Anthony Vassilev
Cape Town
Summary
Highly skilled investment professional with excellent leadership, critical thinking and problem-solving abilities. Develops and presents proposals, facilitates communication, and multitasks in fast-paced environments. Seasoned financial quantitative analyst with comprehensive experience in developing dashboards and models for investment strategy optimization and data warehousing. Skilled in applying advanced excel techniques to analyze market trends and financial data, leading to actionable insights that drive business growth. Knowledge in various software and programming languages conducting rigorous data analysis.
Overview
7
7
years of professional experience
Work History
Head of Automation | Senior Quant Analyst
Sygnia Asset Management
07.2024 - Current
- Application of data warehouse to generate reports, advanced Power BI, use of time intelligence to measure key metrics, client reporting and presentations, create interactive dashboards for stakeholders to make informed decisions
- Power query applied to repetitive tasks and streamline processes through automation.
Senior Quantitative Analyst
Sygnia Asset Management
10.2023 - 06.2024
- Team leader, improve processes, streamline operations, develop dashboards using Power BI
- Generate client reporting, portfolio model reviews
- Portfolio fee calculations
- Client presentations.
Quantitative Analyst
Sygnia Asset Management
06.2021 - 09.2023
- Quantitative Analyst with regards to pricing and reporting to Sygnia clients
- Strategic model asset allocation
- Dealing with database uploads on company server and ad-hoc tasks for clients when it comes to returns, top holdings and breakdown of asset class sectors
- Knowledge of Reuters & Morningstar
- Large data sets with client deliverables
- Recently have started integrating PowerBI dashboard for data visualization and building on python skills.
Financial Planner
I&M Financial Services
04.2018 - 06.2021
- Fund consultant & client facing consultant
- Employee benefits and investment planning
- Fund administration, model portfolios, financial modelling
- Wealth management
- Full knowledge of financial services industry and investment firms
- Retirement planning and wealth creation through estate planning.
Trader
Exchange Capital
01.2018 - 03.2018
- Foreign Exchange controller, booking on FX rates
- Sales, provide competitive margins on foreign exchange transactions.
Part-time intern, Retail sales
Focus Real Estate Group
09.2017 - 02.2018
- Show casing property developments being built in Hyde Park
- Financing of properties for investment purposes.
Education
BIDA (Business Intelligence & Data Analyst) -
Corporate Finance Institute (CFI)
12.2024
Ethics exam -
FAIS RE5
12.2019
PG Dip - Financial Planning (postgraduate) -
Stellenbosch University
11.2017
Bcomm (Investment Management) - Investment management and Financial management
Stellenbosch University
11.2016
Bachelors pass, NSC certificate -
St Davids Marist Inanda, Johannesburg
11.2013
Skills
- Team Leader
- Deadline Orientated
- Attention to Detail
- Microsoft Excel (Advanced - PowerBI & Power Query)
- PowerPoint
- SQL Fundamentals
- Python Fundamentals
- Portfolio Management
- Making investment recommendations
- Problem-Solving
- Financial Modeling
- Data Modeling
- Financial Analysis
- Technical Analysis
- Blockchain Enthusiast
- Passion for numbers and statistics
- Native English speaker, first generation South African EU passport
- Effective Communication Skills
- Client Presentations
- Workplace Environment EQ
Languages
English
First Language
Bulgarian
Upper Intermediate (B2)
B2
References
References available upon request.
Timeline
Head of Automation | Senior Quant Analyst
Sygnia Asset Management
07.2024 - Current
Senior Quantitative Analyst
Sygnia Asset Management
10.2023 - 06.2024
Quantitative Analyst
Sygnia Asset Management
06.2021 - 09.2023
Financial Planner
I&M Financial Services
04.2018 - 06.2021
Trader
Exchange Capital
01.2018 - 03.2018
Part-time intern, Retail sales
Focus Real Estate Group
09.2017 - 02.2018
BIDA (Business Intelligence & Data Analyst) -
Corporate Finance Institute (CFI)
Ethics exam -
FAIS RE5
PG Dip - Financial Planning (postgraduate) -
Stellenbosch University
Bcomm (Investment Management) - Investment management and Financial management
Stellenbosch University
Bachelors pass, NSC certificate -
St Davids Marist Inanda, Johannesburg
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