Experienced and driven Senior Analyst with an impressive background in managing multi-million dollar trades while providing analysis and account support within client portfolios; experienced in setting up securities, funds, and accounts while analyzing trade data. Possesses a highly organized work ethos in managing communication channels between clients and senior management, while being knowledgeable in various applications and finance-related software. Worked to reduce business expenses and develop logical and advantageous internal projects. Experienced in creating proposals using LEAN methodologies and process optimization. Furthermore, professional experience in delivering training to new hires and junior employees. Providing supervising and over-viewing for fewer experienced colleagues.
- Provide excellent financial service to institutional clients;
- Acting as the main point of contact for process queries and administrators;
- Supervising and over-viewing fewer experienced employees; - Continued process development by actively identifying and verifying risk associated with existing protocols;
- Being manager assistant and completing administrative tasks related to team management;
- Delivering projects in a timely manner to senior management;
- Coordinating of organization German language classes.
- Execution of client's requests in a timely manner according to SLA;
- Acting as the main point of contact for process queries and administrators;
- Training and educating other company employees;
- Verifying and maintaining data in systems using Bloomberg;
- Setting up different types of securities, accounts, funds, etc
- Continued process development by actively identifying and verifying risk associated with existing protocols;
- Delivering projects to clients in a timely manner
- Member of the internal committee PRISMA as Marketing&Communications Officer
- Collaboration with various counterparts: internal (managers, project managers, etc) and external (brokers, clients, etc);
- Supporting and delivering training to new hires/junior team members;
- Supporting and mentoring new juniors
- Supporting resolutions that involve complex queries by cooperating with internal teams and external parties worldwide;
- Supporting process improvement - LEAN project management and other internal projects;
- Running the own internal project to improve internal processes and KPI;
- Supporting Team Leader with team management and work distribution;
- Adhering to relevant deadlines
- Assisting with administrative tasks: schedule and conducting meetings, gathering reports
Career in finance
Personal Brand
Project management
Career in finance