Valeriia Ivanova, Investment Analyst

Valeriia Ivanova

Investment Analyst

Barbacane Research

Location
Russian Federation - Moscow
Education
Master's degree, Financial Analytics
Experience
7 years, 7 Months

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Work Experience

Total years of experience :7 years, 7 Months

Investment Analyst at Barbacane Research
  • Russian Federation
  • My current job since January 2021
Head of unit investment fund at Professional Investments
  • Russian Federation - Moscow
  • June 2019 to November 2020

As a head of unit investment fund I was responsible for fundamental analysis and research

Accomplishments:

•Doubled fixed income portfolio returns in US dollar in a zero interest rate environment
•Created defensive portfolio of 30 stocks with focus on dividends and growth potential

Specialist of unit investment fund at Professional Investments
  • Russian Federation - Moscow
  • September 2016 to May 2019

As a specialist of unit investment fund I was responsible for currency management and investment idea generation

Accomplishments:

•Conducted 100+ fixed income securities analysis in developed and emerging markets
•Saved $500k on trading costs

Education

Master's degree, Financial Analytics
  • at Plekhanov Russian University of Economics (top 3 economic university)
  • July 2018

Graduated with honors

Bachelor's degree, Finance and Credit
  • at Plekhanov Russian University of Economics (top 3 economic university)
  • July 2016

Graduated with honors

Specialties & Skills

Investments
Financial Analyst
Portfolio Management
Fixed Income Research
Equity Research
Portfolio management
Fixed income investments
Commodities investments
Fundamental analysis
Investing in alternative asset classes
Equity research

Languages

English
Expert
Russian
Native Speaker

Training and Certifications

CFA level II passed (90th percentile) (Certificate)
Date Attended:
August 2022
CFA level I passed (90th percentile) (Certificate)
Date Attended:
February 2021

Hobbies

  • Yoga