Olivia Zvonimir Email & Phone Number

Room 220, 3000 Military Route, Boca Raton, Fl33431

In the Malkin family office, I am responsible for shareholder management and support the diversified investment portfolio of the family business, covering many industries such as technology, manufacturing, finance, real estate and consumer goods.Founded in 2005, our company has developed from a local enterprise to an international group with the tenets of innovation, quality and customer satisfaction.My main responsibilities include, but are not limited to, formulating and implementing strategic plans to promote the company's long-term growth and development.Manage finances to ensure the efficiency and financial health of the company's capital utilization.Lead and cultivate the team, promote teamwork and efficient execution.Establish and maintain customer relationships and improve customer satisfaction and loyalty.Conduct market analysis and identify new investment opportunities and risks.Conduct risk management and formulate countermeasures to ensure the sound operation of the company.Apply innovative thinking to promote the improvement and upgrading of products and services.

Room 220, 3000 Military Route, Boca Raton, Fl33431

In my role as a Relationship Manager, I focus on maintaining and developing client relationships, providing tailored investment advice, and ensuring client satisfaction. I maintain regular communication with existing clients to understand changes in their needs and adjust investment advice based on market trends. By providing a high level of service and support, I enhance client trust and loyalty, contributing to the company's business growth.

Room 220, 3000 Military Route, Boca Raton, Fl33431

During my time as a portfolio manager at Malkin Family Office, I was responsible for managing the firm’s portfolio performance, developing and executing investment strategies, and communicating investment plans with clients. Through sophisticated investment analysis and strategic planning, I effectively optimized portfolio returns and improved client investment satisfaction. This position gave me a deep understanding of the complexity of portfolio management and developed my ability to communicate and coordinate with clients.

1218 4Th Ave, Seattle, Wa 98101

Since 2017, I have co-founded and managed a successful clothing store with my bestie. Our store combines innovative design concepts and high-quality products to meet the needs of different customers. In the past few years, we have continued to expand our business, optimize our supply chain, and build a solid customer base. I am very passionate about driving business growth, improving customer experience, and addressing market challenges through creative solutions. I look forward to further exploring industry trends in the future, communicating and collaborating with more professionals, and jointly promoting the sustainable development of the business.

2788 San Tomas Expressway

As an investment manager, I will be fully responsible for the management and optimization of the investment portfolio.Work includes formulating and implementing investment strategies, managing asset allocation, evaluating and selecting investment opportunities, and ensuring that the performance of the portfolio meets the company's goals.You will communicate with customers and stakeholders, provide investment advice, and lead the investment team to promote the company's investment business development.

2788 San Tomas Expressway

As a senior investment analyst, I take on more responsibilities, including leading and coordinating the work of the investment analysis team.Formulate and optimize investment strategies, manage complex investment projects, conduct in-depth market analysis, and participate in advanced investment decision-making meetings to provide strategic advice to the company, and promote investment portfolio optimization and risk control.

Florence, Italy

During his tenure as a junior investment analyst intern at Safra Invest, he was responsible for assisting the investment team in market research and analysis.The main work includes：Collect and organize relevant data on financial markets, and analyze fund performance and industry trends.Assist in writing investment reports, making investment recommendations, and supporting the team's decision-making process.Participate in industry conferences and investment project reviews, provide data support and research materials.Assist in the construction of financial models, risk assessment and return analysis to assess potential investment opportunities.Learn to use various financial software and tools to improve the ability of data analysis and investment evaluation.

Florence, Italy

As an investment analyst intern at Firenze Invest, I gained valuable experience in the vibrant financial and investment world in the heart of Florence, Italy.My responsibilities include:Conduct in-depth market research and analysis of different industries and companiesAssist in the preparation of financial models and valuation reportsParticipate in due diligence procedures for potential investment opportunitiesSupport senior analysts to create customer presentations and investment recommendationsParticipate in team meetings and provide insights into investment strategiesDevelop skills in using financial software and databases for data analysisLearn about Italian financial markets and regulationsThis internship provided me with practical experience in investment analysis, but also provided me with exposure to unique aspects of the Italian financial landscape.

Master Of Business Administration - Mba, Economics And Management, 3.8Gpa

Activities and Societies: Finance ClubAt NYU's Finance Club, we are committed to providing MBA students with a platform to gain in-depth.

Bachelor'S Degree, Business Administration, 3.8/4.0

Activities and Societies: Italian Business Club, International Student Association, Model United Nations, Entrepreneurs Association.