Maxim Vasiliev Email & Phone Number

Москва, Россия

- Advisory services for HNW clients (equities, fixed income, structured products);- Portfolio management based on certain investment strategies, clients’ goals and risk tolerance;- Preparation of regular weekly, monthly and quarterly reports (products, market overview, investment recommendations, performance analysis), for private & institutional investors (endowment, pension funds);- Making presentations on active products (infrastructure inefficiency, update on legislative changes, global markets, Russian stock & bond market, SAA/TAA for private clients);- Full maintenance of deals connected with infrastructure restrictions (eurobonds and depositary receipts).

Moscow, Russia

- Tracking and analysis of current situation on the world stock markets and making recommendations;- Participation in constructing different types of structured products with further promotion to Sales department;- Making regular monthly reports on active strategies and its maintenance;- Conducting weekly meetings to update information about products, financial markets and crucial information about stocks in strategies.

Moscow, Russian Federation

- Generating trade ideas on global markets (with main focus on equity markets);- Analysis and systematisation of news, sell-side researches, information from blogs and other open sources;- Regular maintenance of financial models for the observed companies;- Presentation of ideas for portfolio manager.

Cyprus

- Preparation of daily reports, portfolio analytics;- Writing internal in-depth researches, including company overview, valuation, industry and competitive analysis based on macro, company fundamental and financial factors;- Building and maintenance of DCF models for companies related to IT sector, retail and oil industry;- Quarterly updates on companies in portfolio and under coverage (3-5 companies per quarter);- Generating ideas for a portfolio focusing on US and European markets.

Moscow, Russian Federation

- Preparation of daily reports, portfolio overview;- Writing internal in-depth researches, including company overview, valuation, industry and competitive analysis based on macro, company fundamental and financial factors;- Building and maintenance of DCF models for companies related to IT sector and retail industry;- Maintenance and development of screening tools, as well as excel forms used for analyzing companies and preparing reports.

Moscow, Russian Federation

- Preparation of daily reports on major market news, portfolio overview, and economic statistics;- Assistance in compiling fundamental researches of the US companies, related to IT and consumer sectors;- Routine work with screeners (both on US indexes and watchlist), and external resources (IBD, sell-side) in generating investment ideas.

Moscow, Russian Federation

- Data mining, assistance in preparing reports and presentations for top-management;- Market research in real estate and retail sector (with main focus on CRE in Moscow and Moscow region).

Bachelor'S Degree, Economics

Master, Corporate Finance