Executive In Strategic Transition
Kati Eriksson | Strategic Advisory
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Kati Eriksson, Cfa Email & Phone Number
Executive in Strategic Transition
at
Kati Eriksson | Strategic Advisory
1 work email found
@aalto.fi
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive in Strategic Transition
Location
Helsinki, Uusimaa, Finland
Who is Kati Eriksson, Cfa? Overview
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Quick answer
Kati Eriksson, Cfa is listed as Executive in Strategic Transition at Kati Eriksson | Strategic Advisory, based in Helsinki, Uusimaa, Finland. AeroLeads shows a work email signal at aalto.fi and a matched LinkedIn profile for Kati Eriksson, Cfa.
Kati Eriksson, Cfa previously worked as EVP, Asset Management at Aktia and Member | Board of Directors at Rake Oy. Kati Eriksson, Cfa holds Msc. Economics, Finance, Accounting from University Of Oulu.
Company email context
Email format at Kati Eriksson | Strategic Advisory
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*@aalto.fi
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Profile bio
About Kati Eriksson, Cfa
Financial services and investment management professional with passion for strategy and working culture. A pragmatic developer. Strong capability of reaching ambitious targets. Proven ability to take action, generate enthusiasm, lead change and get results. Thoughtful way of framing the relevant and communicating.A value-based leader. Leading people by example, facilitating collaboration and empowering individuals and teams to grow and excel. Strong social skills and broad network locally & globally. Curious, lifelong learner. High sense of fiduciary duty. An advocate for integrity, education and professionalism in the financial industry.
Listed skills include Portfolio Management, Investments, Asset Allocation, Risk Management, and 17 others.
Current workplace
Kati Eriksson, Cfa's current company
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10 roles
Kati Eriksson, Cfa work experience
A career timeline built from the work history available for this profile.
Evp, Asset Management
Current
Jan 2024 - Present
Member | Board Of Directors
Current
Rake Oy
Jun 2024 - Present
Head Of Institutional Banking Finland
Dec 2019 - Oct 2023
Head Of Investments
Successfully set up new institutional investor to generate sustainable funding for top quality research and education. Formed goals, spending policy and long-term strategy. Executed the endowment strategy, while building joint culture into the endowment management. In charge of endowment investment management, multi-asset portfolio of EUR +1bn. Responsible.
Jun 2014 - Dec 2019
Head Of Strategic Analysis
Responsible for developing strategic and dynamic asset allocation, also participating in TAA decisions. Developing market indicators for asset allocation decisions. Introducing new strategies.In charge of yearly Investment Policy and Limits projects. Long-term return expectations and portfolio optimization. Benchmarking. Portfolio structures.In charge of.
Jan 2011 - May 2014
Portfolio Analyst
Responsible for developing strategic asset allocation, also participating in the tactical asset allocation decisions. In charge of yearly Investment Policy and Limits projects. Long-term return expectations and portfolio optimization. In charge of ex-post performance and risk analysis. Developing portfolio analysis. Member of the Allocation Team and the.
Jan 2009 - Jan 2011
Portfolio Analyst
Building portfolio analysis for Sampo Group’s insurance companies. Reforming and developing the investment committee reporting. Innovating, developing, documenting and implementing new operations models.Substitute for money market portfolio manager (liquidity management and investments, managing group emissions, FX-dealing and hedging).
Apr 2004 - Dec 2008
Controller
Performance measurement, investment reporting of group's insurance companies, developing reporting and performance analysis methods.
May 2002 - Mar 2004
Investment Specialist
Mandatum Private Bank
Jan 2001 - Apr 2002
4 education records
Kati Eriksson, Cfa education
Msc. Economics, Finance, Accounting
The Role Of The Director And The Board, International
Investment Management Workshop, Finance
Matriculation
Oulun Normaalikoulu
FAQ
Frequently asked questions about Kati Eriksson, Cfa
Quick answers generated from the profile data available on this page.
What company does Kati Eriksson, Cfa work for?
Kati Eriksson, Cfa works for Kati Eriksson | Strategic Advisory.
What is Kati Eriksson, Cfa's role at Kati Eriksson | Strategic Advisory?
Kati Eriksson, Cfa is listed as Executive in Strategic Transition at Kati Eriksson | Strategic Advisory.
What is Kati Eriksson, Cfa's email address?
AeroLeads has found 1 work email signal at @aalto.fi for Kati Eriksson, Cfa at Kati Eriksson | Strategic Advisory.
Where is Kati Eriksson, Cfa based?
Kati Eriksson, Cfa is based in Helsinki, Uusimaa, Finland while working with Kati Eriksson | Strategic Advisory.
What companies has Kati Eriksson, Cfa worked for?
Kati Eriksson, Cfa has worked for Kati Eriksson | Strategic Advisory, Aktia, Rake Oy, Danske Bank, and Aalto University.
How can I contact Kati Eriksson, Cfa?
You can use AeroLeads to view verified contact signals for Kati Eriksson, Cfa at Kati Eriksson | Strategic Advisory, including work email, phone, and LinkedIn data when available.
What schools did Kati Eriksson, Cfa attend?
Kati Eriksson, Cfa holds Msc. Economics, Finance, Accounting from University Of Oulu.
What skills is Kati Eriksson, Cfa known for?
Kati Eriksson, Cfa is listed with skills including Portfolio Management, Investments, Asset Allocation, Risk Management, Pension Funds, Performance Attribution, Portfolio Optimization, and Hedging.
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