Summary
Overview
Work History
Education
Skills
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Timeline
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Natalia Pevko

Natalia Pevko

Zurich

Summary

An accomplished and highly motivated Portfolio Manager with over ten years of cross-functional expertise gained in international retail banking. Possess a strong knowledge and an experience across all asset classes and excel in conducting in depth analyses using Advanced data handling tools. I am eager to bring my expertise in identifying high potential investment opportunities while adeptly navigating the market volatility. I am dedicated to achieving sustainable growth for clients and empowering them to make informed investment decisions.

Overview

14
14
years of professional experience

Work History

Long/short equity Portfolio Manager/Trader

04.2019 - Current
  • Generating alpha by taking concentrated positions in high conviction buys or sells with negative exposure to the size factor and a heavy emphasis on equities fundamental and quantitative research mainly in the US Tech sector
  • Conducting daily macro, market, trend and pattern analysis to identify good entry level for selected positions

Portfolio Manager

Clarus Capital
Zurich
11.2022 - 01.2024
  • Company Overview: Top 50 Asset Managers in Switzerland
  • Mutual funds/ETFs selection screening, based on risk-trade off analysis
  • Collaborating closely with CIO and supporting group partners in investment proposition preparation for High and Ultra High – Net clients (mainly Russian) and monthly performance reporting
  • Supporting in discretionary portfolio construction modeling and periodic rebalancing
  • Cross asset investment analysis of clients’ advisory holdings deviations from model portfolios and rebalancing
  • Macro analysis coverage of the quarterly outlook and monthly ad-hoc publication
  • Maintaining and improving portfolio management tools and valuation models
  • Support on due diligence, launch, and monthly monitoring of structured products
  • Top 50 Asset Managers in Switzerland

Head of Operations

WEALTHFACE LLC.
02.2020 - 10.2021
  • Company Overview: Wealthtech
  • As a direct report to the CEO of the company, efficiently led, and coordinated marketing, SEO and sales departments between three continents
  • Run workshops for clients and employees to raise awareness of new wealthtech asset management solutions (factor-based portfolios, trading, passive investments)
  • Assisted portfolio manager on a daily basis in data collection, industry and market research, and conducted monthly performance analysis
  • Assisted in user experience excellence of the platform based on customer preferences and requests
  • Took leadership in developing marketing and investor-related materials
  • Analyzed marketing campaigns impact, summarized and forecasted sales followed by detailed reporting on a weekly and monthly basis of sales including KPIs for the sales team
  • Wealthtech

Wealth adviser

HSBC RETAIL BANKING AND WEALTH MANAGEMENT
Dubai
05.2018 - 03.2019
  • Skillfully provided holistic financial planning advice to HNW clients offering a full range of wealth management products, including multi-asset portfolios, bonds, structured and Insurance products
  • Owned the whole investment process, from initiating to closing
  • Continually achieved individual KPIs, including revenue targets and growth of client base while maintaining a high level of service quality in adherence to laws and regulations and HSBC policies and procedures
  • Performed KYC/AML reviews, including individuals’ annual & due diligence reviews

Financial Adviser

THE CREDIT ZONE MORTGAGE BROKERS
Dubai
07.2016 - 07.2017
  • Focused on mortgage advisory services for Russian and international clients:
  • Diligently conducted evaluation of creditworthiness for corporate and retail clients through in-depth analysis of the company’s financial, legal and operational documentation and assessment of the market situation
  • Knowledgeably provided financial advisory on equity release, buyout and first purchase for freehold, leasehold, off-plan and residential properties

Head of Mortgage Department (Mortgage-backed securities)

COMMERCIAL BANK TRANSPORTNY LTD
Moscow
10.2012 - 07.2016
  • Adeptly developed the Bank’s internal mortgage procedures, including methods of valuing property, and rules for assessing individual borrowers’ creditworthiness and rolled them out across 5 key regions, more than 20 offices in Moscow and other related internal departments (e.g
  • Sales, legal, etc.)
  • MBSs securitization

Credit analyst (underwriter)

SOCIETE GENERALE (ROSBANK)
Moscow
05.2010 - 10.2012
  • Continuously prepared credit analysis reports of borrower’s SME organizations within the expected time frame
  • To present for the credit committee in accordance with the Bank’s regulations

Education

CFAI - Python Data Science & AI

12.2024

CFAI - The CFA program

12.2021

Chartered Institute for Securities & Investment (CISI)
12.2018

Economist, taxation specialist (Master's equivalent)

Far East Federal University
12.2010

Skills

  • Portfolio Management
  • Technical analysis
  • New trading ideas generation
  • Market timing abilities
  • Financial modeling and valuation
  • DCF
  • Advanced Excel
  • Data handling skills
  • Quantitative analyses
  • Aladdin
  • Bloomberg terminal
  • VBA
  • BQL
  • Python
  • Critical Factors analysis
  • Big data analysis
  • Mitigate the noise
  • Critical Thinking
  • Analytical Problem-solving
  • Managing/training teams
  • Presentation Skills
  • Interpersonal Skills
  • Self-starter
  • Target Driven
  • Ability to work independently
  • Accurate Record Keeping
  • Attention to detail
  • Analytical skills
  • Tendency to interact with people

Other

Salesforce, Jira, Notion, Strong knowledge of Blomberg terminal system, Aladdin by BlackRock, Python programming language: Pandas, NumPy, Matplotlib, VBA, BQL, Russian (native), English (proficiency), French (A2), Spanish (A1), Love reading history and biographies, water sport such as kitesurf, wakesurf make me feel free and happy, love exploring new cultures by travelling and of course hiking and snowboarding in Switzerland

Timeline

Portfolio Manager

Clarus Capital
11.2022 - 01.2024

Head of Operations

WEALTHFACE LLC.
02.2020 - 10.2021

Long/short equity Portfolio Manager/Trader

04.2019 - Current

Wealth adviser

HSBC RETAIL BANKING AND WEALTH MANAGEMENT
05.2018 - 03.2019

Financial Adviser

THE CREDIT ZONE MORTGAGE BROKERS
07.2016 - 07.2017

Head of Mortgage Department (Mortgage-backed securities)

COMMERCIAL BANK TRANSPORTNY LTD
10.2012 - 07.2016

Credit analyst (underwriter)

SOCIETE GENERALE (ROSBANK)
05.2010 - 10.2012

CFAI - Python Data Science & AI

CFAI - The CFA program

Chartered Institute for Securities & Investment (CISI)

Economist, taxation specialist (Master's equivalent)

Far East Federal University

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