Umiejętności
Alternative Investment Strategies
Bloomberg
Analiza finansowa
modelowanie finasowe
Fundusze hedgingowe
Bankowość inwestycyjna
Managerial Finance
Microsoft Excel
akcje
Asset Management
Języki
angielski
biegły
Doświadczenie zawodowe
Research Analyst
Liongate Capital Management
• Produced qualitative due diligence and quantitative analysis on equity long-short and event driven hedge fund managers.
• Created statistical Excel models for quantitative research on investment funds and portfolio management. Designed new risk systems and reporting.
• Built a CDS valuation model as part of a fixed income project aimed at diversifying client's
USD 6 billion Treasury Portfolio.
• Performed allocation analysis of investments. Analysed risk-return drivers for funds and portfolios.
• Monitored performance, developments and style drift of managers.
• Wrote monthly performance summaries and market commentaries for investors.
• Participated in portfolio construction proposals to meet specific investment targets.
• Created statistical Excel models for quantitative research on investment funds and portfolio management. Designed new risk systems and reporting.
• Built a CDS valuation model as part of a fixed income project aimed at diversifying client's
USD 6 billion Treasury Portfolio.
• Performed allocation analysis of investments. Analysed risk-return drivers for funds and portfolios.
• Monitored performance, developments and style drift of managers.
• Wrote monthly performance summaries and market commentaries for investors.
• Participated in portfolio construction proposals to meet specific investment targets.
Analyst
Liongate Capital Management
• Created valuation model and assisted in Liongate’s acquisition process completed in May 2013.
• Acted as a point of contact for the revenue information to external parties such as M&A advisors and auditing firms.
• Redesigned and automated in-house systems. Reduced time of operations from 3 weeks to 2 days and significantly increased the accuracy of data.
• Developed a number of Excel VBA macros – which automated many operational, clients reporting, accounting, risk and analysis processes saving Liongate over USD 70,000 a year.
• Managed projects and supervised a team of up to 4 developers.
• Acted as a point of contact for the revenue information to external parties such as M&A advisors and auditing firms.
• Redesigned and automated in-house systems. Reduced time of operations from 3 weeks to 2 days and significantly increased the accuracy of data.
• Developed a number of Excel VBA macros – which automated many operational, clients reporting, accounting, risk and analysis processes saving Liongate over USD 70,000 a year.
• Managed projects and supervised a team of up to 4 developers.
Szkolenia i kursy
CFA Level III Candidate
Specjalizacje
Finanse/Ekonomia
Zarządzanie finansami