À propos de Thao
- Financial analysis & performance monitoring
- KPI design, dashboards & automated reporting (Excel, Power BI)
- Market research, competitor benchmarking & insights
- Process & workflow optimization
- Business strategy support & decision-making assistance
- Due diligence & investment analysis (project-based)
- Structured, result-oriented consulting approach
- Strong analytical and synthesis skills
- Autonomous, reliable and deadline-driven
- Ability to translate complex data into clear insights for decision-makers
- Flexible engagement at a cost accessible for SMEs
Anglais
Bilingue ou natif
Français
Capacité professionnelle limitée
Vietnamien
Bilingue ou natif
Expériences
- MFEXbyEuroclearFundRelation Manager InternCONSEIL & AUDITaoût 2024 - janvier 2025 (5 mois)Paris, France
- Developed and implemented 5 KPI reports and 4 due diligence questionnaires, reducing fund company response times by 50-80% and ensuring adherenceto strict regulatory standards.
- Proactively led one migration project, ensuring a smooth transition for over 60 companies and enhancing client satisfaction. Achieved a 25% response and confirmation rate within the first 3 weeks.
- Provided valuable support to Relationship Managers, including customizing client and training materials, improving Salesforce data accuracy, and streamlining KYC/KYD processes.
- Contributed to an improvement in operational efficiency by optimizing data management and workflow.
- Mirae Asset SecuritySecurity AdvisorCAPITAL-INVESTISSEMENTavril 2021 - juin 2022 (1 an et 2 mois)Ho Chi Minh City, Viêt Nam
- Orchestrated 20+ internal team meetings, consolidating market insights and devising customized investment strategies weekly, delivering a remarkable 15% monthly return on 100+ client portfolios.
- Collaborated seamlessly with the Risk and Research Department, enhancing portfolio performance and tailoring trading strategies for market volatility, driving a threefold increase in the client base within oneyear.
- Spearheaded Marketing team activities as a YouTube coordinator, boosting brand awareness and loyalty, recognized as a top young advisorfor customer satisfaction within district branches
- RIM InvestInvestment Analyst FreelancerCONSEIL & AUDITaoût 2020 - janvier 2021 (5 mois)Ho Chi Minh City, Viêt Nam
- Part of a team of 5 in developing due diligence checklists and protocols for new M&Atransactions, improving efficiency by 15%.
- Played a key role in facilitating a domestic company's M&A deal by enhancing operational efficiency through 5 proposals for product development and growth strategies.
- Created over 10 report frameworks and investment memoranda, achieving a commendable 90% success rate in investment transactions.
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Formations
- Master of International FinanceNEOMA BUSINESS SCHOOL2022Master of International Finance
- HCMCFVG FRENCH VIETNAMESEHCM