Alexander Kogan

Senior Investment Manager at Linvo AG Life Investment Office (Asset Management, Transactional Advisory, Family Office)
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Contact Information
us****@****om
(386) 825-5501
Location
Zurich, Switzerland, CH

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Experience

    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Senior Investment Manager
      • Jan 2019 - Present

      Portfolio Management Investment Research/Analysis Investment Advisory Portfolio Management Investment Research/Analysis Investment Advisory

    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Client Advisor
      • Mar 2015 - Dec 2018

      Managing individual investment portfolios of international private banking clients Advisor of investment committee responsible for sectors and asset allocation Managing individual investment portfolios of international private banking clients Advisor of investment committee responsible for sectors and asset allocation

  • Xander AG
    • Zürich Area, Switzerland
    • Analyst and Investment Advisor
      • Mar 2015 - Oct 2018

      Analysing equity and fixed income investments and generating investment ideas Investment advisory for international institutional clients Analysing equity and fixed income investments and generating investment ideas Investment advisory for international institutional clients

    • Analyst and Client Advisor
      • May 2012 - Feb 2015

      Performed fundamental equity and fixed income research, generated new investment ideas Member of investment committee responsible for sectors and asset allocation Managed individual investment portfolios of international private banking clients Performed fundamental equity and fixed income research, generated new investment ideas Member of investment committee responsible for sectors and asset allocation Managed individual investment portfolios of international private banking clients

    • United States
    • Financial Services
    • 700 & Above Employee
    • Controlling Specialist
      • Jul 2010 - Sep 2011

      Management of operating expenses such as consulting, service provider and marketing costs Forecast, budget, month- and year-end closing processes Assisting personnel costs controlling Management of operating expenses such as consulting, service provider and marketing costs Forecast, budget, month- and year-end closing processes Assisting personnel costs controlling

    • United States
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Intern in Controlling
      • Aug 2007 - Feb 2008

      - Executed fixed asset management - Supported marketing budgeting - Performed year end testing and analysis with auditors - Executed fixed asset management - Supported marketing budgeting - Performed year end testing and analysis with auditors

    • Germany
    • Financial Services
    • 700 & Above Employee
    • Intern in Group Financial Data Management
      • Feb 2007 - Apr 2007

      - Created database concept for recurring financial reports - Prepared and analyzed reports for management - Managed the first level control of group wide data collection - Created database concept for recurring financial reports - Prepared and analyzed reports for management - Managed the first level control of group wide data collection

    • Germany
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Intern in Controlling
      • May 2006 - Oct 2006

      - Analyzed miniature cars business as a merchandising product - Conducted market research and developed strategy for miniature cars business - Evaluated profitability of merchandising and lifestyle projects - Analyzed miniature cars business as a merchandising product - Conducted market research and developed strategy for miniature cars business - Evaluated profitability of merchandising and lifestyle projects

Education

  • University of Nebraska-Lincoln
    MBA, Business Administration
    2008 - 2009
  • University of Bayreuth
    Diploma, Business Administration
    2003 - 2008

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