Daniel Jark

Partner, Pls check LinkedIn Profile :) www.linkedin.com/in/danieljark, www.linkedin.com/in/danieljark
Stockholm, Sweden

Fähigkeiten und Kenntnisse

Relationship Management
Portfolio Management
Business Development
Compliance Management
Risk Management
Credit Risk Analysis
Content Management
In-depth analyses of share investments
fixed income investments and alternative investmen
Client specific portfolio research & tailored inve
Use of Bloomberg tools (Bloomberg seminars & on-th
Use of S&P Capital IQ (on-the-job training)
General information processing of financial data

Werdegang

Berufserfahrung von Daniel Jark

  • Current 5 years and 5 months, since Jan 2021

    Pls check LinkedIn Profile :) www.linkedin.com/in/danieljark

    www.linkedin.com/in/danieljark

  • Current 5 years and 6 months, since Dec 2020

    Company Founder & CEO

    FinCoTech

    FinCoTech connects financial content and technology for businesses & private individuals. The power of financial education, right at your fingertips. Our mission promotes Financial Freedom and Impact Investing. B2B: We provide educational finance content for businesses with a positive impact. B2C: We consult selected women and men seeking financial freedom.

  • Current 7 years and 5 months, since 2019

    Investment Writer & Content Strategist

    Neuroprofiler

    Assessing investment profiles through behavioral finance to improve compliance and client insight. Neuroprofiler helps financial advisors to better assess the risk profile of their clients for regulatory and marketing purposes. Providing digital, compliant and gamified risk profiling questionnaires based on behavioral finance and machine learning. Clients include private banks, universal banks and independent wealth managers in Europe. Neuroprofiler is based across Europe (Paris, London and Geneva).

  • Current 11 years, since Jun 2015

    Financial Writer & Educational Contributor

    Investopedia

    Investopedia has been a leader in independent, unbiased financial education material since 1999. In addition to offering the most comprehensive financial dictionary on the web, visitors have access to articles, tutorials, videos, FAQs, investment research, stock analysis, commentary, calculators as well as real-time investing simulators. Investopedia channel of expertise: Fixed Income securities & Portfolio Management

  • Current 15 years and 5 months, since 2011

    Asset & Wealth Management - Head of Business Development

    Genève Invest (Europe) S.A.

    Portfolio & fund management: Creation of customized investment solutions and further development of the investment decision framework. Management contribution of a high-yield fixed-income fund and a FOHF. Thorough in-house analyses including company-specific analysis, due diligence, marketing and country analysis, monitoring, risk management, sourcing & screening, and technical analysis. Relationship management: Financial consulting of international clients and prospects (English & German Desk).

  • 5 years and 1 month, Jan 2013 - Jan 2018

    Cofounder & CEO

    TreesOnBricks UG

    TreesOnBricks is an innovative company which deals with the implementation and transformation of advanced ideas. Our chief objective is to delight and inspire out target groups with sustainable forward-looking concepts. We hereby combine the complexity of future development with the ease of handling.

  • 1 year and 2 months, Aug 2011 - Sep 2012

    Portfolio and Relationship Management

    Genève Invest S.à.r.l.

    Client relationship management: Advising international clients on investment opportunities in English and German and supporting relationship managers. Portfolio and fund management: Qualitative and quantitative research, creation of customized investment solutions. Compliance and controlling: Finalizing Genève Invest`s financial statements, providing key controlling data and forecasts and participating in the compliance review process. Analyses of stocks, corporate bonds and hedge funds.

  • 1 year and 6 months, Jan 2006 - Jun 2007

    Part-time work experience

    Architect's office

    Office duties (meetings, diary management and client communication). Creation of drawings and plans. Software: AutoCAD, Thou-Vis 2.0 etc.

  • 2 years, Jan 2005 - Dec 2006

    Public work & relations

    Akkku alliance of Münster e.V.

    Public work & relations at Akkku alliance of Münster e.V.: Leisure time organization and group management as well as parental care and care of children.

Ausbildung von Daniel Jark

  • 2 years and 1 month, Sep 2013 - Sep 2015

    Finance and Financial Management Services - With Distinction

    University of St Andrews

    Main modules: Corporate financial management, risk management, research methods in finance and management, investment and portfolio management, strategic financial management, alternative investments.

  • 3 years and 1 month, Sep 2010 - Sep 2013

    International Business - ∅: 1.60 (equivalent to an ‘A’ grade at A level)

    The Berlin School of Economics and Law

    Main modules: Managerial economics, operations management, external and internal accounting, economical law, economical mathematics and economical computer science.

  • 4 years and 1 month, Sep 2009 - Sep 2013

    International Business - ∅: 1.23 (equivalent to an ‘A’ grade at A level)

    Anglia Ruskin University - LAIBS

    Main modules: Advanced financial planning, taxation, strategic management analysis, financial management and sustainable management futures, micro- and macroeconomics, marketing and human resources and English economy law.

Sprachen

  • German

    C2 (Verhandlungssicher / Muttersprachlich)

  • English

    C1 (Fließend)

  • French

    B1-B2 (Gute Kenntnisse)

  • Italian

    A1-A2 (Grundkenntnisse)

  • Swedish

    B1-B2 (Gute Kenntnisse)

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