About 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
English
Native or bilingual
French
Conversational
Vietnamese
Native or bilingual
Experience
- MFEXbyEuroclearFundRelation Manager InternCONSULTING AND AUDITSAugust 2024 - January 2025 (5 months)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 AdvisorPRIVATE EQUITYApril 2021 - June 2022 (1 year and 2 months)Ho Chi Minh City, Vietnam
- 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 FreelancerCONSULTING AND AUDITSAugust 2020 - January 2021 (5 months)Ho Chi Minh City, Vietnam
- 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.
Recommendations
Be the first to recommend Thao
Help this freelancer shine by sharing your experience working together.
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- Master of International FinanceNEOMA BUSINESS SCHOOL2022Master of International Finance
- HCMCFVG FRENCH VIETNAMESEHCM