Financial professional with almost 10 years of experience in an industry leader, looking for an opportunity to use his knowledge and experience to help fight poverty in Balkan region.
During the past nine years, I studied Finance at the University of Pittsburgh, first obtaining a Bachelors degree in 2003 and then an MBA in 2006. The emphasis of my studies was to learn and understand the fundamental principles that govern modern day finance and investment management. In addition, I also learned about other diverse topics such as management, political science, social studies, and economics, I found the last topic, economics, to be very interesting and exciting, because one of my career aspirations is to participate in the economical development of countries in transition as well of those that recently emerged from wars and other crisis.
No education is complete without experience. At same time as I was working on my education, I was also working full-time for a global financial corporation that is a world leader in financial management and asset servicing. Armed with a solid understanding of academic principles, I was able to adapt and modify the theoretical constructs as required and applied them in real life business situations in order to meet my employers needs. As I was moving on with my studies, I also received several promotions at my work. Currently, I am working as Portfolio Manager, managing financial assets for some of the wealthiest families in United States, as well as assets for few large non-profit foundations and endowments.
I fully recognize that todays political, economic, and technological environments are constantly changing, and thus business professionals need to be able to adapt quickly and accurately to the new conditions. I'm seeking a professional opportunity where my practical skills and exceptional background can benefit an organization that is well positioned to assist countries develop private sector, and adopt modern business practices.
In addition to my educational background and vast experience from private sector, I am familiar with Bosnian culture, political/economical situation in Balkans, and I am fluent in Bosnian/Serbian/Croatian.
Education History, Qualifications & other additional information:
Level of Education:
Masters
Education:
Joseph M. Katz Graduate School of Business
University of Pittsburgh 2003-2006
Master of Business Administration in Finance.
University of Pittsburgh ..1998-2003
Bachelor of Business Administration in Finance. (Cum Laude)
Languages:
Fluent in English, Bosnian, Serbian, and Croatian, basic understanding of French.
Summary of Qualifications:
▪Strong educational background in Finance.
Works effectively with diverse groups of people.
Excellent Analytical and Problem-solving skills.
Highly trainable, fast learner. Adapt well to changes and pressures in the workplace.
Friendly with an upbeat attitude.
Ambitious and hardworking committed to excellence.
Excellent communication and written abilities
Computer Skills:
Platforms: MS Widows 95/98/NT/2000/ME/XP/Vista. Software: MS Office Suit 95/98/NT/ME/XP
(Expertise in Excel, Word, Power Point, and Spreadsheet modeling).
Work History & Experience:
Years of Work Experience:
7 to 10 Years
Present Position:
Portfolio Manager
Bank of New York Mellon Corporation, Pittsburgh, PA .2005-present
BNY Mellon Wealth Management-Family Office
Responsibilities:
Investment management of ultra high net worth client relationships ($100 million and above) typically span several generations and across a broad spectrum of legal structures.
Developing and implementing comprehensive investment strategies that incorporate low-basis equities, customized fixed income portfolios, multiple asset classes using external managers, single stock concentrations and alternative investments.
Presenting and executing strategic and tactical asset allocation strategies.
Evaluating and monitoring ongoing performance of overall portfolio utilizing an open architecture investment platform of internal and external investment managers.
Making adjustments to holdings and recommendations as appropriate.
Evaluating industry risk factors and making recommendations to achieve performance targets.
Regularly meeting and proactively interacting with other professionals supporting a client family group including accountants and attorneys.
Previous Positions:
Trust Operations Specialist
Bank of New York Mellon Corporation, Pittsburgh, PA .2002-2005
Mellon Private Wealth Management-Corporate Actions
Responsibilities:
Complete tracking, communication, coordination, and processing of all aspects of international & domestic corporate actions between back office accounting systems, risk systems, and prime brokers and custodians.
Supporting the trading desk, reconciling cash dividend and interest receivables / payables, and monitoring the accurate proceeds from all corporate action events such as dividends, distributions, splits, rights issues, tender offers, exchange offers, conversions, bonus issues, and M&As.
Resolving specific client inquiries/problems.
Special processor/Lead operator
Bank of New York Mellon Corporation, Pittsburgh, PA 1998-2002
Global Cash Management
Responsibilities:
Responsible for processing of payments for large number of critical care accounts.
Processing work at baseline or above for production along with acceptable quality guidelines.
Distribution and allocation of work, training and quality assurance, and monitoring performance of those in function.
