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
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
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, …)
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)

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