Akiva Yablong, Cfa Email & Phone Number

Miami, Fl, Us

Deerfield, Illinois, Us

San Francisco, Ca, Us

New York, Ny, Us

New York, Ny, Us

US Equities, Structured Equities Large Cap Investment TeamWork directly under the team's Portfolio Managers, assisting in managing the team's various investment products

• Selected as 1 of only 6 students for an intensive venture creation program, requiring the creation of a company and the successful delivery of a pitch presentation to a group of potential investors• Constructed a business model and tested the viability of my business concept by conducting market research and gauging interest among potential customers of the product features they valued most• Identified the technical capability requirements for advancing the concept to a prototype and complete business plan, then assembled a collaborative team of four that satisfied those requirements• Recognized as the sole candidate who sufficiently demonstrated the creation of a viable and attractive investment opportunity, receiving grants to support product development financed by the panel of investors

New York, Ny, Us

- Assisted in portfolio management of ~$18 billion and analyzed market trends for potential opportunities through tactical shifts- Supported in the research, outlook and development of five sections of the Long-Term Capital Markets Assumptions report- Studied performance attribution and produced an in-depth guide allowing for the full delegation of the role to the middle office- Collected market data and produced the presentations for our short-book, quarterly review and semi-annual market insights webcast

New York, Ny, Us

-Facilitated the establishment of a new lending platform for a NYC focused real estate private equity fund by working with an emphasis on enhancing marketing, client development and broker relations-Created two pitch books and three transaction summaries in anticipation of the rollout of the new lending platform-Performed due diligence by contacting over 100 brokers and verifying the valuation of target assets-Recorded monthly bills, adjusted and closed journal entries for acquisitions, sales and operating cash flows of fund assets

Westchester, Il, Us

-Updated the filing system by digitizing and encrypting all necessary documents, speeding up the fetching process by 250%-Studied regulations and received HIPAA certification allowing me to assist the healthcare division adopt the new filing system-Planned and implemented new database access procedures and ensured proper identification of employees to prepare for an audit

-Reviewed transactions to ensure the proper use of business funds while improving transparency and accountability-Surveyed the machinery room and created an inventory maintenance system reducing replacement costs by 10%

-Managed grocery and general consumer goods store, maintained inventory and placed orders to restock while improving store appearance, inventory management, overall cleanliness and customer satisfaction-Overhauled nine employee schedules to minimize labor costs by eliminating unnecessary idle time

-Interacted with customers politely and professionally while resolving any disputes developing customer service skills-Received and was accountable for cash throughout the day, entrusted as key holder to lock up often at day’s end

-Led a weekly children’s group, enabling their parents to attend services in a quiet and respectful environment-Communicated with parents to discuss their children behavior and progress-Collaborated with management and helped with building and renovation plans