Naina Romanova, CFA
Head Of Research Department at Halyk Global Markets- Claim this Profile
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Russian Native or bilingual proficiency
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English Professional working proficiency
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Kazakh Limited working proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Technical Analysis (by Bakhyt Jolaman)
WIZCHARTSJan, 2022- Oct, 2024 -
Fundamentals of Islamic Finance / Основы исламских финансов
BCPD_AIFCMay, 2020- Oct, 2024 -
Islamic Wealth Management / Управление благосостоянием в соответствии с нормами Исламского финансирования
BCPD_AIFCApr, 2020- Oct, 2024 -
CFA
CFA InstituteSep, 2018- Oct, 2024 -
Bloomverg Market Concepts (BMC)
Bloomberg LPSep, 2017- Oct, 2024
Experience
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Halyk Global Markets
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Kazakhstan
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Investment Banking
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1 - 100 Employee
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Head Of Research Department
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May 2021 - Present
Conducted an analysis of the main market trends in order to identify the most attractive sectors/industries and financial instruments to invest in (top-down approach). Subsequently carried out the valuation of the most interesting companies with the purpose of identifying its fair value. Key responsibilities: - Building financial models, business/project valuation using 3 valuation methods (cost approach, market approach, income approach). In particular, DCF model, RIM model, DDM model, Public company comparables; - Analysis of the macroeconomic situation in Kazakhstan and the world - Continuous monitoring of major economic trends; - Supervision and control over the activities of the Department; - Preparation of recommendations on the investment attractiveness of financial instruments; - Preparation of analytical materials on topics of particular relevance; - Work with the media; Show less
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Expert of the Investment Banking Department
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Feb 2018 - May 2021
Accompanying clients in relation to the issue and placement of securities on the organized securities market. Participated in the process of issuing and placing Eurobonds and IPOs. Key responsibilities: - Preparation of all documents related to the listing in AIX and/or KASE, including corporate decisions of the Company, prospectus/investment memorandum, filings required by the listing procedures, etc.; - Conducting a preliminary examination of the financial and economic condition of the Client, assessing the Client's potential to enter the capital markets and/or the organized securities market, as well as preparing recommendations for the Client to increase its investment attractiveness; - Carrying out pre-contractual procedures with Clients to agree on the terms of provision of services, payment terms and eventually signing of agreements; - Developing a detailed timeline/timetable for the action plan in relation to bond placement or for the IPO process; - Interaction with potential investors in the process of the bond/equity placement and/or selling Clients' assets, including presentations and meetings. Show less
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BCC Invest JSC
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Kazakhstan
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Financial Services
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1 - 100 Employee
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Head of Research Division
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Nov 2016 - Jan 2018
Key responsibilities:- Supervision and control over the activities of the Analytical Division;- Building financial models, business/project valuation using 3 valuation methods (cost approach, market approach, income approach). In particular, DCF model, RIM model, DDM model, Public company comparables;- Implementation of analytical coverage of issuers, analysis and preparation of investment recommendations/proposals for investment committee, preparation of information and analytical materials for clients, etc. Show less
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Senior Analyst
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Feb 2014 - Nov 2016
- Implementation of analytical coverage of issuers: preparation of analytical reviews on issuers with the issuance of investment recommendations, providing opinion on important corporate events of issuers or on news that is directly related to the issuer, timely updating of investment recommendations;- Building financial models, Business/project valuation using 3 valuation methods (cost approach, market approach, income approach). In particular, DCF model, RIM model, DDM model, Public company comparables.- Financial modeling (sensitivity analysis, scenario analysis, etc.)- Continuous monitoring of news flows on financial markets; - Analysis of the macroeconomic situation and preparation of macroeconomic reviews;- Analysis of the situation in financial markets and preparation of reviews on financial markets; Show less
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Research Analyst
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Nov 2012 - Jan 2014
- Preparation of analytical reports- Creation and maintenance of databases on macroeconomics- Publication of investment recommendations for clients- Analysis of individual issuers- Assessment of past and current economic trends
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KIMEP
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Kazakhstan
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Higher Education
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300 - 400 Employee
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Teaching Assistant
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Apr 2012 - Jul 2012
- Assistance in research work - Assistance in grading students' papers - Other activities - Assistance in research work - Assistance in grading students' papers - Other activities
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Intern, Internal Audit Department
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Jan 2012 - Feb 2012
Assisting internal auditors in various projects and tasks Assisting internal auditors in various projects and tasks
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Education
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2009 - 2012
KIMEP
Bachelor's degree, Finace/Accounting
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