Dana Kuneva
New York
Summary
Finance professional with Master Degree in Finance and CFA Program completion. Experience in investment research, financial analysis, and high-volume funding operations within legal and corporate environments. Strong analytical background combined with disciplined execution and regulatory awareness.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Funding Specialist
Kriss Law
2021.02 - 2022.11
- Managed funding operations for 400+ monthly transactions
- Reviewed financial documentation for regulatory compliance
- Coordinated disbursements and treasury support functions
- Ensured timely and accurate execution of financial processes
Financial Analyst
Congress Asset Management
2018.02 - 2021.01
- Recommended investments and investment timing to companies, investment firm staff, and to individuals
- Conducted in-depth fundamental research to stakeholders to achieve high risk- adjusted returns for the clients, leading to 25% portfolio returns
- Informed investment decisions by analyzing financial information to forecast business, while learning about different analytical approaches to assess quality of the business and to calculate its' intrinsic value
- Interpreted data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
Education
Master of Science - Finance
University of Massachusetts
Boston, MA2017-12
Bachelor of Science - Economics
Kazakh National University
Almaty, Kazakhstan2014-05
Skills
- Excel (Data Analysis)
- Bloomberg Terminal
- Stata
- Microsoft Office Suite
- RamQuest, Qualia
Accomplishments
Leadership Award for Outstanding Progress in Fund Management (UMass Boston)
Certification
CFA I, II, III
Timeline
Funding Specialist
Kriss Law
2021.02 - 2022.11
Financial Analyst
Congress Asset Management
2018.02 - 2021.01
Bachelor of Science - Economics
Kazakh National University
Master of Science - Finance
University of Massachusetts