1999-2004
Start at small regional broker Trust Investment Company LAND as analyst. Then promoted to senior analyst& head of research. Investment idea generation for trading desk.
Main responsibilities
Create& keep update of wide range of research products such as daily, weekly, strategy, company desk notes etc.
Organizational: Head of Research, 2 analysts in subordination.
Achievements: Building-up Research Department.
2004-2008
Start as analyst at Bank of Moscow. After 1 year was upgrade to senior analyst, then – head of equity research& deputy head of research. Investment idea generation for asset managers& trading desk. Research support of IB.
Main responsibilities
Create& keep update of wide range of research products such as daily, weekly, strategy, company desk notes etc.
Organizational: Head of Equity Research, 10 analysts (equity& fixed income) in subordination.
Achievements: Refurbish of equity research, creation of new research products, formalization of valuation & modeling processes.
2009-2011
Became a head of portfolio management at Bank of Moscow& Deputy head of Bank of Moscow Asset Management Company.
Main responsibilities
Wide range of mutual funds (UIFs), individual portfolios, insurance & pension funds. Total assets under management – about $ 500 mln.
Organizational: Head of Portfolio management, 3 PM’s& 1 analyst in subordination.
Achievements: Modernization of product range, creating new mutual funds (first BRIC-fund in Russia, high-liquid bond& money-market fund, Precious-metal fund), well above-average performance result of funds.
2011- 2018
Joined Raiffeisen Capital Moscow (RCM) as head of portfolio management.
Main responsibilities
Wide range of mutual funds (UIFs), individual portfolios, insurance, pension funds &global fund of funds. Total assets under management – about $ 500 mln.
Organizational: Head of Portfolio management, 3 PM’s& 1 analyst in subordination
Achievements: Modernization of product range, refurbish & create new mutual funds, individual strategies, well above-average performance result of funds.
2019- nowdays
Joined Friedrich Wilhelm Raiffeisen (FWR) — private banking branch of Raiffeisenbank Russia as portfolio manager, executive vice-president
Main responsibilities
Wide range of discretionary mandates (DM), individual portfolios of more than hundred Russian HNWI/UHNWI . Total assets under management – about $ 300 mln.
Organizational: Portfolio manager
Achievements: Modernization of product range, refurbish & create new individual DM’s, well above-average performance result of portfolios.