CONTACT INFORMATION:
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EDUCATION
MS, Finance, The George Washington University, Washington, D.C., September, 1997
BS, Economics, Novosibirsk State University, Russia, June, 1994
PROFESSIONAL SKILLS
Professional: Fundamental and technical security analysis, fixed income, financial statement analysis, accounting, budgeting, portfolio construction and asset allocation, derivatives, econometric analysis, financial and statistical data modeling and forecasting, credit analysis and credit scoring, risk management, VAR, NAV, project management.
Technical: Bridge, Reuters, Bloomberg, Factset, Barra, Hiport, Datastream, StockVal, Holt, Trims Trading System, FirstCall, IBES, Trapez, Access, Excel, MS Word, MS Project, WordPerfect, Power Point, Unix, SAS, SQL, Lexis/Nexus, HTML, FrontPage, Inform+.
Languages: English, Russian, basic French. Other: CFA candidate
PROFESSIONAL EXPERIENCE
Dresdner RCM Global Investors, Portfolio Associate, San Francisco, CA, 07/2000 - 5/2001
Assisted Portfolio managers in monitoring a European Equity Portfolio. Researched and evaluated equity investments and conducted an ongoing research on existing stocks in the portfolio. Presented investment ideas to the International investment management team. Participated in preparation of morning global investment meetings by making summary of financial news. Reconciled cash on a daily basis and advised the Portfolio Management Team on the available cash balances and any outstanding issues. Tracked corporate actions for European portfolios. Contributed to the global macroeconomic analysis and regional asset allocation recommendation. Prepared materials for Monthly Global Balanced Investment Policy Committee meetings. Created, run and distributed reports from various systems: Factset, Hiport, Barra, Datastream, Holt, StockVal, IBES, Bloomberg, Reuters and other internal systems. Backed up traders in executing trades via TRIMS trading system. Developed and distributed throughout the company a global stock watch list for the European and International Funds. Collected, organized, and maintained portfolio and market data.
Fair Isaac, Associate Project Manager, San Rafael, CA, 01/1999 - 06/2000
Responsible for managing customized projects for large financial institutions. Established project work flows, project tasks, schedules and milestone points. Developed predictive models to assess financial risks for large US and International Banks by using modeling techniques such as multivariate linear and logistic regressions, classing and segmentation analysis, discriminant analysis, and linear programming. Responsible for carrying out all steps of the model development. Risk, revenue and bankruptcy modeling. Lead programmers and analysts throughout the project development. Tested databases and investigated data by using various statistical methods and SAS tools. Generated predictive and performance characteristics. Created Design Summary. Model evaluation and audit. Created external specifications and scoring programs for implementation. Wrote Technical Reports for clients and Structured Specifications for programmers.
Fox Pitt Kelton, Eldon Capital Management, Client Manager, London, 1/1998 - 10/1998
Conducted security analysis and recommended regional asset allocation to the portfolio manager. Performed macroeconomic analysis and daily summaries for the meetings. Maintained portfolio performance spreadsheets and related databases. Investigated and resolved discrepancies between Funds records and the custodian bank's records. Prepared fund performance reports for clients. Conducted presentations for potential clients. Communicated with brokers and custodians regarding trade settlements. Worked on setting up a new private equity fund.
The George Washington University, Master of Science in Finance Program, Graduate Student 9/1996 - 9/1997
REM Capital, Research Associate, Arlington, VA, 1/1996 - 8/1996
Worked on preparation of proposals for private sector partners. Budgeting. Researched market conditions affecting the project. Explored various investment options through financial modeling. Ensured that the proposals were sensitive to laws, administrative and regulatory policy. Organized conferences and meetings with senior Russian officials.
PADCO Inc., Intern, Washington, D.C., 5/1995 - 12/1995
Project research on a World Bank and USAID supported international projects.
Economics Research Institute, Analyst, Novosibirsk Academgorodok, Russia 7/1988 - 8/1990
Research support on the economic policy and energy issues for the director of the Institute.
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