Years of experience: 4

Typing SpecialistData Entry SpecialistCryptoPostGraduatešŸŽ“ StudentFinancial Analyst

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Alix's Career Path
AssociateMay. 2024 -
Present
Janus Henderson InvestorsAssociate
London, England, United Kingdom$390bn AUM Global Asset Manager - Doubled internal AUM of the Israel region - Part time Portfolio Construction and Solution team member - Handling RFPs and DDQs
Junior AssociateSep. 2022 -
Jun. 2024
Janus Henderson InvestorsJunior Associate
London, England, United Kingdom- Building HNW and Wholesale relationships - Reporting and distributing client enquiries - Organising and attending EMEA Roadshows (Paris, Brussels, Luxembourg, Monaco, Israel) - Liaising prospect and client strategic meetings with PMs (positioning, strategy, outlook) - Coordinating actionable steps across other relevant departments (Marketing, Operations, ā€¦)
Trade AssociateFeb. 2020 -
Jun. 2020
Global Securities SAMTrade Associate
MonacoMonegasque trading broker - Working with multiple banks and wealth management companies - Front office: direct contact with clients for price negotiation and working with Bloomberg (following prices and negotiating) - Middle office: updating the daily activity files and reports, checking for orders settlement (if not proceeded, call the clients to ensure a smooth and in time settlement)

Alix's Posts

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    Problem

    Help us adapt to shifting market dynamics in asset management.

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    Additional Details

    XYZ Asset Management excels in innovative financial strategies, aiming to empower clients through tailored investment solutions.

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    How to contact

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    How I can help you

    ā€¢ Translate docs & presentations ā€¢ Languages: Italian, French, Spanish, Bulgarian, Russian ā€¢ Native in 2 languages ā€¢ Daily international client work ā€¢ Strong global background

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    People I am looking for

    ā€¢ Small businesses ā€¢ Limited translation resources ā€¢ Seek quality, personalized service

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    Experience & Cases

    ā€¢ Translated reports for regulators ā€¢ Enhanced client relations at Janus Henderson ā€¢ Supported marketing document reviews ā€¢ Previous clients: Confidential

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    How to contact

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    How I can help you

    Seamlessly integrate vast data into CRM systems or analytical tools like Excel. Leverage my CRM expertise, contact info sourcing, and Excel proficiency to optimize your data management.

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    People I am looking for

    - Small startups preferred - Innovative teams - Tech-savvy environments

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    Experience & Cases

    - Confidential achievements - Client anonymity maintained

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    How to contact

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