Menachem Raskin Email & Phone Number

As a dedicated Relationship Manager at Climax Global Asset Management, I thrive on delivering exceptional client service and operational excellence. My role encompasses overseeing seamless client onboarding and ongoing support, ensuring timely issuance of reports and fact sheets, and executing intricate financial operations with precision. From efficiently managing fund unit redemptions to optimizing tax planning across diverse legal frameworks, I am committed to providing a comprehensive client experience. Collaborating closely with esteemed financial planners and portfolio managers, I strive to offer a holistic approach that exceeds expectations and fosters long-term client partnerships.---In my most recent role as the spokesperson of the Jewish Community of Cyprus (JCC) I was leading various projects for the benefit of the community. Building brand awareness and working relationships with media reporters, public officials, NGOs, community leaders, and representatives.Overseeing social media, digital assets, and marketing campaigns. Writing formal letters, delivering formal speeches, and giving live interviews.Before my role as a spokesperson for JCC I have completed an investment analysis internship at a mid-market EU hedge fund.Prior to that I worked at Talpiot Family Office as a Mortgage Consultant. --------------------------Finance-related skills:Demonstrated knowledge of valuation models, financial analysis, corporate governance and strategy, capital markets, and equity and derivatives investing. For education and certifications see below.Fluent in English and Hebrew. Technical Skills: Advanced Excel (PowerPivot, Macros) and Microsoft Office in general.Programming proficiency in R, Python, Excel VBA, SAS, and SQL. Basic knowledge of Tableau.

Listed skills include Leadership, Management, Entrepreneurship, Social Media, and 11 others.