Objective
To partner with an engaging Private or Public firm or Private Family Office
in an active managerial, analytical, reporting or quantitative research
position, utilizing my strengths in strategic and tactical quant analysis,
risk controls and financial planning
Value Offered
. Extensive experience with investment & financial accounting,
reporting, budgeting, modeling, forecasting, portfolio risk
assessments
. Strong knowledge of current financial market environment
. Significant skills in quantitative and qualitative analytics
. Unfailingly accountable to meet or exceed expectations
. Strong organizational, problem solving and presentational skills
. Friendly personality works well with cross-cultures, team environment
or independent work
. Multilingual, dedicated, hard-working, enthusiastic and ambitious
Professional Experience
Consultant, Ascendant Advisors LLC
January 2010 - present
Scope of engagement: develop due diligence process and establish a smooth
transition from old accounting system into the new package, design a new
institutional type presentation which encompasses information on investment
philosophy and process, assess and research all marketable investment
products offered to the public, set up and design reports in the new
financial software package, handle all applicable research to complete the
above tasks.
Vice President of Research & Principal, Paul Comstock Partners June
14, 1999 - July 30, 2009
Paul Comstock Partner is an investment consulting and strategic planning
firm serving foundations, endowments, high net worth individuals, families,
and family offices.
Primary responsibilities included:
. Qualitative and quantitative market, asset allocation, asset management
and investment research
. Recommending and implementing client portfolio allocations from resulting
research
. Executing all institutional client monthly and quarterly investment
reporting utilizing a proprietary compilation of accounting and
financial databases
. Review risks involved in trading activities, portfolio holdings,
combined and individual managers allocations, using StockVal/BARRA
risk matrix
. Creating monthly client present-position analysis including manager
performance and asset allocation review, cash flow projections, tax
implications and cost analysis
. Conducting full scale searches and due diligence on new and existing
asset management
. Maintaining the proprietary Recommended Manager List
. Developing client requested ad hock projects such as: stock position
analysis, trading strategy design and cash flow projections
. Simplifying and streamlining all client reporting functions, servicing
and monitoring StockVal and DataWarehouse servers and related
workstations
Summer Financial & Administrative Intern, EXXON Ventures CIS May
1998 - August 1998
. Prepared financial forecasts and cost analysis for budgeting purposes
for all cost centers
. Contributed in establishing Automated Clearing House (ACH) System for
overseas Exxon Ventures CIS employees through Electronic Funds
Transfer Payroll System (EFTP)
. Implemented Physical Inventory Control
. Participated in Credit Department Operations
. Analyzed financial position of customers for credit approval
. Created electronic spreadsheets and multipurpose tables in Microsoft
Excel and Access
Financial Manager, UMCOR (United Methodist Committee on Relief) / U.S.
Humanitarian Organization
March 1996 - August 1997
. Maintained all financial records of revenues and expenses for sponsors
and donors
. Developed databases and spreadsheets in Microsoft Access and Excel
. Prepared monthly Financial Statements using special format in
ACCPAC2000
. Supervised accounting staff
Secretary for Quba District Project, UNICEF August
1995 - March 1996
. Represented UNICEF support staff in the Ministry of Health in
Azerbaijan
. Compiled monthly report on NGO's activities
. Assisted in Health Revitalization Reform in Quba district of
Azerbaijan
. Performed computer training for senior medical staff in Quba District
Medical Facility
System Computer Specialist, AMazing Corporation August
1994 - August 1995
. Constructed databases in MS Access and FoxPro with utilization of
Visual Basic tools
. Managed the local network and E-mail services, maintained all internal
PC stations
. Involved in preparing financial records and physical inventory control
Sr. Computer Programmer, AZIMPO Corp. August 1992 -
August 1993
. Designed databases for payroll systems of different clients
. Participated in the computer training for school-kids
Education and Honors
Chartered Financial Analyst, June 2002
Series 65 (valid through 2011), Series 7 & 63 (could be reinstated through
the waiver process)
MS Finance, Texas A&M University, 1997-1999 - Full academic scholarship
from ExxonMobil
BS in Applied Math & Cybernetics, Baku State University, Azerbaijan, 1990-
1995 - Recipient of Rasulzadeh's Stipend for one year
Certificate in Accounting of International Business, Baku International
Institute of Invention and Business, Azerbaijan - 1994
Level III Candidate, PRM (Portfolio Risk Manager) Program
Computer Skills
Programs: Microsoft Excel, Word, Access, Power Point, Adobe Illustrator,
Dreamweaver, Joomla
Operating System: Windows, MSDOS, UNIX, XENIX
Languages: Clipper, Pascal, C, C++
Storage and Processing: DataWarehouse, Sagent
Accounting Packages: Advent Axys Custom Reporting; ACCPAC2000, QuickBooks,
IDEAS
Financial Software Packages: Mobius, Morningstar /Ibbotson, Style Advisor,
StockVal/BARRA, Bloomberg, PSN
Learning SAP
Languages
English, Russian, Azerbaijani, Turkish (elementary)