Steven Kalganov
Summary
Deadline-focused Platform Investment Analyst highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions.
Overview
4
4
years of professional experience
Work History
Platform Investment Analyst
AMP
11.2023 - Current
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
- Assisted in maintaining strong relationships with key stakeholders such as brokers, fund managers, and custodians to facilitate smooth operations while minimizing counterparty risks.
- Streamlined internal processes, resulting in improved efficiency for the investment team.
Wealth Management Analyst
Macquarie Bank
02.2023 - 11.2023
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Validated results and performed quality assurance to assess accuracy of data.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Queried databases for information needed for report processing.
Wealth Management Associate
IOOF
02.2021 - 01.2023
- Enhanced client satisfaction by delivering personalized wealth management solutions and strategies.
- Increased assets under management by proactively identifying opportunities for portfolio growth within existing accounts.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Studied financial documents to identify potential areas needing improvement.
Personal Banker
WESTPAC
02.2020 - 02.2021
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
BACHELOR OF BUSINESS - Finance
Swinburne University of Technology
Melbourne, VIC10.2023
Diploma - Business -
Swinburne University
Melbourne, VIC10.2021
Skills
- Fundamental Analysis
- Financial statement analysis
- Valuation Techniques
- Company Profiling
- Portfolio Management
- Wealth Management
- Asset Allocation
- Fixed Income Analysis
- SQL analytics
- Power BI Reporting
- MS Excel
Languages
Chinese (Mandarin)
Full Professional
Timeline
Platform Investment Analyst
AMP
11.2023 - Current
Wealth Management Analyst
Macquarie Bank
02.2023 - 11.2023
Wealth Management Associate
IOOF
02.2021 - 01.2023
Personal Banker
WESTPAC
02.2020 - 02.2021
BACHELOR OF BUSINESS - Finance
Swinburne University of Technology
Diploma - Business -
Swinburne University
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