• Strategic Financial Oversight: Lead the financial planning, risk management, and reporting to support the strategic direction and sustainability of Solwealth.• Investment Strategy Development: Craft and implement investment strategies for the passive investment ETF, focusing on long-term growth and capital preservation.• Market Analysis: Conduct thorough market research and analysis to inform portfolio decisions and adapt to market changes effectively.• Operational Efficiency: Streamline financial operations and systems to support Solwealth’s growth and enhance operational efficiency.

• Conducting full equity research reports on publicly listed companies across different industries (financials, energy, tech, industrials...) and publishing the valuations on seekingalpha;• Analyzing ETFs strategies (performance, risk metrics, attribution, analyzing sub-sector and stock holdings);• Enhancement of rule-based investment strategies and assessing back-testing efficiency;• Analyzing hedge funds activity and holdings variation;• Building comprehensive financial models;• Assessing economic and market trends, earnings prospects, financial statements;• Providing business plans and feasibility studies for FinTech and start-ups;• Conducting valuations for private companies;• Publishing market commentaries and insights on current financial and economic events.

• Brokerage Services Analysis: Conducted detailed reviews of brokers offering forex, stocks, and CFD trading services. Evaluated their service offerings, trading platforms, fees, regulatory compliance, and customer service quality to build unbiased opinions that aided potential investors in making informed decisions.• Robo-Advisor Finder Website Launch: Contributed to the initiative of launching a comprehensive website dedicated to comparing global robo-advisors. This involved gathering extensive data on robo-advisory platforms, assessing their market presence, and analyzing features such as investment strategies, fees, user experience, and performance history to provide users with valuable insights.

• Equity Research: Conduct in-depth analysis of companies across various sectors to assess investment potential, considering factors spanning quality, value and momentum.• Portfolio Management Assistance: Collaborate with the portfolio management team to devise and adjust investment strategies, aiming to optimize portfolio performance and risk management.• Reporting & Presentation: Craft and deliver detailed reports and presentations aimed at internal stakeholders and investor updates, showcasing key research outcomes and strategic investment insights.

*** Deposit Products Monitoring:• Led the development of new deposit products and managed their testing, implementation, and risk assessment;• Implemented control on Term Deposits activities across the bank's portfolio, covering interest rates, maturity, and source of funds;• Provided management with daily reports on exceptional rates, overall deposit activity, and customer behavior for each product;• Assisted in the implementation of new systems and processes to streamline and automate deposit product activities;• Conducted regular product and pricing analysis to ensure competitiveness and profitability;• Monitored and analyzed deposit product performance, identifying trends and making recommendations for improvement.***Financial Control:• Revalued credit-linked deposits and performed monthly analysis on the overall portfolio;• Analyzed CDS sensitivity and its impact on credit-linked deposit revaluation;• Computed daily P&L variations, including the computation of Net Interest Margin;• Improved existing product features and identified optimization opportunities to stay competitive in the market;• Verified pricing parameters for deposits and loans;• Reconciled taxes on investment products;• Revamped controls on accidental IDs and GLs and designed a follow-up workflow;• Implemented new accounting schemes for insurance products;• Assessed monthly P&L impact from carve-out analysis;• Collaborated with different business departments to ensure accurate financial reporting;• Worked with the IT department to automate daily control reports.

• Executed 150+ transactions daily, achieving 140% productivity;• Awarded "Best Employee" for 1st Semester 2014 and for the Year 2014, based on quality and performance measures;• Provided exceptional customer service, handling complex transactions and inquiries with accuracy and efficiency;• Assisted customers with a variety of financial services, including account management, deposits, withdrawals, and loan applications;• Utilized strong communication and interpersonal skills to build and maintain positive relationships with customers.

• Contributed to client projects in various areas of audit• Assisted senior team members in gathering data, preparing reports, and analyzing financial information• Worked with a diverse team of professionals to provide value-added solutions to clients