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Candidate

Male, 60 years, born on 3 October 1965

Moscow, willing to relocate (Azerbaijan, Belarus, Georgia, Other regions, Kazakhstan, Kyrgyzstan, Russia, Uzbekistan, Ukraine), prepared for business trips

Portfolio manager

Specializations:
  • Sales manager, account manager

Employment type: full time, project work/one-time assignment, work placement

Work experience 29 years 3 months

October 2016currently
9 years 6 months
Virtus Capital
General Director
Virtus Capital is a new start up fund manager focusing on the Russian market, marketing investment opportunities.
January 2009October 2016
7 years 10 months
Midigon Capital
Investment director
• Responsible for investments and entering the Russian market • Performing in-depth financial and operational due diligence processes on investments, potential M&A as well as portfolios and client companies. Analyzing market trends, competition, and potential strategic partners using information obtained from multiple data sources • Performed DCF analysis, comparables and precedent transactions • Expanded customer base by targeted client acquisition through multiple channels and marketing efforts resulting in growth of over 15% y-o-y compared to budget • Increased 2015 company profitability forecast by 12% by bringing foreign investments
January 2006January 2009
3 years 1 month
Danske Bank & Danske Capital
Senior wealth manager
• Successfully managed the portfolio holdings in the “Nordic 8” and “Global 12” short-term stock-pick list. Grew revenue y-o-y by 15% and successfully introduced the portfolios on the Swedish market • Proactively brought new customers and revenue to the bank by successful book building with Scandinavian Clients and meeting with prospective clients to present investment strategies and to guide them through the investment process • Introduced the new financial tool “the wealth planner” to the Danish and Swedish market • Played a key role in the development of yield enhancement products for the Private Banking high net worth clients to invest in short-term yield enhancement deposits and structured products
January 2002January 2006
4 years 1 month
Midigon Capital
CEO
• Overall responsible for company operations as well as all subsidiaries • Prospected new clients for the firm and created a substantial multimillion book of business • Generated customized analysis of prospective client’s investment portfolios and used it to create portfolio proposals and investment policy statements • Constantly achieved year over year growth with 100% of goals realized for book of business • Managed equity offering and financial advisory presentations, confidential selling memorandums, and internal presentations. Analyzed comparable company and M&A transactions for valuations purposes • Implementation of wealth management tools and strategies and coached teams of analysts, accountants and advisors in the sales and acquisition processes.
January 2000January 2002
2 years 1 month
Ålandsbanken
Senior Portfolio Manager
• Exceeding revenue and customer retention goals while increasing client portfolio through relationship building, outstanding service delivery, cross selling and referral development as well as cultivate and manage new and existing client relationships through effective sales and marketing initiatives • Wrote and produced comprehensive monthly publication: Economic Outlook, complete with commentary, graphs and economics trends that are distributed to clients and staff • Manage portfolio of High Net Worth Individuals, specializing in entrepreneurs & business executives • As a highly motivated and competitive self-starter I exceeded revenue targets by 40% year 1 and with 55% year 2. Also, increased portfolio performance for the majority of HNW clients with on average 10% y-o-y by active model portfolio construction • Increased account base by 20% deposit growth within the last year, through extensive networking, sponsorships and by actively participating in various trade associations and events • Client relationship management, including assisting clients in establishing investment objectives and rate of return expectations • Performing comparative attribution analysis of portfolio versus respective benchmark. - Educating clients about the advantages and limitations of efficient frontier analysis, tactical asset allocation, style analysis, and measures of risk - Developing presentations and performing specialized analytic and consulting projects
January 1997January 2000
3 years 1 month
Nordea Investment Management
Portfolio manager
• Recognized for top performance with the Nordea Global Equity Funds in 1998, 1999 and achieved the highest rating from the Frank Russell Company • Designed and implemented investment processes leading to outstanding performance results across a variety of equity asset classes. Identifying long-term trends with investments to match the Thematic Investment Process, which was the base for all investments in the portfolios. • Co-managed Nordeas Asian equity funds with outstanding results, outperforming index by on average 15% yearly during a 3 year period • Identified and analyzed stocks for inclusion in diversified growth and value stock portfolio, including detailed analysis of financial statements, actual and comparable company valuations, and industry trends as the basis for stock selection. Analyzed macro economic, political, and regulatory trends to predict impact on portfolio stocks

Skills

Skill proficiency levels
Marketing Analysis
Investment Analysis
Investment Banking
Investment Project Analysis
Corporate Finance
Financial Analysis
Financial Management
Sales Management
Strategic Planning
Business Planning
Leadership Skills
Project management
Teambuilding
Negotiation skills
Business Development
Team management
Analytical skills
Financial Modelling
Private Banking
Business Analysis
Presentation skills
Market Research
MS PowerPoint
Start-up project
Product Portfolio Policy
Driving Licence B
Sales Planning
Strategic Marketing

Driving experience

Driver's license category A, B

About me

Experienced Investment & financial Manager with a long demonstrated history of working in the financial services industry. Skilled in Equity Research, Venture Capital, Asset Management, Private Banking, Securities and Equity Trading. Results driven, analytical and focused Senior Executive & Director, investment analyst and financial adviser with strong business development skills and a history of corporate and personal growth. Strong valuation and transaction experience. Goal oriented achiever with focus on business development, wealth management and client satisfaction as well as exceeding financial expectations. Many years of wealth management experience, financial DD and analysis including project managed several M&A transactions, private equity investments and fund management. Exceptional experience in growing new businesses and managing employees, advising on financial products and services and creating business opportunities. Strong professional with a MBA focused in Finance from University of Warwick - Warwick Business School.

Higher education

2006
Higher education
Warwick Business School
Finance, MBA
1997
Higher education
University of Lund
Economics, Finance and corporate finance
1993
Higher education
Berghs School of Communication
Markets, Marketing

Languages

Swedish — Native

Croatian — C2 — Proficiency

Danish — C2 — Proficiency

English — C2 — Proficiency

Norwegian — C2 — Proficiency

Citizenship, travel time to work

Citizenship: Sweden

Permission to work: Denmark, Great Britain, Luxembourg, Russia, Switzerland

Desired travel time to work: Doesn't matter