George Kariofyllis
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von George Kariofyllis
- Bis heute 10 Jahre und 8 Monate, seit Jan. 2015
Senior Consultant
Profile Software Services
- Record and analyze client’s demands and provide feasible solutions by coordinating different departments. - Presales support (preparation and implementation of presentations, drafting of technical and financial proposals) - Demo preparation and execution for local or international clients.
- 2 Jahre, Jan. 2013 - Dez. 2014
Relationship Manager
SteppenWolf Capital LLC
- Responsible for private and institutional clients’ acquisition. - Attended client meetings, investment meetings, conference calls and company presentations.
- 11 Monate, Aug. 2011 - Juni 2012
Portfolio Manager / Invstment Advisor
BlueLake Advisors GmbH
- Single-handedly managed client’s proposals development and reports. - Planned overall investment strategy, proposing and implementing feasible solutions for maximising profitability, understanding and ensuring diversification needs of clients. - Traded a wide range of financial products. - Established, maintained and built strong relationships with new and existing institutional end investors across Europe to facilitate related negotiated competitive deals.
- 3 Jahre und 2 Monate, Juni 2008 - Juli 2011
Head of Bond Desk
National Securities SA (Member of National Bank of Greece)
- Responsible for communicating with banks, brokerage houses, asset management, and hedge funds. - Actively traded on wide range of fixed income products. - Tracked and monitored marketplace positioning. - Ensured that customer queries in relation to fixed income are effectively handled with complete customer satisfaction - Provided competitive pricing for RMs and customers. - Formulated, proposed and implemented investment strategies.
- 1 Jahr und 5 Monate, Jan. 2007 - Mai 2008
Relationship Manager for HNWI
Alpha Trust SA.
- Managed diverse tasks based on asset acquisition, client acquisition and fixed income portfolio management. - Traded on a wide range of fixed income products. - Developed and executed long-term strategic and annual tactical plans to meet portfolio objectives - Served as the member of an investment committee, providing assistance on planning the fixed income strategy
- 7 Jahre, Jan. 2000 - Dez. 2006
Relationship Manager
Piraeus Bank SA.
- Daily monitored, reviewed and analysed advisory portfolios (trade generation, cash balances, re-balancing). - Responded to both internal and external client queries in a timely fashion - Liaised with relevant departments and business units to resolve day to day operational issues. - Ensured compliance with all local regulatory policies and guidelines. - Prepared and delivered management presentations, investment proposals and performance reports.
Ausbildung von George Kariofyllis
- 10 Monate, Sep. 2005 - Juni 2006
CFA Level 1 Candidate
CFA
- 6 Jahre und 4 Monate, Sep. 1996 - Dez. 2002
Accounting & Finance
The American College of Greece
Financial markets, business management, budgeting,economics, portfolio management
Sprachen
Englisch
Fließend
Deutsch
Grundlagen
Griechisch
Muttersprache
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