Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Hoa Cao

Braybrook,VIC

Summary

Financial Advisor with over 7 years of expertise in investment management and financial analysis, formerly at SaiGon Capital JSC. Proficient in developing investment strategies, managing client portfolios, and conducting detailed market analyses to optimize financial performance. Skilled in Microsoft Office, Python, and data analysis, demonstrating a strong ability to handle multiple tasks efficiently and solve complex problems.

Overview

8
8
years of professional experience

Work History

Financial Advisor

SaiGon Capital
07.2018 - 12.2022
  • Supervise and evaluate the performance of short-term and long-term investments, implement investment strategies as directed by management.
  • Conduct market and trend analyses to support investment decisions, identify, and assess risks related to investments and clients' assets.
  • Manage clients' financial portfolios, provide advisory information, and support clients regarding financial products, services, and asset management..
  • Prepare and submit periodic financial reports as required by the company and regulatory authorities.
  • Participate in the development and implementation of new financial products.

Accountant

RHB Securities Vietnam Co., Ltd
01.2015 - 06.2018
  • Process daily financial transactions, check and reconcile transactions, bank accounts, and securities to ensure accuracy.
  • Manage cash flow and liquidity, monitor accounts receivable and payable.
  • Prepare reports and analyze financial data to support the decision-making of the management.
  • Prepare and compile periodic financial reports, ensuring compliance with legal regulations and accounting standards.

Education

Master of Business Infomation Systems

Torrens University Australia
Melbourne, VIC
01.2025

Bachelor of International Economics

National Economics University
Viet Nam
06.2014

Skills

  • Microsoft Office
  • Python
  • Data Analysis
  • Investment Management
  • Multitasking
  • Problem-solving
  • Positive attitude
  • Critical thinking

Languages

Vietnamese
Native or Bilingual
English
Professional Working

Timeline

Financial Advisor

SaiGon Capital
07.2018 - 12.2022

Accountant

RHB Securities Vietnam Co., Ltd
01.2015 - 06.2018

Master of Business Infomation Systems

Torrens University Australia

Bachelor of International Economics

National Economics University

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Hoa Cao