Mergen Ganbold, Cfa Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

Financial regulatory commission regulated fund management company focused on introducinginvestment funds to the Mongolian capital market.- Built the company from initial business plan to acquiring all relevant operational licenses.- General responsibilities consisted of running the company's overall operations through delegating anddirecting agendas, driving profitability, accessing strategy, and communicating with the BOD.- Personally, arranged the establishment of new funds and managed investor relationsInvestment fund purely concentrated on investing in public equity and exchange-traded products. Position pertinent experiences include:- Headed research on a variety of investment management relevant fields such as geopolitical events,economic policy, commodity markets, sector-specific market research, company-specific analysis/valuation, portfolio diversification, and implementing overall risk management.- Served as the subject matter expert for investment related matters to the fund's accounts and ensuredinvestment strategies, investment philosophy, policies, and procedural updates are communicated toappropriate staff and implemented appropriately.- Ensured assigned portfolios are managed consistently, including maintaining the proper assetallocation, portfolio re-balancing, implementing investment changes and raising cash- Assessed client's goals, preferences, and risk tolerance to develop an Investment Policy Statement (IPS)which serves as the guide for the fund's asset allocation.- Served as the primary relationship manager between all major stakeholders.- Oversaw a team of 4 investment analysts in accessing multiple data sets and synthesizing into cohesiveinvestor presentations

Dual focused position on managing investment banking operations (FP&A) and investment counselingservices for clients seeking to make international equity investments. Position pertinent experiencesinclude:- Conducted industry, market, and company-specific research- Lead the development and maintenance of financial analysis, valuation, and financial modelingspreadsheets/databases, inclusive of capital structure, deal pricing, adjustments, and sensitivities tomacroeconomic projections.- Researched, built, and maintained contact with potential stakeholders and facilitated client-engagement meetings.- Developed and presented quantitative and qualitative transaction marketing materials, including pitchbooks, teasers, confidential information memorandums, and management presentations.- Supported the firm in the execution of equity and debt financing transactions including due diligence,business development, proposal development(RFP) and transaction negotiations.- Provided investment recommendations through identification and evaluation of strategic opportunitiesin various industry niches, LBOs and IPOs.- Supervised and supported the performance of a team of 5 analysts through multiple projects in a facedpaced work environment.- Published independent equity research reports, presentations, and presented investment proposals forbrokerage clients of the firm

Mongolia

Led client audit engagements, which consisted of planning, executing, directing, and completingfinancial audits.- Supervised the training and mentoring of new associates on the audit process.- Provided core assurance services and participated in all phases of financial statement audits consistingof planning, execution, and completion.- Built solid working relationships with clients through identifying and addressing issues in a timely andconsistent manner.- Acquired a thorough understanding of corporate accounting and financial reporting of numerous types of client businesses.- Specialized in Banking, Energy, Retail, Real estate and Mining sector financial statement audits withengagement experience of over 10 clients.

National University Of Mongolia, Ulaanbaatar, Mongolia

National University Of Mongolia, Ulaanbaatar, Mongolia

Bachelor’S Degree, Business Administration And Management, General

High School, Igcse, Aqa A Levels