Role Objective: Support the Board of Management in investor relations, fundraising preparation, shareholder reporting, and market research. A unique aspect of this role is bridging deep financial analysis with AI-driven workflows to automate repetitive tasks, structure corporate data, and optimize communication efficiency with investors.
Key Responsibilities
Finance Collaboration & Financial Analysis
Shareholder Financial Reporting: Directly collaborate with and support the Head of Finance & Accounting in gathering, preparing, and compiling financial materials and reports for shareholder meetings, Board of Directors meetings, or periodic financial updates for investors.
Financial Research & Analysis: Conduct in-depth analysis and assessment of the company’s internal financial health (revenue fluctuations, expenses, cash flow, and operational efficiency metrics); identify potential financial risks or opportunities to advise the Head of Finance and the Board of Management.
External Data Standardization: Act as a bridge to translate internal accounting and financial data into standardized international financial metrics and charts that are clear, intuitive, and tailored to institutional investors' language.
Investor Relations & Strategic Communication
Fundraising Materials Development: Lead the preparation of investor presentations (pitch decks), corporate profiles, periodic investor updates, and other fundraising-related materials.
Data Room Management: Build, maintain, and update a secure virtual Data Room for investor Due Diligence, ensuring all financial, corporate, and legal documents are accurate, well-structured, and audit-ready.
Relationship Management: Coordinate communication channels, track follow-ups, and respond to inquiries, commitments, or meeting outcomes with current and prospective investors.
AI-Enabled IR Workflow Optimization
Task Automation: Leverage advanced AI tools (ChatGPT, Claude, etc.) to accelerate repetitive tasks, such as drafting investor updates, summarizing business performance, generating financial Q&A documents, synthesizing meeting minutes, and monitoring market/competitor news.
Knowledge Management Systems: Build lightweight automation workflows combining AI with tools like Notion, Google Workspace, and Sheets to manage internal knowledge; ensure financial and business metrics are reused consistently across pitch decks, FAQs, and governance reports.
Standard Operating Procedures (SOPs): Create templates and standardized prompt libraries to automate data extraction or quick summaries from raw financial report files.
Strategic Materials & Research
Market Research: Conduct deep-dive research into the market, Fintech/financial sector trends, and competitor movements to support the Board of Management in strategic planning and fundraising pitches.
Executive Support: Prepare Board of Directors meeting materials, executive briefs for the CEO, and fundraising memoranda.
Required Skills & Experience
Professional Experience: Prior experience in Investor Relations (IR), Corporate Finance, Auditing/Management Accounting, Financial Analysis, Venture Capital (VC), Startup Operations, or Corporate Communications is highly preferred.
Financial Analytical Capability: Strong ability to read, understand, and analyze Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement). Advanced Excel skills for data analysis are required. (Candidates pursuing or holding professional certifications such as CFA, ACCA, CMA, etc., are preferred).
Language Proficiency: Full professional proficiency in written and verbal English (the primary language for investor communications); strong Vietnamese communication skills are a plus.
AI & Automation Literacy: Hands-on experience and proficiency in utilizing AI tools to optimize work efficiency (writing, research, summarization, or data extraction). Possess a systems-thinking mindset focused on building scalable workflows rather than manual workarounds.
Soft Skills: Extreme attention to detail (especially with financial figures). High integrity with a strict mindset regarding information security and the handling of confidential corporate data. Ability to adopt the perspective of both the business and the investor to communicate effectively.
- Hà Nội: Capital Building Ngõ 36 Giang Văn Minh, Phường Ba Đình (quận Ba Đình cũ)
Thứ 2 - Thứ 6 (từ 09:00 đến 17:15)