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резюме (Asset & Portfolio Management)

38 лет, мужчина


Гражданство: Россия

Желаемая должность и зарплата
Asset & Portfolio Management
по договоренности
График, место работы
Полный рабочий день. Ищу работу в городе: Москва . Командировки возможны.
Стаж в желаемой должности
4 года
Профессиональные навыки
I am currently employed but I want make myself available to new opportunities. I want to try myself in new role and new organization - learning, diversifying, networking and bringing my career in finance to the next level. A major company with global exposure would be ideal for me. I am fully authorized to work anywhere in USA, Russia, and Turkmenistan without any restrictions.

Proficient in Schwab & Fidelity, Advent Axys, Portfolio Center, ByAll Accounts, MS Office:
Knowledge of Bloomberg, Morningstar & Zephyr.

"a resourceful, a very open mind, grasp things quickly, having a wonderful personality, a great asset to any department" - by current & former managers

M&A, corporate finance & strategic management
Основное образование
Высшее , City University of New York/ Baruch College, Zicklin School of Business , 2008
Опыт работы

2008, март — продолжаю работать, 9 лет

Trading & Reporting Administrative Associate

Sontag Advisory LLC - New York, NY USA

• Primarily responsible for mutual fund and equity trading at Schwab & Fidelity platform
• Generate Axys reports and Zephyr analyses for client meetings
• Review and follow up on clients’ gift contributions to charities and private foundations
• Responsible for obtaining mortgage information for clients from various vendors
• Monitor and reconcile cost basis, transfers, account closings and consolidations
• Prepare manual portfolio statements in excel for ultra high net worth individuals (12 clients)
• Set up and maintain appropriate comparisons with market indexes and customized benchmarks
• Work closely with financial advisors, client service, traders and custodians


2005, октябрь — 2007, май, 1 год 7 мес

Portfolio Research Analyst/ Intern

Strategic Wealth Management Group - New York, NY USA

• Performed detailed analyses of existing portfolios and constructed new portfolios for clients' accounts
• Utilized Morningstar, Lipper, Schwab, Yahoo Finance and other sources as references
• Prepared Excel spreadsheets for bond ladders, DCA calculations, and rebalancing portfolios
• Mastered the Portfolio Center software to generate reports, analyses, and billings for over 100 accounts
• Performed reconciliation of transactions, security positions, and cash for all trading activities
• Telephoned financial companies to inquire about products and services


1999, декабрь — 2001, май, 1 год 5 мес


A Photo Store - Moscow, Russia

• Managed daily operation of photo store, including merchandising, inventory control, and bookkeeping
• Hired, supervised and prepared schedule for 5 employees
• Trained employees in the proper use of film developing machine
• Marketed store via sales promotions and advertisements
• Recommended product assortments, set pricing, and negotiated costs with vendors

Основное образование
2008 г.в.

Высшее образование (специалист)

City University of New York/ Baruch College, Zicklin School of Business

BBA in Finance/ Investments
2004 г.в.

Среднее профессиональное

Berkshire Community College, School of Business

Associate Degree in Business
2001 г.в.

Неполное высшее

Moscow Aviation Institute (MAI), School of Electronics Engineering

Incomplete Bachelor's Degree in Electronics

Владение языками

Испанский - начальный

Английский - свободное владение

Подробнее о себе

Водительские права

Личный автомобиль есть

Семейное положение

Холост , Детей нет