down approach for stock selection.
• Assessed the value of equity securities using discounted cash flow and comparable companies methods.
• Produced equity research reports to support the investment thesis and recommendation.

Hanoi

• Audited many clients, including manufacturing companies, insurance firms, and non-governmental organizations…
• Involved in planning audit engagements, including company research, budgeting, task allocation, and kick-off meetings.
• Reviewed and tested the operation of the accounting system and internal control systems on-site, saving about 5-10% of the budgeted time for most assignments. Discussed audit issues that arose directly with clients and.
• Supported seniors and team managers with completion activities, such as preparing financial statements and management letters.

Hanoi

Dealt with a wide range of customers, airlines, other forwarders and abroad agents.