Leonid Potok

Angestellt, ESG Research - Executive Director, Head of Sales DACH + CEE, MSCI
Frankfurt, Germany

Fähigkeiten und Kenntnisse

fundierte Kenntnisse in Finanzmathematik
Treasury
Statistik
Portfolio Theorie (CAPM)
Kapitalmarkt Kenntnisse
Equity
Fixed Income
Indexing
Benchmarking
Risk Management
Risikomanagement
FX
Derivatives
Regulatory
Factor Investing
ESG
Nachhaltigkeit

Werdegang

Berufserfahrung von Leonid Potok

  • Current 4 years and 5 months, since Jan 2022

    ESG Research - Executive Director, Head of Sales DACH + CEE

    MSCI

  • Current 6 years and 5 months, since Jan 2020

    Head of ESG Research Sales Team - DACH+CEE (VP, Client Coverage)

    MSCI

    I am responsible for growing the MSCI ESG Research presence in Germany, Austria, Switzerland, Luxembourg and CEE. This brings me together with Asset Owners, Asset Managers, Banks and Consultants helping them to integrate ESG analysis into their investment strategies. MSCI provides in-depth research and analysis of the environmental, social and governance-related business practices. Our research provides critical insights that can help institutional investors identify ESG risks and opportunities.

  • 1 year and 9 months, Apr 2018 - Dec 2019

    Senior Associate (Client Coverage) ESG Research

    MSCI

    I am responsible for growing the MSCI ESG Research presence in Germany, Austria, Switzerland, Luxembourg and CEE. This brings me together with Asset Owners, Asset Managers, Banks and Consultants helping them to integrate ESG analysis into their investment strategies. MSCI is a leading global ESG research provider, with more than 40 years of combined ESG experience and over 1.200 clients managing US$15 trillion in assets.

  • 4 years and 3 months, Jan 2014 - Mar 2018

    Senior Associate, Client Coverage (Index Sales)

    MSCI Inc.

    At MSCI, we aim to help professional investors in their investment decision process through benchmarking, portfolio analytics and risk management solutions. I am responsible for our business and client relationships in Central and Eastern Europe. This brings me together with banks, central banks, asset managers, private wealth managers and pension funds.

  • 6 months, Jul 2013 - Dec 2013

    Sales Institutionals Treasury Products

    BayernLB

    Kunden: Financial Institutions, Banken, Versicherungen, Portfolio- und Assetmanager. Regionen: Süd- und Osteuropa, Israel, GUS. Produkte: FX (Kassa- und Termingeschäfte, Optionen); Zinsderivate (IRS, Caps, Floors); Money Market, Repo; Commodities; EMIR OTC Derivatemarkt Regulierung.

  • 2 years and 3 months, May 2011 - Jul 2013

    Sales Sparkassen Eigengeschäft

    BayernLB

    Bereich Treasury Products, Financial Markets – Abteilung Sales Sparkassen Eigengeschäft: Beratung und Vertrieb von Fixed Income Produkten, Derivate und Equities an Sparkassen, Genossenschaftsbanken und andere Finanzinstitute; Depot-A Analyse und Anlageberatung;

  • 7 months, Oct 2010 - Apr 2011

    Diplomand

    BayernInvest Kapitalanlagegesellschaft mbH

    Entwicklung und Implementierung eines dynamischen Asset Allocation Modells

  • 7 months, Apr 2010 - Oct 2010

    Sales Treasury Produkts

    BayernLB
  • 3 months, Jan 2009 - Mar 2009

    Betreuung Microcredits

    Starokyivskyi Bank

  • 3 months, Feb 2008 - Apr 2008

    Einkauf

    Würth Industrie Service GmbH & Co. KG

Ausbildung von Leonid Potok

  • 4 months, Oct 2008 - Jan 2009

    Business Administration

    Shih Chien University, Taipei (Taiwan)

    Exchange Program

  • 4 years and 5 months, Oct 2006 - Feb 2011

    BWL

    University of Applied Science Würzburg

    Financial Services, Bank-, Finanz- und Investitionswirtschaft.

Sprachen

  • German

  • Russian

  • English

  • Spanish

    A1-A2 (Grundkenntnisse)

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