Portfolio Manager Investment Officer

Aleksander Prifti

New York, NY 929-***-**** ********@*****.*** linkedin.com/in/aleksander-prifti-97041549/ Portfolio Manager & Investment Strategist

Accomplished Asset Allocation & Portfolio Strategist with 15+ years of demonstrated success in optimizing high net worth and corporate portfolios. Highly adept in research, portfolio design, trend analysis, and derivatives. Driving investments across various asset types by delivering High Sharpe Ratio risk-adjusted returns. Foster strong relationships with business partners to establish annual targets. Analytical individual, instrumental in defining investment requirements, resolving complex issues, and completing tasks as per deadline in a fast-paced capital market environment. Areas of Expertise

● Portfolio & Asset Management

● Market Insight & Forecasting

● UHNW Portfolio Construction

● Derivative Strategies

● Financial Modeling

● Asset Allocation

● Wealth Management

● Quantitative Analysis

● Risk Assessment & Mitigation

Technical Competencies

● Python Programming

● Conning SAA

● Moody’s Risk Frontier

● VBA

● Microsoft Office

● Alteryx

Professional Experience

Prudential Advisors New York, NY

Financial Professional / Senior Portfolio Strategist May 2019 – Present

● Establish a time frame of strategic asset allocation for HNW individuals and families via designing clients’ portfolios with high minimums in investable assets by aligning investments with their risk profile.

● Deliver strategic planning support in collaboration with a team of 48 Investment Advisors, external asset managers, and the actuarial & investment risk teams.

● Facilitate creation and implementation of asset allocation strategy via developing financial models, thesis. Giving insights by using Python Advanced Portfolio Construction analytics, to help shape key strategies and portfolio construction; met set targets of 6% ann. on conservative risk profile, 8% ann. on moderate risk profile and 12% on aggressive risk profile.

● Consistently meet or exceed revenue and asset goals by delivering consistent returns and ultimately generating 40% of new referrals from the current client base.

● Participate in client and prospect meetings to present team’s asset allocation & recommendations through valuation of portfolio investments by liaising with strategy teams, research groups and conveyed results to clients.

● Conduct monthly market analysis of business cycles and derive strategic-specific development of Fibonacci retracement levels on 11 sectors, with allocating projections.

● Delivered investment commentary on market cycles, sectors, geography and companies to Investment Advisors for use in client meetings.

HNW, APIA Wealth Management New York, NY

Chief Investment Officer May 2012 – May 2019

● Designed and implemented portfolio analysis processes for Stocks/FX/Futures/ETF and derivative strategies via applying data flow, risk dashboard, optimization, and rebalancing custom basket generation.

● Conducted market trend analysis to support portfolio construction and endorse company’s risk management framework by deploying Investment Asset Allocation plan.

● Fostered strong relationships with the Asset Liability Committee and fellow portfolio managers to create portfolios with High Sharpe Ratios.

● Developed trading plan for Stocks/ETFs/FX/Futures/Options while managing risk and required resources by maintaining self-defined trading style, on equity, futures, FX and derivative trading, delivering 25% ann.

● Communicated investment processes to clients and performed key market analysis to manage global portfolio trading across all major time zones.

● Coached and mentored 4 (four) portfolio managers to ensure in-depth knowledge of new products and improved scalable solutions for portfolio construction, to drive performance excellence.

● Optimized high net worth and corporate portfolio issues with regards to calls, maturities, change of investment objectives, and behavior to ensure compliance with regulatory standards, to consistently deliver 8% to 12% return with single digit volatility on wealth portfolios. HNW, Phoenix Advisors Limited New York, NY

Portfolio Manager Sept 2003 – Sept 2010

● Maintained multi trust accounts, IRA, and investment management accounts via analysis of client investments objectives and limits to plan and monitor portfolio, resulting in positive performance YoY.

● Acted as subject matter expert to clients and team via utilizing knowledge of fixed income, ETF’s, hedge funds, private equities, and alternative investments to suggest improvements according to client input, risk tolerance, goals, and understanding.

● Liaise with clients to review real-time asset allocations and explain portfolio construction on equities, fixed income, and selection process.

● Configured asset allocation via utilizing data collected within the profiling process via written communication to recommend investment solutions based upon HNW needs and constraints for all stakeholders.

● Streamlined portfolio to evaluate liquidity needs, bond maturities, excess cash, buy and sell tax loss collecting, investment recommendations, P&L analysis, and deployment of cash liquidation positions. Additional Experience

Integrity Research Senior Research Analyst

Education

Master of Science in Financial Engineering, New York University, 2005 Bachelor of Arts in Business-Economics/Finance, Athens University of Business & Economics Securities Industry Essentials (SIE), FINRA, 2005

Series 3, 7, 63, 65, 66 (Active), FINRA, 2005

NY Life/Accident & Health, FINRA, 2005

Notable Affiliations

International Association of Financial Engineers (IAFE). http://iafe.org/html/ Alternative Investment Management Association (AIMA). http://www.aima.org/ Private Equity Institute New York. www.privateequityinstitute.com

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