Development of customized investment strategies; Wealth management; Portfolio construction & management. Client advisory; Conduct valuation of investment projects using financial modeling and discounted cash flow (DCF) analysis; Compile financial documentation and independently prepare cash flow statements for tax reporting purposes; Coordinate the collection of supporting documentation for tax authority submissions, liaising with external tax advisors to ensure compliance and accuracy; Negotiating with representatives of banks and other organizations on behalf of the client; Provide comprehensive support across clients’ business interests and personal affairs within a family office environment. Achievements: Increased returns on family capital while mitigating risk through strategic asset and geographical diversification.

Analyzed global macroeconomic trends and evaluate their implications for asset allocation and portfolio positioning; Advised clients on portfolio construction, asset allocation, and investment strategies to support long-term wealth growth; Prepared daily, weekly, and monthly research reports on macroeconomic developments and financial market trends. Produced weekly FX research reports, providing forecasts based on currency market analysis and macroeconomic drivers. Developed quantitative models to forecast weekly and monthly trading ranges using probabilistic analysis. Created presentation materials and hosted weekly calls with internal managers, delivering updates on macroeconomic events, market implications, and forward-looking outlooks. Led monthly investment briefings for internal stakeholders, presenting market analysis and strategic insights. Delivered client presentations on financial market outlooks and investment strategies. Provided tailored market insights and additional analysis to internal stakeholders upon request. Developed macroeconomic scenarios and participated in client-facing video briefings on financial markets. Achievements: Increased revenue and enhanced client satisfaction by delivering high-quality investment research, identifying market opportunities, and supporting informed decision-making.

Analyzed global macroeconomic trends and evaluate their implications for asset allocation and portfolio positioning; Advised clients on portfolio construction, asset allocation, and investment strategies to support long-term wealth growth Prepared monthly research reports on macroeconomics and financial markets; Prepared notes on Russian bond market (bond market research);

Analyzed global macroeconomic trends and evaluate their implications for asset allocation and portfolio positioning; Prepared biweekly financial markets analysis reports; Prepared weekly FX research reports analyzing currency market trends and macroeconomic drivers; Developed quantitative models to forecast weekly and monthly trading ranges with probabilistic confidence levels; Hosted weekly calls for internal stakeholders, providing updates on macroeconomic developments, market implications, and forward-looking outlooks. Developed presentation materials covering financial market outlooks and strategic positioning. Led monthly FX and macroeconomic briefings for internal investment teams. Delivered client presentations on financial market developments and investment strategies. Provided tailored market insights and additional analysis to internal stakeholders upon request. Developed macroeconomic scenarios and participated in client-facing video briefings on financial markets. Advised clients on portfolio construction, asset allocation, and investment strategies to support long-term wealth growth; Achievements: Increased revenue and enhanced client satisfaction by delivering high-quality investment research, identifying market opportunities, and supporting informed decision-making.

Conducted statistical analysis of clients’ FX activity to identify behavioral patterns, enhance service offerings, and support revenue growth; Delivered speeches on FX markets at monthly investment update meetings with internal clients; Prepared presentations and delivered speeches with presentations on FX markets outlook and strategies for customers; Development of FX portfolio diversification solutions for customers; Achievements: Contributed to 7% revenue growth and improved client satisfaction.

Expanded the bank’s network of institutional counterparties, strengthening market access and trading capacity; Managed and maintained relationships with institutional clients and liquidity providers; Oversaw the bank’s liquidity position, ensuring optimal funding levels and regulatory compliance; Managed the bank’s FX exposure and proprietary currency positions to optimize profitability and control risk; Set and adjusted currency exchange rates for individual and corporate clients in line with market conditions and risk parameters; Analyzed short-term FX market trends and identified risk factors to enhance profitability on client currency transactions;

Developed and implemented the bank’s investment strategy to optimize capital allocation and risk-adjusted returns; Assessed and forecasted the bank’s liquidity requirements to ensure adequate funding and regulatory compliance.; Directed liquidity management activities, maintaining optimal funding levels and balance sheet stability; Oversaw the bank’s FX exposure and currency positions, implementing risk mitigation strategies; Executed FX and money market transactions to manage short-term funding and market risk; Built and applied in-house FX forecasting models to generate strategic market recommendations and enhance client decision-making;

Executed exchange orders of institutional clients. Identified and evaluated short term FX market trends and risks to increase bank’s profitability on customer’s currency exchange orders; Executed money market trades; Expanded bank’s network of institutional counterparties in FX area; Developed new technical indicators and strategies and provided weekly and monthly FX forecasts for clients; Developed FX related client advisory (forecasts, short notes on macroeconomics and FX markets) Responsible for day-to-day client management (corporate clients) Achievements: Maintained positive relationships with institutional clients. Developed mathematical algorithms (indicators) and strategies to create recommendations for clients.

Maintained positive relationships with 20 major multinational corporate clients; Responsible for day-to-day client management. Communicated with clients, monitored and analyzed costs of travel, resolved operational issues; Developed presentations for business reviews with clients; Developed new methods to identify cost saving opportunities based on customer’s travel data; Tracked and analyzed customer’s T&E policy efficiency (analyzed main cost driving factors); Designed and implemented cost saving solutions for corporate clients; Negotiated with suppliers (airlines, hotels) to ensure clients receive most suitable offer in accordance with their business needs; Prepared and introduced pricing terms to clients based on analysis of company’s cost driving factors; Achievements: Effective teamwork and successful maintenance of relationships with key clients- 98% client retention rate. Designed and implemented effective cost saving solutions.

Identified niches in the Russian HORECA segment; Negotiated contract terms with Italian coffee brands; Launched new product sales in the Russian HORECA market; Set revenue growth targets; Set sales targets for managers; Supervised team of 5 sales managers; Designed business proposals for new clients; Tracked and analyzed client portfolio profitability; Achievements: Successfully negotiated pricing terms with Italian coffee brand. Successfully entered into Russian HORECA segment. Effectively motivated and led a team of five sales managers. Created portfolio with sales turnover of 50K USD/month.

Conducted analysis of local trends in automotive segment and motorcycle equipment segment; Negotiated contract terms with foreign manufacturers; Set revenue growth targets; Negotiated terms with distributors, designed business proposals for distributors; Organized promotional events; Achievements: Successfully launched sales of Japanese motorcycle equipment brand Kushitani in the Russian market. Promotion of the “T-Rex” made by the Canadian brand Campagna motors to the Russian market.

Maintained stable relationships with clients; Worked in accordance with new client acquisition targets to achieve required revenue growth; Responsible for day-to-day client management. Conducted regular phone communications and meetings with clients; Maintained relationships with potential clients; Designed business proposals for clients; Tracked and analyzed profitability of client portfolio; Participated in organization of related exhibitions to boost new client acquisition; Created a profitable customer portfolio in a highly competitive market consisting of 100 – 120 Moscow restaurants and bars with a sales turnover of 60K USD/month.

Supervised team of three sales representatives; Set sales targets; Searched for new customers; Tracked and analyzed client portfolio profitability; Achievements: Developed good team management skills. Developed analytical skills (client profitability analysis).