Vy Phan Email & Phone Number

As a 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗴𝗿𝗮𝗱𝘂𝗮𝘁𝗲 with experience as an 𝗲𝗾𝘂𝗶𝘁𝘆 𝗮𝗻𝗮𝗹𝘆𝘀𝘁 at a domestic security company, I have cultivated a passion for 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵 and 𝗮𝘀𝘀𝗲𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁. My 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 conducting in-depth research, valuation, and analysis of companies and industries has strengthened my analytical abilities, given me a robust understanding of financial markets and delivered high-quality investment recommendations and insights. My 𝗮𝗺𝗯𝗶𝘁𝗶𝗼𝗻 is to transition into asset management, where I can combine my finance knowledge with a desire to help clients achieve their financial goals through thoughtful, data-driven investment decisions. One of the aspects of 𝗮𝘀𝘀𝗲𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 that I find particularly 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴 is the importance of asset allocation. Understanding that different asset classes (such as equities, bonds, and alternatives) perform differently at various stages of the economic cycle is crucial for building well-diversified portfolios. I want to help clients navigate these complexities by creating personalized investment plans that are adaptable to changing market conditions and aligned with their specific objectives. By staying on top of market trends and utilizing data-driven analysis, I aim to deliver strong, long-term investment performance.I'm excited about 𝗻𝗲𝘄 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗮𝗻𝗱 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 where I can learn more about investment and asset management. If you are looking for a driven, detail-oriented, and analytically minded individual to join your team, I would love to connect and explore how my skills and aspirations align with your organization’s goals.

• Investment Analyst

  Fpt Securities Joint Stock Company

  Mar 2024 - Jul 2024 - Ho Chi Minh City, Vietnam

  A chance to gain direct exposure to the Vietnam stock market and work alongside senior analysts, portfolio managers to provide high-quality research and insightful investment recommendations.- Analyze company financials, evaluate market trends, and develop detailed financial models to assess company valuations and growth potential.- Monitor company 's quarterly earnings, assess management strategies, and understand broader economic trends that affect their performance, all with the goal of supporting sound investment decisions.

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  Foreign Trade University

  International Finance