Matan Shocron Email & Phone Number

Tel Aviv District, Israel

Ramat Gan, Tel Aviv District, Israel

Ramat Gan, Tel Aviv District, Israel

In my current role as an intern at the firm, I handle a diverse range of responsibilities, including:-Back Office - abnormal yield checks, policy deviations, reconciliations, and the establishment and closure of accounts.- Analysis for potential investment companies and review of company reports.Trading through banking systems for diverse clients and mutual funds, both in Israel and the USA.- Marketing - coordinating meetings with potential clients and securing client signatures on investment marketing agreements.- Writing company work policies and participating in meetings with external regulatory bodies to ensure compliance with various authorities' regulations.- Project lead for research in building a portfolio for a US fixed-income mutual fund.- Participation in investment committee meetings, meetings with companies under the company's ownership, and potential investment companies.- Fee collection, quarterly reports to clients, and currency conversion for clients.- Key systems I worked with - Snapir, Terminal, and banking systems for trading and portfolio management.

Ramat Gan, Tel Aviv District, Israel

In my current role as an capital markets analyst I handle a diverse range of responsibilities, including:- Conducting ESG reports on potential investment companies on behalf of the company.- Conducting in-depth analysis on potential local companies.- Reviewing reports published by companies under our ownership.- Monitoring and updating the website for updates on companies under our ownership.- Participation in investment committees.- Attending financial update meetings with the company's CEO and managers in the capital market team at the company.- Participation in investor calls for companies under the company's ownership and potential companies.- Updating an Excel file for actions related to the company's mutual funds

Israel

I'm an investor in the stock market by the philosophy of The Intelligent Investor since 2019.I have a 10 years of experience in the stock market world.My company is Giving lectures on financial advice: how to build a budget, method of payment, introduction of the investment - what to do before you start investing, How to open a company Financial advisor - how to get out of debt step by step, loans - how to do it right and finish them faster.I have 3 years of DCF valuation model on excel + 3 years reading Company Financial Statements experience.

Israel

Managing the security workers, and taking multiple decision under pressure.Examining the security knowledge and understanding of each task, and teaching them the job.Responsible for the training of about 30 employees.Management of securing events of over 100 people.

Investment Portfolio Management

Studied the Course's I needed for a license in Investment Portfolio Management from the ISA. I am currently looking for an internship.

Bachelor Of Arts - Ba, Economics And Business Management