Yiannis Ritsios, CFA
验证专家 in 金融
金融专家
Yiannis is an experienced investment professional who manages assets for institutional 投资者 globally and has extensive experience in financial analysis, 估值, 股票研究, 投资管理. 他在M&一个项目 for large corporations and startup funding for the 欧洲委员会. 拥有伦敦帝国理工学院MBA学位, 扬尼斯开始做自由职业者,帮助高层管理人员, 投资者, 企业家创造价值和可持续增长.
职业生涯突出
教育强调
认证了
工作经验
金融专家
欧洲委员会
- Evaluated funding proposals of highly innovative small and medium enterprises and startups in the fields of fintech, 智能住宅, 物联网(IoT), 建筑创新.
- Assessed business plans to identify the most disruptive and scalable businesses.
- Identified disruptive ideas to help startups access funding for prototype development of up to EUR 50,000, 或上市融资100万至200万欧元.
董事总经理|董事会成员
卢森堡NBG资产管理公司
- Oversaw the delegated investment management of the 卢森堡 domiciled UCITS, SICAV, and FCP funds.
- Monitored the investment strategies and portfolios operations. Engaged with portfolio management teams in the areas of performance, risk, and compliance.
- Acted as interim 首席财务官; built a model for internal projections, 盈利能力分析, 削减成本, 并编制了5年预算.
全权资产管理主管
希腊国家银行资产管理公司
- 管理资产达8亿欧元, 主要来自养老基金, 投资于欧美股票和固定收益产品. 在所有投资组合中表现优于相对基准.
- Developed the investment strategy based on a top-down approach for asset allocation and a bottom-up approach for stock selection, 使用宏, 基本, 定量, 以及技术分析.
- 领导由两名买方股票研究分析师组成的团队. 进行股票研究, 包括财务报表分析, DCF估值, 对比公司分析.
- Built detailed financial models for the companies in the investment universe. 预计收入, 成本, 并分析了现金流和盈利能力, 流动性, 经济附加值.
- 研究ed and developed systematic investment strategies based on 估值, 因子分析, 趋势后, 并使用Excel进行风险平价, VBA, MATLAB, 和R.
- 致力于M&一个项目, conducted due diligence and valued companies; analyzed business models, 增长动力, and financial statements; built financial models; and projected P&L和现金流量. 使用DCF和可比性对公司进行估值.
另类投资主管
希腊国家银行资产管理公司
- Chose hedge funds (HF) based on qualitative and 定量 analysis. Conducted due diligence on HF manager with on-site visits and interviews in London, 巴黎, 法兰克福, 和塞浦路斯. Evaluated HF's investment philosophy, strategy, risk, and return.
- Constructed portfolios of hedge funds with risk and return optimization and higher-order statistics (i.e., skewness and kurtosis) using the AlternativeSoft hedge fund optimizer.
- Replicated hedge fund returns through econometric and 定量 models using AlternativeSoft.
- Developed and back-tested systematic investment strategies based on 趋势后 and risk parity and pitched them to the investment committee. Developed the strategies using Excel, VBA, MATLAB, 和R.
投资组合经理和投资分析师
希腊国家银行资产管理公司
- 负责买方投资研究, 进行股票研究, 构建股票投资组合, 并提出战略战术资产配置.
- Conducted financial statement analyses and company 估值 using DCF估值, 剩余收益, 对比公司分析.
- Built detailed financial models for the companies in the investment universe. 分析商业模式, 确定增长动力, 预计收入, 成本, 现金流量, 并分析了盈利能力, 流动性, 经济附加值.
- Constructed risk-return and optimized equity portfolios by blending 基本 expected returns and risk metrics to derive efficient portfolios using MATLAB and VBA.
- Co-managed AuM of EUR 270 million of the major Greek state pension funds, investing in Greek equities and government bonds with a well-proven track record of outperforming the benchmark.
- Prepared requests for proposals (RFPs) and pitched them to prospective institutional clients.
股票研究分析师
P&K Securities (Acquired by National Bank of 希腊 in 2007)
- 进行卖方股票研究, 包括行业和公司分析, 财务报表分析, a DCF估值, 可比较的估值.
- 制定了P的详细预测&L, 资产负债表, 现金流量; prepared the three-statement operating model and evaluated economic profitability.
- Covered energy, materials, food, utilities, technology and communication companies.
- Prepared the investment case, explained the risk factors, and advised institutional clients.
金融分析师
喜力(雅典啤酒厂)
- Gained experience as a management trainee with on-the-job training in marketing, 销售, 生产, 物流, 和金融.
- Prepared revenues and cost analysis, profitability analysis, and financial statements analysis. 对预算编制和合并做出了贡献.
- Built 估值 models for the potential acquisition of breweries in south-eastern Europe.
- Developed and restructured the financial analysis and reporting models, using advanced financial modeling with excel and VBA coding.
教育
全球投资高管课程 in Global 投资
欧洲工商管理学院-枫丹白露,法国
Postgraduate Certificate in 资产管理 and 金融工程 in Financial 资产管理 and Engineering (FAME)
Swiss 金融 Institute, University of Lausanne - Lausanne, 瑞士
工商管理硕士学位 in 金融
伦敦帝国理工学院-伦敦,英国
硕士学位 in Electrical Engineering (Communications & 信号处理)
伦敦帝国理工学院-伦敦,英国
电气工程学士学位
Aristotle University of Thessaloniki - Thessaloniki, 希腊
认证
通过CAIA一级考试
CAIA协会
特许金融分析师(CFA)
CFA协会
Skills
金融
基金管理, 预算, 投资组合分析, 现金流量预测, P&预测、财务规划 & 分析(FP&A), Three-statement建模, 估值, DCF估值, 投资理论, 股票研究, 可比公司分析, 经济增加值, 金融建模, 资产配置, 合并 & 收购(M&A), 估值倍数, 估值建模, 投资组合管理, 收入 & 费用预测, 五年的预测, 投资监控, 波动, CFA三级, 预测, RiskMetrics, 特许金融分析师(CFA), 股票交易, 股权研究分析, 定量风险分析, ROI, 投资回报情景分析, 尽职调查, 现金流量模型, 项目评估, 会计合并, 创业融资, 盈利能力分析, 首席财务官, 财务报告, 财富管理, 会计, 财务管理, 股票估值, 价格分析
输出的软件
微软Excel,微软Word,微软PowerPoint
Data & 分析软件
MATLAB, Microsoft Access, R
行业专业知识
金融市场,资产管理,食品 & 采购产品饮料,技术,能源,电信,零售 & 批发、公用事业
地理专业
联合王国, 希腊, 卢森堡, 欧洲联盟(欧盟), 美国, 瑞士, 法国, 荷兰
其他
财务报表, 业务规划, 投资基金, 股权投资, 投资分析, 股东价值, 投资 & 风险管理, 业绩归因, 投资者的演讲, 球场上甲板, 投资研究, 投资案例, 定量分析, 投资者关系顾问, 金融, 投资经理, 对冲基金, 投资, 投资组合优化, 股票, 安全分析, 商业模式, 投资策略, 定量建模, 财务预测, 股票市场, 项目组合管理, 股票市场, 商业计划咨询, 债券, 投资理念, 瀑布模型, 定量金融学, 交易, 首席信息官, 财务分析, IRR, 股票分析, 商业策略, Excel VBA, Visual Basic for Applications (VBA), Fintech, 财务风险管理, 医疗保健服务, 宏观经济预测, 系统交易, 另类投资, 基金会计 & 政府, 创业公司, 策略, 领导, 产品开发, 投资银行, 资产收购, Python, 衍生品
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