A financial operations manager seeking avenues to further develop his functional and human management capabilities in the area of financial markets, corporate actions, financial analysis, and project management. Diverse finance/economics/business academic background obtained in the UK and Sweden.
Datos destacados
7
7
years of professional experience
8
8
years of post-secondary education
Experiencia
Securities Processing Manager
FlatexDegiro
Sofia
07.2022 - 09.2025
Progressed through all positions in the company, commencing as an analyst, promoted to an associate and subsequently has assumed the responsibility of a Securities Processing manager from June 2024 onwards.
As a manager took responsibility of pivotal projects for my team such as Securities Lending, US Income Tax Reclassification, Dutch Tax Reclaim, Portuguese Tax Reclaim, and Internal audit.
Involved in the processing of cash dividends, interest payments, early and final redemptions, stock dividends, scrip dividends, accrued interest tax, and accumulation ETF reinvestments.
Gained in-depth professional experience in SQL, as the company has its databases operated through MariaDB.
The foremost tasks undertaken by me including booking and reconciling corporate actions, interacting with custodians to tackle any mismatches, analysing any position mismatches between the company and clearings, exercising due diligence (utilising Refinitiv, Bloomberg terminal, companies’ investment relations pages) to scan the market for future substantial corporate actions, as well as confirming the validity of some of the more dubious corporate actions.
Exclusively conducted the inductions of several new hires, thereby sharpening my managerial skills.
Proactively suggested notions how to streamline the work process such as developing SQL queries, creating Excel and macro workbooks, etc.
Created and maintained documentation on process descriptions, standard operating procedures, and Business continuity measures on Confluence.
Research Analyst
Euromoney Institutional Investor
Sofia
02.2020 - 09.2021
Was responsible for updating the Annuity and structured product databases for the US market.
The nature of these tasks induced me to sharpen my efficiency and acquaint myself with Excel VBA to reach the daily targets for product submission.
Due to my relentless drive to extend my knowledge boundaries, I proposed multiple research notions to the Head of the Editorial Team of SRP based in London, and developed my ideas from scratch in Microsoft Excel, and then summarised my findings in Microsoft Word.
These data-rich articles I composed convey insights about the recent trends in the annuity and structured product markets¡ through technical analysis indicators and an array of option and equity valuation techniques, Option Greeks, the interplay between price return and total return indices on structured product parameters (e.g. downside barriers, participation rates), Fibonacci 61.8% buy side and sell-side retracement levels, GARCH modelling for estimated volatility, skewness and kurtosis of asset returns, Value At Risk and Conditional Value At Risk of single stocks and portfolio of stocks performed via the R software, as well as making projections on structured product performance via Monte Carlo simulations.
Junior Market Research Analyst
HRS Bulgaria
Sofia
06.2019 - 02.2020
Honed my competencies in extracting relevant data expeditiously in preparation of Excel or Word reports on distinct industries – the automotive sector in CEE, biotechnology, heavy manufacturing, Shared Service Centres, and Information Technology Outsourcing (ITO), as well as the economic prospects of several of the most populous and economically attractive investment destinations against the backdrop of managerial intentions to expand HRS’ branch network nationwide.
Junior Audit Assistant
KPMG Bulgaria
Sofia
09.2018 - 05.2019
Gained insight into voluntary pension funds, insurance companies, debt collection services, banks, and operational and financial lease companies.
Applied the KPMG Audit Methodology (KAM) to guarantee the completeness, existence, accuracy, valuation, and presentation of the balance sheet and profit and loss accounts.
Actively participated in ensuring the immaculate compliance of financial statements with the International Financial Reporting Standards (IFRS).
Reconciled financial statements to accounting data.
Formación
MSc - Finance
Lund University
08.2021 - 06.2022
BSc (Hons) - Management (International Business Economics)
The University of Manchester
09.2015 - 07.2018
Diploma za sredno obrazovanie - undefined
First English Language School
09.2010 - 06.2015
Enfatiza tus habilidades clave
MS Office
Excel
Excel VBA
NumXL
@Risk
R Studio
Matlab
Bloomberg Terminal
Refinitiv Eikon/LSEG terminal
Factset
SQL
Python
Power BI
Personalizado
Available upon request
Idiomas
Búlgaro
Idioma nativo
Inglés
Experto
C2
Español
Intermedio avanzado
B2
Cronología
Securities Processing Manager
FlatexDegiro
07.2022 - 09.2025
MSc - Finance
Lund University
08.2021 - 06.2022
Research Analyst
Euromoney Institutional Investor
02.2020 - 09.2021
Junior Market Research Analyst
HRS Bulgaria
06.2019 - 02.2020
Junior Audit Assistant
KPMG Bulgaria
09.2018 - 05.2019
BSc (Hons) - Management (International Business Economics)