Yael Katz Email & Phone Number

Israel

• Databases & BI – Managed teams of Data Analysts and BI Developers creating tools and databases supporting investment activity analysis, developing and implementing control processes, supervising and quantifying various investment risks. • Investment Models and Strategy – Creating and presenting models and investment strategies used by investment committees and the board of directors.• Projects & Processes – Leading, implementing, mechanizing and optimizing organizational strategy, methods and projects.

• Managing a team of 6 BI developers, and interfacing with the supervisory authorities, management and investment committees.• Regulatory, Financial & Risk planning and execution – Developing, implementing, leading and presenting data-derived processes and decisions in these environments, including regulatory provisions, financial and operational risk policies, annual internal audit plans, etc. • Management of Control Processes in the various investment activities and non-tradable investment channels (Including compliance, regulation and investment committee decisions)

Tel Aviv, Israel

• Managing a team of 4 economists, and interfacing with the supervisory authorities, management and investment committees.• Developing and managing BI systems, models, and risk profiles for the management, analysis, and control of investment activities• Leading the merger processes with “Yashir Investment House”, implementing organizational changes, merger of process systems, investment committees’ communication, etc.• Management of performance measurement and analysis of decision-making processes.

Tel Aviv, Israel

• Development & Management of Risk models. • Competitive and Trend analysis for assessment and predictions of returns.• Data collection, processing and organization activities for investment management needs.• Supervision and control of operational, regulatory and investment committee’s preferences limitations.• Leading the merger processes of the provident funds from “Leumi Gamel”, including merging systems and processes and regulating the activities of the investment committee.

• Providing financial service to the company's customers, including: data collection, preparation of presentations and excel sheets• Assimilation of the use of information presented on the company's website (economic reviews and analyzes, industry information, etc.)• Transfer of trainings and conferences (customers: CFOs in industrial and service companies, economics departments, etc.)

Master'S Degree, Business Administration And Finance

Bachelor'S Degree, Business Administration And Management, General