Job Description
The portfolio manager will be involved in a range of investment related activities, including asset acquisitions, divestments and asset management for our Ansible Ventures’ portfolio (Vietnam fund). The Manger will contribute to investment policy and asset allocation discussions, as well as the review and preparation of materials for board and other stakeholder engagement. They are expected to participate in discussions across the portfolio and are encouraged to contribute across asset classes. Thus, they should have a deep knowledge of private investments as well as traditional equity products, hedge funds, and other alternative investment strategies.
What you will do:
• Stay updated on industry trends, market dynamics, and competitive landscapes in Vietnam.
• Conduct company and industry research to support the development of investment strategies/theses in Vietnam.
• Evaluate startups' business models, financials, and growth potential.
• Be involved in the investment transaction process, including identifying and screening new opportunities.
• Assist in managing and scoping the due diligence process.
• Provide rigorous analysis and review of invested company budgeting and forecasting activities.
• Create detailed investment memos, negotiate terms, and other reports to support investment decisions.
• Preparing investment committee presentation materials and other transaction documents.
• Understanding and building financial models.
• Undertake periodic valuations of invested companies.
• Monitoring performance of the portfolio.
• Prepare reports to stakeholders on invested company performance.
• Work on value creation strategies and assist in developing ideas for transaction structures.
• Work with portfolio company management to oversee company performance, formulate and execute business plans and manage other portfolio company strategic initiatives.
• Engaging with key stakeholders.
• Managing relationships.
• Fostering the growth of junior members of the investment team.
If you are excited about the role or working at Alto, we encourage you to apply.
Qualifications:
• Knowledge of the Vietnamese startup ecosystem is a must.
• Full working proficiency in Vietnamese and English is required.
• Prior experience in private equity or investment banking is preferred.
• Strong professional network within the venture capital community.
• Knowledge of accounting, financial statements, and business process improvement.
• Strong analytical skills and proficiency with Excel, PowerPoint, and Bloomberg.
• Fundamental understanding of financial markets, products, and services and experience analyzing investments – particularly venture capital and other private investments.
• Excellent interpersonal, written, and oral communication skills with the ability to explain complex financial and technical information in an understandable manner to individuals and groups.
• High integrity, strong work ethic, team orientation, and genuine intellectual curiosity are a must.
• Ability to work in a fast-paced environment with firm deadlines.
• Self-motivated and proactive, both with respect to managing workload and own professional development.
