Noam Vaknin
Montreal,Canada
Summary
Growth-driven financial services professional with extensive experience in financial analysis, investment and fund management, capital markets, and corporate finance. Proven ability to conduct economic research and provide analytical insights for investment strategies, guiding clients through complex financial markets, and achieving substantial returns. Exceptional skill in identifying lucrative investment opportunities and effectively mitigating potential risks. Demonstrated self-direction, initiative, and ability to perform well under pressure while adapting to changes, driving process improvement, and consistently delivering high-quality outcomes in dynamic financial environments.
Overview
6
6
years of professional experience
Work History
Senior Investment Analyst
Amitim Pension Funds
02.2022 - 02.2023
- Company Overview: Financial Services, Israel
- Conducted comprehensive corporate valuations for commercial and residential real estate firms and Private Equity and Private Lending sectors using diverse methodologies, including Discounted Cash Flow (DCF), multiple valuations, and Net Asset Value (NAV)
- Developed and implemented detailed financial models to forecast company performance, assess potential investments and associated risks, and support strategic decision-making
- Analyzed macroeconomic and geopolitical trends to guide strategic equity and debt investment decisions, improving portfolio performance
- Delivered high-impact investment recommendations by integrating sector-specific insights and macroeconomic factors to enhance returns
- Engaged with clients to evaluate their investment objectives and risk tolerance and tailor investment strategies accordingly
- Executed through equity and debt analysis, integrating macroeconomic and sector-specific factors to provide valuable insights and investment recommendations to clients
- Assessed the quality and reliability of information from diverse sources to develop effective risk mitigation strategies and ensure compliance with investment guidelines and industry regulations
Senior Investment Analyst
Barak Capital
01.2020 - 01.2022
- Company Overview: Investment Group, Israel
- Analyzed diverse financial data and built models across various sectors, including energy, renewable energy, financial institutions, and commercial and residential real estate, while identifying trends and investment opportunities and managing risks to enhance investment performance and maximize revenue
- Conducted comprehensive equity and fixed income valuations, utilizing methodologies such as Discounted Cash Flow (DCF), Net Asset Value (NAV), and multiple methodologies for investment assessments
- Implemented effective macro trading and hedge fund strategies, including long/short positions and fixed-income trading with leverage and hedging techniques
- Performed derivatives valuation and portfolio management, ensuring accurate pricing and risk evaluation
- Managed nostro trading portfolios with a focus on derivatives pricing accuracy and strategic risk management
- Developed and presented detailed research findings to support investment decisions and enhance portfolio performance
Financial Analyst, Capital Market Division - OTC Derivatives Department
Bank Leumi
01.2017 - 01.2020
- Company Overview: Israel
- Conducted comprehensive monthly accounting calculations to determine the open position value of traded OTC derivatives, ensuring accurate valuations for swaps, options, and structured products
- Engaged with both commercial and private clients to evaluate their financial goals, discuss appropriate strategies, present analysis results, and provide tailored solutions to meet their financial goals
- Developed and implemented advanced financial models, including scenario and sensitivity analyses, to forecast future financial performance, assess risks and potential outcomes
- Drafted and managed contracts for OTC derivative deals, overseeing the approval process to ensure compliance and accuracy
- Analyzed macroeconomic trends and their impact on derivatives pricing using sensitivity analysis techniques to evaluate and mitigate potential market fluctuations
- Maintained diverse documentation and generated reports, providing recommendations to senior management based on obtained findings and ensuring compliance with reporting standards and regulatory requirements.
Education
Bachelor of Arts - Economics
Tel-Aviv University
Master of Science - Financial Mathematics
Bar-Ilan University
10.2024
Master of Science - Finance
Tel-Aviv University
12.2021
Skills
- Hedge fund strategies
- Securities valuation
- Mathematical background
- Financial modelling
- Quantitative analysis
- Trading
- Debt valuation
- Equity valuation
- Problem-solving
- Analytical skills
- MS Office
- Bloomberg platform
Websites
Accomplishments
i have worked in a hedge fund as investment analyst. through my work i have conducted public firms valuations and generated high returns for the fund.
Jobtitle
Job Title to change here
Languages
English
Bilingual or Proficient (C2)
Hebrew
Bilingual or Proficient (C2)
French
Elementary (A2)
Additional Information
Proficient in securities analysis, with strong expertise in debt and equity valuation for investment assessments in accordance with financial regulations.
Significant experience in conducting economic research and providing analytical insights for investment strategies.
Strong analytical skills with a focus on market analysis and investment performance.
Solid mathematical background, supporting advanced financial modeling and quantitative analysis in finance.
Good communication skills combined with creativity and out-of-the-box thinking, demonstrating a strong work ethic and ability to learn quickly.
Timeline
Senior Investment Analyst
Amitim Pension Funds
02.2022 - 02.2023
Senior Investment Analyst
Barak Capital
01.2020 - 01.2022
Financial Analyst, Capital Market Division - OTC Derivatives Department
Bank Leumi
01.2017 - 01.2020
Master of Science - Financial Mathematics
Bar-Ilan University
Master of Science - Finance
Tel-Aviv University
Bachelor of Arts - Economics
Tel-Aviv University
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