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Financial Analyst Asset Management

Location:
Westmont, IL
Posted:
September 27, 2024

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Resume:

Kiril Zivrev

331-***-**** *******@*****.*** Chicago, IL

EDUCATION

University of Illinois at Chicago Chicago, IL

• Masters of Business Administration (MBA) - Business Analytics and Management 01/19 – 05/20

• Masters in Science of Finance GPA 3.85 / 4.00

University of Illinois at Chicago Chicago, IL

• Bachelor of Science in Finance (Cum Laude) GPA 3.75 / 4.00 08/08 – 05/10 EXPERIENCE

Bank of America Corporation Chicago, IL

Consultant – Global Custody and Asset Management Services 07/22 – 11/23

• Promoted investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments

• Enhanced relationships with institutional clients

• Coordinated securities movement via SWIFT, DTC, FED, Euroclear and Local Markets

• Liaised with all levels of the firm and people (internal and external) with different experiences and backgrounds

• Managed multiple projects/deadlines simultaneously in a team environment. University of Illinois at Chicago Chicago, IL

Teaching Assistant – Department of Finance 08/19 – 12/21

• Graded projects, homework, quizzes and exams for 100+ students in 3 different finance undergrad classes

• Tutored students majoring in business and finance

• Edited Fundamentals of Finance textbook by Prof. Evgenia Golubeva. Northern Trust Bank Chicago, IL

Senior Financial Analyst – Wealth Management – Transitions 10/16 –12/18

• Client on-boarding

• Managed the movement of financial assets from other institutions to Northern Trust

• Took initiative to lead team of four to develop new operational guideline to make easier and effective workflow, reduced accounts errors by 7%

• Communicated with front office on transfer of various assets and evaluated complexity and timing of transfers

• Identified and resolved problems while upholding to regulatory and client standards. LANGUAGES

• Macedonian (native), English, Serbo-Croatian and Bulgarian (fluent), German and Russian (conversational). COMPUTER SKILLS, ACHIEVMENTS, and MEMBERSHIPS

• Private Pilot – PPL ; Glider Pilot

• R Studio; SAS, STATA, Microsoft Office Suite: Word, Excel, and PowerPoint

• Stanford University Bank Management Simulation Competition (Spring 2010) – winner’s team

• Dean’s Lists at College of DuPage and UIC - (all semesters).

• Three World Space Modeling Championship Awards

• Beta Gamma Sigma; Collegiate Finance Organization; Alumni Association at UIC.



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