Jurij Ovsepyan
Senior Manager @Columbia Threadneedle Investments, Us
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WORK HISTORY
Senior Manager @Columbia Threadneedle Investments, Us
Minneapolis, MN, US
Responsible for calculating, reporting and analyzing of investment performance, performance attribution and funds analytics data incl. ESG to support fund management. Acted as a subject matter expert for the client requests on fund analytics and performance. • Led and managed a team of investment professionals focused on providing fund analytics and investment reporting solutions e.g. Factsheets, Website, Institutional Marketing Decks, Client Reporting, RFP, Consultant and Advisors adhoc analysis etc. • Partnered with Technology, Investment Operations, Information Management and external vendors (Factset, Blackrock, Bloomberg, AWS etc) to develop and implement new solutions, to ensure data quality and to proactively resolve all issues• Influenced and regularly interacted with all levels of the organization, including Senior and Executive Management, Portfolio Management, Marketing and Legal/Compliance professionals• Provided leadership and actively drive multiple company initiatives focused on improving data and analytics, systems and processes e.g. global RI / ESG reporting solution (TCFD methodology)• Owned the index reconstitution/rebalancing processes for inhouse owned ETF indexes (beta advantaged products, and acted as a subject matter expert on Index construction methodologies.
EDUCATION
The University of Bonn
Bachelor of Science (B.S.) - Diploma
Taurida 'V. I. Vernadskiy' National University, Simferopol
Bachelor of Science (B.S.) - Diploma
ABOUT JURIJ OVSEPYAN
A leader in developing and implementing workable holistic investment solutions. Long-term experience in international and cross-functional projects related to Portfolio Management, Insurance and Annuity, Investment Reporting and Analysis, Performance Measurement, Risk Management, Financial Modelling, Fixed Income, Data Warehousing, Investment Systems, Technology and IT. Actively take on new (international) assignments, successfully follow through to completion. A result oriented team player and a team builder, not afraid to challenge or be challenged with critical and creative mindset and emphasis on curiosity and constant learning. With my long term professional experience in the Investments and Financial Services industry I have following skills: Portfolio Management and Investment Analysis esp. in the context of insurance, annuity and mutual funds business Performance Measurement and Reporting Portfolio Monitoring and Guideline Management Asset Manager Oversight Financial and Reputational Risk Management Fixed Income Analytics Financial Modeling and Valuation incl CML, PP and Infra Debt Financial Planning, Forecast and Analysis Investment Policy and Governance Mandate Construction and customized Benchmarks Knowledge of Life and Unit Linked insurance products Data Analysis, Governance and Quality Management Data Warehousing Management Information and BI Systems FactSet, Blackrock Alladin, Bloomberg, SQL, Oracle, MS Office Project Management Cross-functional and International Team Leadership Level II Candidate in the CAIA program. Open to networking opportunities. Pl. feel free to contact me - j•••••@gmail.com
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