Experience

GeoWealth

• United States
• Financial Services
• 1 - 100 Employee

• Operations Analyst

  • Nov 2020 - Present



Up Trend Ltd

• Bulgaria
• Investment Banking
• 1 - 100 Employee

• Financial analyst, Reporting & Risk Specialist

  • Aug 2017 - Oct 2020

  The company is fully licensed and regulated under MiFID II investment firm; authorized by the Financial Supervision Commission (FSC), Bulgaria to perform activities as an investment intermediary within the European Union and the European Economic Area. The company provides financial services to both retail clients and corporate clients. Company's trading brand for retail clients is www.ainvesting.eu My role and accomplishments: • Main part of the development a process for calculating and monitoring the capital adequacy ratio of the company; Regulation (EU) No 575/2013 • Developed processes for reporting and exposures related to company's corporate clients; • Developed processes of structuring and analyzing financial data; • Developed a process for development and producing of Key information documents (KIDs) for packaged retail and insurance-based investment products (PRIIPs) regarding regulation No. 1286/2014; • Process and reporting of transactions between the company and its customers/corporate clients on daily basis; • Developed a solution for the company to produce MiFID II RTS 27 best execution reports; • Process related with company's ICAPP and ILAAP; • Prepare quarterly and annual reports required by the Supervision Commission (FSC); • Support processes related to the tasks of Senior Management; • Work closely alongside with the Head of Risk Department; • Managing communication and problem-solving of company's corporate clients. Show less