- Fund Management: Global Fixed Income Strategy- Multi-Asset Solutions- Multi-Family Office (MFO), External Asset Management (EAM)- Portfolio Manager running the Avallis Mid-Duration Bond Fund.- Discretionary portfolio management (DPM) for HNW individuals and family offices.

- Assigned as the portfolio manager to construct and run the Avallis Mid-Duration Bond Fund.- Discretionary portfolio management for HNW individuals and family offices.- Portfolio strategic allocation primarily based on global macro, sector and asset class rotation.- Short-term tactical allocation focuses on momentum and mean-reverting long/short strategies.- Investment advisory on structured solutions and financial markets to Relationship Managers and private banking clients.

- Conduct macro research on Europe (core focus) and global markets and provide investment recommendations to the portfolio manager.- Prepare and present weekly updates on latest affairs in the market, together with fellow analysts, PM, and CIO.- Assist the portfolio manager in producing quarterly market reports to clients, monitor rebalancing needs and reassessing strategic and tactical allocation of portfolios.- Investment advisory on structured solutions and financial markets to Relationship Managers and private banking clients.

- Portfolio investment advisory allocated into mutual funds (equity, fixed income, multi-asset, money market).- A Goal-based approach is primarily based on client’s unique constraints and other factors.- Every client’s balance sheet net worth ranges between mass affluent and HNW with different risk tolerance, objectives, and life stages.- Financial advisory is performed holistically to understand the economic net worth of every individual and find ways to cover those shortfalls.- Insurance instruments (Universal-life, death, critical illness, hospitalization, investment-links, endowment, annuity) areimplemented concurrently with investments to ensure the highest probability of reaching every client’s goal (e.g. retirement, housing, legacy planning)- Produces quarterly market reports, rebalancing recommendations and reassessing existing client’s current strategic allocation suitability based on changing needs and life circumstances on a regular basis.