Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
References
Timeline
Generic

Yan Moskvin

Richmond Hill

Summary

Professional Investment Manager with over 15 years of experience in the financial markets monitoring current and potential investment accounts. Examines investment opportunities contextualized by market conditions and cost-benefit analysis. Methodical professional that constantly looking for ways to improve clients portfolio along side with growing the bussines. In last position main expertise is in alternative asset class fund (PE, PD, VS, Infra, etc.).

experienced team leader.

Overview

12
12
years of professional experience

Work History

Senior Investment Manager

Gilad pension fund
Tel Aviv
02.2023 - Current
  • Reviewed, analyzed, and evaluated financial statements of potential investments to determine their suitability for the organization.
  • Monitored market trends and economic data to identify new opportunities and make adjustments as needed.
  • Negotiated terms with external parties such as brokers and fund managers in order to secure favorable deals.
  • Prepared detailed reports on current investments, including performance versus benchmark indices.
  • Provided advice on portfolio diversification and other investment-related topics to internal teams and clients.
  • Conducted due diligence reviews of proposed investments to assess financial risks and returns.
  • Created presentations for senior management outlining recommended changes or updates to existing portfolios.
  • Collaborated with colleagues from multiple departments to ensure alignment between investment strategy and overall organizational goals.
  • Managed relationships with external advisors such as accountants, lawyers, tax specialists., necessary for successful transactions.
  • Researched alternative asset classes such as venture capital funds, private equity funds, hedge funds and real estate funds.
  • Performed regular post-investment reviews in order to measure performance against stated objectives.

Senior Investment Manager/Trader

Eshel-Naveh Investments, Octopus hedge fund
Tel Aviv
02.2022 - 02.2023
  • Reviewed, analyzed, and evaluated financial statements of potential investments to determine their suitability for the organization.
  • Developed investment strategies that meet clients' objectives while adhering to established risk parameters.
  • Monitored market trends and economic data to identify new opportunities and make adjustments as needed.
  • Provided advice on portfolio diversification and other investment-related topics to internal teams and clients.
  • Analyzed macroeconomic factors such as inflation rates, GDP growth, currency exchange rates., for impact on investments.
  • Collaborated with colleagues from multiple departments to ensure alignment between investment strategy and overall organizational goals.
  • Maintained up-to-date records of all investments including purchase amounts, fees paid, dividends received.
  • Participated in meetings with prospective investors regarding investment opportunities available through the organization.
  • Performed regular post-investment reviews in order to measure performance against stated objectives.
  • Presented recommendations for strategic repositioning of assets when warranted by changing market conditions.
  • Analyzed investment performance, portfolio attributes, benchmark composition and performance attribution to assess role and fit of investment strategies.
  • Participated in development and delivery of proposals to prospective new client relationships.
  • Conducted industry and market research and assisted in business development efforts.
  • Summarized investment strategies and performance results with internal and external customers across continuum of investment management delivery channels.
  • Communicated with stockholders or other investors to provide information or raise capital.
  • Reviewed and monitored stock exchange trends to identify profitable trading opportunities.
  • Executed trades in stocks, bonds, options and futures contracts using electronic trading platforms.
  • Monitored portfolio performance to ensure that risk levels remain within acceptable limits.
  • Provided guidance on asset allocation decisions based on an understanding of each client's objectives and constraints.
  • Researched macroeconomic trends in order to identify sectors where there may be profitable trading opportunities.
  • Worked closely with other traders in order to capitalize on arbitrage opportunities across multiple markets.
  • Evaluated companies' financial statements in order to determine whether they are suitable investments.
  • Communicated regularly with clients regarding their portfolios' performance and any changes which may have been made.
  • Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
  • Reported on monthly trading activity and volumes for management teams.
  • Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
  • Oversaw work of 2 investment personnel.

Senior Investment Advisor

UMTB-Bank
Haifa
01.2012 - 02.2022
  • Analyzed financial data and generated investment strategies for high-net worth clients.
  • Developed detailed portfolio reviews to monitor performance and identify potential opportunities for improvement.
  • Conducted research on various markets, securities, and economic trends to inform investment decisions.
  • Provided comprehensive advice regarding asset allocation, risk management, tax planning, and estate planning.
  • Evaluated client portfolios to ensure they meet the objectives of their individual goals.
  • Identified areas of opportunity in the market that could lead to increased returns on investments.
  • Gathered information from clients to assess their risk tolerance level and develop appropriate investment strategies.
  • Collaborated with other advisors to create a diversified approach to investing that minimized risk while maximizing returns.
  • Worked closely with clients in order to understand their financial needs and goals.
  • Advised clients on stock selection based on fundamental analysis of companies' financial statements.
  • Researched new products and services available in the marketplace as well as how they may benefit clients' portfolios.
  • Monitored changes in the economy and markets which would have an effect on client's portfolios.
  • Executed trades according to the approved strategy established by the client.
  • Maintained up-to-date knowledge of regulations governing investments in order to provide compliant advice.
  • Reviewed all transactions prior to execution ensuring accuracy of trading instructions given by clients.
  • Facilitated regular communication between clients and internal team members in order to ensure expectations are met or exceeded.
  • Participated in training sessions designed to increase knowledge base around financial markets, products, regulations.
  • Attended industry conferences and events as a representative of company brand and offerings.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Provided ethical, objective and holistic financial planning advice to clients.
  • Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Facilitated client meetings with comprehensive investment strategy planning.
  • Increased assets under management by offering investment solutions to clients.
  • Promoted business to increase customer base and grow revenue.
  • Grew assets under management through referrals and new business opportunities.
  • Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
  • Expertly managed client portfolios to maximize returns and maintain risk tolerances.
  • Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
  • Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
  • Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
  • Oversaw work of 2 investment banking personnel.

Education

Bachelor of Arts - Economics And Managment

Ruppin College
Ruppin-Israel
08-2008

Skills

  • Capital Raising
  • Cash Flow Management
  • Portfolio Management
  • Hedge fund management
  • Wealth Management
  • Derivatives trading
  • Asset Allocation
  • Technical Analysis
  • Financial Analysis
  • Proposal Review
  • Business Development
  • Investment strategies
  • Due diligence
  • Stock options
  • Negotiation trained
  • Customer Service
  • Time management abilities
  • Organizational Skills
  • Multitasking
  • Team Collaboration
  • Professionalism
  • Analytical Thinking
  • Problem-solving abilities
  • Client Relations
  • Self Motivation
  • Stock Trading
  • Adaptability
  • Team Leadership
  • Stock Market Terminology
  • Interpersonal Communication
  • Task Prioritization
  • Attention to Detail
  • Securities Advisement
  • Customer Needs Assessment

Accomplishments

  • Employee of the year 2010 in northern region-Israel UMTB bank.

Languages

Hebrew
First Language
English
Proficient (C2)
C2
Russian
Advanced (C1)
C1

References

References available upon request.

Timeline

Senior Investment Manager

Gilad pension fund
02.2023 - Current

Senior Investment Manager/Trader

Eshel-Naveh Investments, Octopus hedge fund
02.2022 - 02.2023

Senior Investment Advisor

UMTB-Bank
01.2012 - 02.2022

Bachelor of Arts - Economics And Managment

Ruppin College

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Yan Moskvin