Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Steven Kalganov

Melbourne,VIC

Summary

Deadline-focused Finance professional 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
  • Conducted monthly and quarterly CMR and APRA reporting to send to external stakeholders.
  • Extracted data from Investment Platform using SQL and implemented data control checks to ensure accuracy and transparency.
  • Conducted regular portfolio reviews, and maintained a strong relationship with fund managers to ensure continued partnership with AMP.
  • Created comprehensive PowerPoint packs and presented insights on fund performance in monthly team meetings.

Wealth Management Associate

Macquarie Bank
02.2023 - 11.2023
  • Managed approximately 30 incoming emails inquiries per day from customers.
  • Facilitated the closure and pay-out of 70 customer superannuation accounts in a day.
  • Oversaw the transfer of approximately $100,000+ in Superannuation money daily.
  • Assisted in checking 30-40 of my peers workflow to ensure it met regulations and standards.
  • Created a Salesforce instruction guide on how to check and process payments which was used by my peers.

Wealth Management Associate

IOOF
02.2021 - 01.2023
  • Managed the opening of 30+ superannuation accounts and ensuring money is allocated accurately daily.
  • Developed a monthly Excel report to demonstrate team performance and work split that was used by my manager to allocate resources.
  • Assisted in allocating workflow daily to my team.
  • Managed superannuation insurance pay out by reviewing PDS and ensuring customers claims met criteria.



Personal Banker

WESTPAC
02.2020 - 02.2021
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Education

BACHELOR OF BUSINESS - Finance

Swinburne University of Technology
10.2023

Diploma - Business -

Swinburne University
10.2021

Skills

  • Fundamental Analysis
  • Financial statement analysis
  • Portfolio Management
  • Wealth Management
  • Asset Allocation
  • SQL analytics
  • Power BI Reporting
  • MS Excel

Languages

English
Native or Bilingual
Chinese (Mandarin)
Full Professional

Timeline

Platform Investment Analyst

AMP
11.2023 - Current

Wealth Management Associate

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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Steven Kalganov