Liat Loren Zwillinger
Specialist
Summary
Strategic COO & Alternative Investments Executive driving operational performance and market growth for hedge funds. Combines deep expertise in capital markets risk management with a strong background in strategic marketing and investor engagement. Throughout my career, I have successfully bridged the gap between fund operations and market expansion-optimizing risk-adjusted returns while building the fund's brand visibility and investor pipeline. Highly skilled in regulatory compliance, fund administration, and delivering persuasive financial presentations at global industry conferences. A trusted partner to institutional clients, dedicated to operational integrity and commercial success
Overview
1
1
Certification
Work History
COO and VP Marketing
Total Capital
12.2025 - Current
- Operational Infrastructure: Spearheaded the design and implementation of core organizational procedures and workflows from the ground up.
- Risk Management: Developed and executed comprehensive risk management tutorials and compliance protocols to mitigate fund exposure.
- Marketing Strategy: Established formal marketing guidelines, materials and brand positioning to align with the fund's long-term vision.
- Hedge Funds
VC Marketing & Business Development
Total Capital
12.2025 - Current
- Business Development: Leading strategic initiatives to expand the firm's market presence and identify new investment opportunities.
- Fundraising & Investor Relations: Managing relationships with Limited Partners (LPs) and driving capital raising efforts for new funds.
- Client Management: Overseeing portfolio company relations and strategic partnerships to maximize fund value.
- Hedge Funds
Head of Risk and Compliance-Investment Division
Migdal insurance Company Ltd
Petach Tikva
- Establishing risk management policies and procedures for the entire Investment Division.
- Managing financial crime compliance risks.
- Directed development and implementation of Anti Money Laundering framework within the Investment Division.
- Ensured adherence and adequate controls are in place.
- Providing advice and guidance in relation to international regulation related to investment risks- focusing on AML, SANCTIONS, Frauds and FATCA.
- Participating in global leading industry events as a guest speaker-GAIM Monaco, GAIM London.
- Www.migdal.co.il
Operational Due Diligence Officer
Migdal insurance Company Ltd
- Executed thorough due diligence process on hedge fund investments.
Head of Operations
Gems Investment Research Ltd
- Increased customer satisfaction by actively addressing concerns and ensuring timely resolutions.
- Worked alongside executive leadership to advance strategic planning efforts.
- Developed risk assessment procedures to mitigate operational disruptions.
- Supervised team consisting of four analysts.
Senior Analyst & Operational Due Diligence Analyst
Gems Investment Research Ltd
- Performed thorough evaluations of hedge funds.
- In depth Analysis of Financial Statements.
- Cultivated and sustained long-term client relationships around the globe.
- Creation of financial presentations for management and for presenting in conferences.
- Participating and lecturing in top industry conferences.
Education
Financial and Investment courses for pre Master Degree - undefined
NYU- New York University
01.2000
Portfolio Consulting and Asset Management Course - undefined
Meitav School
01.2008
Certified Risk Manager (CRM): Financial Risk Management Program - undefined
ZRisk- The Financial Institute of Israel
01.2015
Bachelor of Science - Majoring in Finance
Fairleigh Dickinson University
01.1999
Skills
- Leadership roles expertise
- Financial modeling
- Risk modeling
- Analytical skills
- Attention to details
- Staff Management
- Decision-Making
- Self-motivated
Certification
Certified Risk Manager (CRM), 2015-05
Languages
English
Hebrew
Timeline
COO and VP Marketing
Total Capital
12.2025 - Current
VC Marketing & Business Development
Total Capital
12.2025 - Current
Head of Risk and Compliance-Investment Division
Migdal insurance Company Ltd
Operational Due Diligence Officer
Migdal insurance Company Ltd
Head of Operations
Gems Investment Research Ltd
Senior Analyst & Operational Due Diligence Analyst
Gems Investment Research Ltd
Financial and Investment courses for pre Master Degree - undefined
NYU- New York University
Portfolio Consulting and Asset Management Course - undefined
Meitav School
Certified Risk Manager (CRM): Financial Risk Management Program - undefined
ZRisk- The Financial Institute of Israel
Bachelor of Science - Majoring in Finance
Fairleigh Dickinson University