Mykyta
Investment Analyst
Strategic financial analysis and investment portfolio optimization
About Me
Experienced investment analyst with over 5 years of expertise in financial markets, portfolio management, and investment strategy development. Passionate about identifying market opportunities and delivering data-driven investment recommendations to maximize returns while managing risk effectively.
Professional Experience
Senior Investment Analyst
Goldman Sachs 2021 - Present- Lead equity research and analysis for technology and healthcare sectors
- Developed investment strategies resulting in 15% portfolio outperformance
- Managed $500M+ in client assets with focus on growth and value investments
- Presented investment recommendations to senior management and clients
Investment Analyst
Morgan Stanley 2019 - 2021- Conducted fundamental analysis of publicly traded companies
- Created financial models and valuation analyses for investment decisions
- Collaborated with portfolio managers to optimize asset allocation
- Generated quarterly investment reports and market outlook presentations
Financial Analyst
JP Morgan Chase 2018 - 2019- Analyzed market trends and economic indicators
- Supported investment research team with data analysis and reporting
- Assisted in client portfolio reviews and rebalancing recommendations
Skills & Expertise
Financial Analysis
- Financial Modeling
- DCF Valuation
- Ratio Analysis
- Risk Assessment
Technical Skills
- Bloomberg Terminal
- Excel & VBA
- Python (Pandas, NumPy)
- SQL & Database Management
Investment Knowledge
- Portfolio Management
- Asset Allocation
- Market Research
- Regulatory Compliance
Education
Master of Business Administration (MBA)
Harvard Business School 2018Bachelor of Science in Finance
New York University - Stern School of Business 2016Certifications
Chartered Financial Analyst (CFA)
Series 7 & 63 Licenses
Financial Risk Manager (FRM)