Meir Cohen Moszkowicz
Aventura,FL
Summary
Professional delivering support and team leadership to business operations. Detail-oriented to manage multiple tasks and priorities. Recognized for exemplary client service and team collaboration. Highly motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate
Aliya Capital Partners, LLC
2023.07 - Current
- Secured over $15M in funding for various firm co-investment opportunities, highlighting strategic and results-oriented approach to fundraising.
- Effectively allocate work across team members, manage priorities, and serve as aproficient escalation point for both team and client-related issues and concerns.
- Play a pivotal role in the recreation of books and records for 2020, 2021, and 2022 for the company’s largest fund, with AUM exceeding $400MM, ensuring a smooth transition to new fund administrator.
- Support senior management in the review and approval of quarterly financial statements and investor's partner capital for over 30 funds managed by the company.
- Provide leadership, insights, and mentorship to newly hired employees, sharing knowledge across various company departments.
- Oversee all trade execution and allocations for clients' accounts across multiple custodians, ensuring accuracy and compliance.
Analyst
Aliya Capital Partners, LLC
2020.06 - 2023.07
- Onboarding new client accounts by collecting documentation and client information, ensuring a smooth transition into the firm’s platform.
- Sustained robust client relationships through proactive and efficient engagement in processing client requests.
- Demonstrated ability to identify and implement tailored Firm services and solutions, directly aligned with clients’ evolving needs and preferences.
- Reliable backup for relationship managers, providing support to clients in their absence.
- Collaborated with senior management in making strategic decisions regarding client investments, contributing valuable insights for optimized client benefit.
Funding Specialist
Premium Merchant Funding LLC
2019.10 - 2020.05
- Streamlined grant application process, resulting in increased efficiency and higher success rates.
- Collaborated with project teams to develop comprehensive funding proposals and budgets.
- Enhanced the organization's financial stability by cultivating relationships with donors and sponsors.
Wealth Management Intern
Millenium Capital Markets
2018.05 - 2018.07
- Conducted thorough daily research and analysis to identify potential investment opportunities and risks, presented findings to management team.
- Supported senior wealth managers with preparing customized financial plans tailored to individual client needs.
- Assisted in portfolio management for optimal asset allocation and diversification, impacting over 100 client portfolios.
Financial Control Intern
Safra National Bank Of New York
2017.05 - 2017.07
- Enhanced intern productivity by assisting with project coordination and providing ongoing support to management.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Performed daily reconciliation of withholding tax balances and reviewed for underlying documentation.
- Updated various databases on account information for both customers and vendors.
- Cleared backlog of various clients’ requests to update cost basis on security accounts.
- Enhanced intern productivity by assisting with project coordination and providing ongoing support.
Education
Bachelor of Science - Finance & Bussines Management
Yeshiva University
New York, NY05.2019
Skills
- Client Service Management.
- Multitasking and Prioritization.
- Financial Analysis & Reporting.
- Relationship Building.
- Team Leadership.
- Teamwork and Collaboration.
- Attention to Detail.
Certification
- Series 65 - Registered Investment Adviser
Interests
- Financial Markets.
- Private Equity.
- Investment Analysis.
- Sports.
- Local & Foreign Policy.
Languages
Spanish
Native or Bilingual
English
Full Professional
Hebrew
Full Professional
Portuguese
Professional Working
Timeline
Associate
Aliya Capital Partners, LLC
2023.07 - Current
Analyst
Aliya Capital Partners, LLC
2020.06 - 2023.07
Funding Specialist
Premium Merchant Funding LLC
2019.10 - 2020.05
Wealth Management Intern
Millenium Capital Markets
2018.05 - 2018.07
Financial Control Intern
Safra National Bank Of New York
2017.05 - 2017.07
Bachelor of Science - Finance & Bussines Management
Yeshiva University
- Series 65 - Registered Investment Adviser
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