Manager Operations

Shlomi Halevy, CPA (NY)

*** **** ******, *********, ** 07631

Tel: 201-***-****( Cell: 201-***-**** (Email: ************@*******.***

Professional Experience:

Self-Employed

New York/ Israel

Private Wealth Consultant

2009-present

. Evaluate client investment portfolios and recommend appropriate

investment strategies based on objectives and constraints, with focus on

opportunities in the U.S. equity markets and use of derivatives

enhancement

Marathon Asset Management (Multi-strategy Hedge Fund)

New York, NY

Operations Manager/ Controller of Marathon Structured Finance Fund

2005 -2008

Promoted in 2007 to lead the operations of a 1.6 $Billion fund

. Produced daily P&L, cash and leverage reports to the president and CFO

of the firm

. Interacted regularly with senior traders and analysts on deal valuation,

as well as P&L and cash issues

. Coordinated the interim and annual audit with Ernst & Young and reviewed

their financial statements and footnotes

. Worked closely with fund administrator (Citco) on different accounting

issues, reviewed their journal entries and approved the financial

statements on a monthly basis

. Dealt with the diverse operations and accounting implications of

market's complex vehicles, such as: ABS & CDO (primarily), bank debt and

Repos agreements, credit default swaps and interest rate swaps

. Developed a model tracking a $1 Billion CRE CDO (launched in May '06)

and constantly tested its compliance with the indenture

. Reconciled the prime broker's statements and worked on trade settlements

and derivatives requirements

. Managed the allocation between funds and dealt with the implications of

different fund structures (onshore/ offshore and a feeder fund)

United Mizrahi Bank

Tel-Aviv, Israel

Credit Analyst at the Principal Business Center

2001-2003

. Performed risk assessment of various complex-lending proposals and

valuation of collateralized assets

. Conducted in depth quantitative (cash flow and ratio analysis) and

qualitative corporate credit research, through interaction with the

companies' senior executive management and analysis of their financial

statements

. Performed loan application assessments-i.e., reviewed financial, legal,

and market risk factors-and recommended loan approval or denial

Israel Defense Forces - Israeli military service

Israel

Military Medic

1994-1997

. Maintained and procured medical supplies for military base serving over

3,000 soldiers

. Taught first-aid and resuscitation field training to combat units (20-50

soldiers per class)

. Led team of up to 7 medics in military operations and training

Education:

BARUCH COLLEGE, Zicklin School of Business

New York, NY

Master of Science in Accounting, September 2005

2003-2005

Cumulative GPA: 3.85/4.0

Wasserman Scholarship Recipient (2004-2005) for exceptional academic

performance

HEBREW UNIVERSITY of JERUSALEM

Jerusalem, Israel

Bachelor of Arts, dual major in Economics and Business Administration

1997-2001

Overall GPA: 86/100

Additional Information:

. CFA level III candidate.

. Language Skills: Native fluent in Hebrew

. Computer Skills: Proficient in MS Office Suite& Outlook, Quickbooks,

Aexeo system, Bloomberg

. U.S. Citizen

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