Berkshire Hatheway practices
Shahar Hen, CFA
Portfolio Manager & Financial Analyst
Yavne,M
Summary
Results-driven investment professional with over a decade of experience in asset management, equity and fixed income research, and economic consulting. CFA® charterholder with a strong track record in generating actionable investment ideas, conducting in-depth valuations, and managing capital allocation across global markets. Skilled in financial due diligence, portfolio construction, and strategic engagement with company executives and investors. Combines analytical rigor with operational leadership and a disciplined investment mindset developed through both professional and military command roles.
Overview
13
13
years of professional experience
2
2
Languages
Work History
Portfolio Manager
Falcon Capital L.P
01.2022 - Current
- Led end-to-end investment research and idea generation processes.
- Executed asset allocation strategies in line with the defined investment policy.
- Maintained ongoing engagement with portfolio companies' management.
- Maintaining relationships and communication with fund investors on a regular basis.
Corporate Finance Project Manager
Falcon Financial Consulting
06.2021 - Current
- Composed economic expert opinions for legal and regulatory purposes.
- Performed business valuations across various sectors.
- Led financial due diligence processes in M&A transactions.
- Conducted comprehensive market and industry research.
- Provided financial advisory and cash flow management for corporations.
- Provided financial advisory and cash flow management for corporations.
- Managed capital-raising and debt-financing processes with banks and investors.
- Delivered investment analyses on alternative funds for family office clients.
Educator
Psagot College
08.2012 - 12.2020
- Led classes on Capital Market Studies among retail and institutional investors.
Education
CFA Charterholder - Financial Analysis
CFA Institute
04.2001 -
Skills
Investment research and idea generation
Interests
Work Preference
Work Type
Full TimeWork Location
On-SiteHybridImportant To Me
Stock Options / Equity / Profit SharingPersonal development programsSoftware
Bloomberg Terminal
FactSet
SPGI
Quote
“People calculate too much and think too little.”
― Charles T. Munger
Timeline
Portfolio Manager
Falcon Capital L.P
01.2022 - Current
Corporate Finance Project Manager
Falcon Financial Consulting
06.2021 - Current
Educator
Psagot College
08.2012 - 12.2020
CFA Charterholder - Financial Analysis
CFA Institute
04.2001 -
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