Financial Analyst
CurrentFinancial Analyst at Golden Future - Advising, a division of Golden Group, working with clients between 500K and 5M Euros in financial assets. Main functions:• Performed continuous analysis of clients’ portfolios to assure, at any time, the best possible asset allocation;• Prepared investment proposals and monthly reports;• Collaborated in personalized portfolio management;• Created initial consultations (ICs) for potential clients. Among other areas, present transparency, independence and cost-efficiency;• Provided specific analysis of financial products as well as market events;• Participated in the Monday morning weekly committee for the purpose of discussing previous and next week major market highlights.In order to guarantee the best asset allocation, according to each investor risk profile, our diversification process included different weights in the following asset classes:• Cash;• Bonds (Government, Corporate, High Yield and Emerging Markets);• Stocks (US, Europe, Emerging Markets,...);• Alternative Investments (Hedge Funds);• Commodities.As a result, our team had to deal on a daily basis with Excel, Acess, Bloomberg Terminal and Refinitiv Database.
