Daria Shmatova

Portfolio Manager at Adrian Lee & Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Dublin, IE
Languages
  • English -
  • Russian -
Skills

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Credentials

  • Bloomberg Certification
    Bloomberg LP

Experience

  • Adrian Lee & Partners – Active Asset and Currency Management
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Manager
      • Jul 2021 - Present

    • Assistant Portfolio Manager
      • Sep 2019 - Jul 2021

  • Trinity Student Managed Fund
    • Ireland
    • Investment Management
    • 100 - 200 Employee
    • Financial Analyst
      • Sep 2018 - May 2019

      ▪ Potential investments identification. ▪ Companies business overview and Industry outlook. ▪ Fundamental analysis: companies’ valuation, DCF model, financial ratios calculations based on reported results. ▪ Technical analysis: assets historical performance analysis using technical indicators. ▪ Potential investments identification. ▪ Companies business overview and Industry outlook. ▪ Fundamental analysis: companies’ valuation, DCF model, financial ratios calculations based on reported results. ▪ Technical analysis: assets historical performance analysis using technical indicators.

  • West Ltd
    • Vladivostok, Russia
    • Manager Assistant
      • Nov 2016 - Sep 2018

      ▪ Production capacity, profitability, growth and liquidity analysis. ▪ Cost optimization. ▪ Pro Forma Forecast. ▪ Development of a strategy for profit maximization. ▪ Production capacity, profitability, growth and liquidity analysis. ▪ Cost optimization. ▪ Pro Forma Forecast. ▪ Development of a strategy for profit maximization.

  • Adrian Lee & Partners – Active Asset and Currency Management
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Active Currency Management Intern
      • Aug 2017 - Sep 2017

      ▪ Market analysis: economic and investment outlook creature. ▪ Investment policy statement defining: investment style, rebalancing and diversification strategy, benchmarking. ▪ Quantitative research: expected return and risk calculations for particular assets and overall portfolio. ▪ Hedging strategy: currency risk covering, derivatives hedging. ▪ Participated in the investment process. ▪ Market analysis: economic and investment outlook creature. ▪ Investment policy statement defining: investment style, rebalancing and diversification strategy, benchmarking. ▪ Quantitative research: expected return and risk calculations for particular assets and overall portfolio. ▪ Hedging strategy: currency risk covering, derivatives hedging. ▪ Participated in the investment process.

Education

  • Trinity College Dublin
    Master's degree, Finance
    2018 - 2019
  • VSUES
    Bachelor's degree, International Business
    2014 - 2018

Community

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