Aleksandr S.
Investment Compliance Consultant
Experience
Investment Compliance Consultant
Averroes Concept Lounge GmbH
- Implementation of guideline monitoring systems, migration projects, analysis and implementation of contractual and regulatory investment guidelines
- Migrate funds from MIG21 to SimCorp Dimension
- Design, test and implement templates in FundDesigner and SimCorp
- Use the Dakota AI program in FundDesigner to analyse documents and implement changes for client
- Actively cooperate with different teams from different countries and support them
Manager Institutional Clients
BENDURA BANK AG
- Manage the funds and oversee the financial activities of high net-worth clients
- Develop relationships with clients and provide banking services such as personal cash management, secured and unsecured credit, investment management and support in transactions
- Act as the client key interface over initiation of clients’ instructions and monitor funds for payment
- Prepare due diligence and settlement of account openings
- Communicate with Trading, Settlement, Legal, Transactions and Compliance departments
- Settle stock exchange and foreign exchange transactions and process customer inquiries
- Advise on the best wealth management solution for the client
Corporate Actions Analyst
Deutsche Bank AG
- Identify and process voluntary and mandatory events on securities held by clients from beginning to end
- Gather necessary information to process corporate actions accurately and reconcile discrepancies pre and post payable
- Recognize security movements and cash flows associated with each corporate action and respond to client questions
- Check and find required information in Bloomberg and BlackRock Aladdin
- Ensure client instructions for mandatory and voluntary corporate actions are established and approved
- Manage the resolution of daily mandatory and voluntary corporate actions
- Discuss risk management of complex corporate action events with clients
Intern / Trainee Trader
Amplify Trading London
- Provide high quality macroeconomic analysis on an intra-day basis to support institutional and retail trading clients during intensive education across asset classes and products
- Present technical market analysis commended by senior management and rectify errors in Senior Risk Manager’s analysis, eradicating risk and increasing company trading profits
- Achieve outstanding performance: first place overall among team of 30, two second places and one first place during intensive monitoring periods
- Run profitable $100K account across different asset classes and perform intra-day trade execution using advanced technical analysis skills on leading edge trading systems in real time simulation
- Create personalised trading strategies
- Receive intensive training in macroeconomic developments, behavioural finance, trading psychology and risk management in volatile and uncertain market conditions
- Awarded Trading & Financial Market Analysis Certificate (Grade: High Distinction) in 2014
Summary
Ambitious, tenacious, commercially astute investment professional with exceptional technical analysis skills. An experienced, effective trader with a talent for executing profitable trades while mitigating risk. An intuitive builder of rapport in productive relationships at all levels, underpinned by numerical and logical credibility.
“Able to work under pressure and make quick decisions” Armin Jacobi, CEO, Averroes Concept Lounge GmbH
“Hard-working team player with very high moral and ethical standards” Dr. Peter Krenn, CEO, BENDURA BANK AG
“Very intelligent person with a mind well-suited to the world of business” Isabell Luding, Head of Operations, Deutsche Bank AG
“Excellent knowledge of global financial markets and general macroeconomics. Enthusiastic and very capable, with a great working attitude and a desire to achieve over and above what was expected of him.” Piers Curran, Head of Trading, Amplify
Languages
Education
Goethe University
Bachelor · Finance & Accounting · Frankfurt, Germany · 1.3
Certifications & licenses
Trading & Financial Market Analysis Certificate
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