Alexander Ushakov
Master of International Management @ UC San Diego School of Global Policy & Strategy | Axos Invest - Portfolio Analyst
- Role
- Portfolio Analyst at Axos Bank
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Alexander Ushakov
Investment Analyst with experience at the intersection of markets, data, and strategy…
Experience
Portfolio Analyst
Sep 2024 — Present · San Diego, CA, US
Working at Axos Invest, an SEC-registered investment advisor firm under Axos Bank managing $140M in client assets. • Spearhead strategic research and advisory efforts for Axos’ crypto expansion, conducting market sizing and competitor analysis across custody, payments and lending; building DCF and three statement financial models.• Lead due diligence, regulatory filings, equity research, and comparative performance across 22 proprietary investment models, delivering detailed quarterly reports to guide strategic investment decisions.• Advised senior leadership on platform transition risks by segmenting accounts in Excel and R, identifying $9.6M in at-risk assets and developing a mitigation roadmap to reduce operational disruptions.• Developed a dynamic portfolio rebalancing and performance comparison model in Excel for actively managed stock portfolios, resulting in consistent external manager allocation alignment.
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