Mergen Ganbold
Investment Analyst
Lone Tree,CO
Summary
Objective:
Dedicated and detail-oriented Investment Analyst with a strong foundation in finance, economics, and analytical skills. Seeking to contribute to Janus Henderson's mission of achieving superior financial outcomes through differentiated insights and disciplined investments.
Professional Summary:
Highly motivated and analytical professional with 9+ years of experience in equity investment analysis and accounting.
- Chartered Financial Analyst (CFA) Level 3 candidate with proficiency in Bloomberg, Cheetah, Smart-leaf, Python, Excel, and PowerPoint.
- Extensive experience in building and maintaining financial models, analyzing financial data, and conducting in-depth research to identify trends and investment opportunities.
- Strong communicator with excellent multitasking and organizational skills, able to work independently and collaboratively to achieve business objectives.
- Excellent oral and written communication skills, with fluency in English, German, and Mongolian.
Overview
10
10
years of professional experience
8
8
years of post-secondary education
Work History
Investment Operations Analyst II
First Western Trust
Denver, CO
12.2022 - Current
- 2Provided essential trade execution support and settlement services ensuring seamless transaction processes.
- Demonstrated exceptional proficiency in managing inventory for outside managers and diverse investment products across various investment platforms.
- Built dedicated financial models for automated security information, pricing, cost basis, and account valuation verification thus maintaining portfolio accounting system integrity and significantly cutting daily process times by 20% .
- Implemented systematic approach to track prices, yields, and market trends, enabling accurate interpretation of their impact on investment programs and informed decision-making.
Chief Executive Officer
Golomt Asset Management LLC
Ulaanbaatar, Mongolia
01.2021 - 09.2022
- Led an asset management firm overseeing all strategic and operational aspects of both the firm and its 2 affiliated funds.
- Demonstrated deep understanding of investment strategies, risk management, and market trends
- Continuously monitored and evaluated market conditions, adjusting investment strategies as necessary to adapt to changing dynamics.
- Stayed current with industry best practices, emerging trends, and regulatory changes to ensure fund's competitive advantage and compliance.
Portfolio Manager
Vanguard Equity Mutual Fund
Ulaanbaatar, Mongolia
01.2021 - 09.2022
- Was responsible for actively managing an equity portfolio with assets under management totaling 5 million USD.
- Developed and executed sound investment strategies, conducting in-depth fundamental analysis, quantitative research, and risk assessment to make informed investment decisions.
- Collaborated closely with research teams to identify attractive investment opportunities, conducting comprehensive due diligence on potential holdings.
- Led portfolio review meetings, providing detailed explanations of investment decisions and market outlook.
- Mentored 5 junior analysts and portfolio managers, developing the team's expertise and skills.
Senior Investment Associate
Golomt Capital LLC
Ulaanbaatar, Mongolia
09.2018 - 01.2021
- Spearheaded due diligence and financial analysis for M&A transactions, capital raising, and strategic advisory projects e.g. successfully completed 3 IPOs, 2 LBO's,.
- Crafted persuasive pitch materials and presentations to win new business opportunities.
- Developed and maintained complex financial models, ensuring precision in decision-making and valuation strategies specializing in DCF models and Market based valuations.
- Mentored and supervised junior team of 5 members, fostering their professional growth.
Senior Assurance Associate
Ernst and Young Mongolia Audit LLC
Ulaanbaatar, Mongolia
03.2014 - 08.2018
- Led and managed over 8 client audit engagements, overseeing the entire audit lifecycle, from strategic planning to execution and finalization of financial audits.
- Successfully supervised and trained new associates, imparting knowledge and expertise in financial audit processes to ensure their professional growth and development.
- Delivered core assurance services, actively participating in all stages of financial statement audits, from initial planning to execution and final reporting.
- Demonstrated specialization in conducting audits within banking, energy, and retail sectors, providing clients with industry-specific insights and expertise
Education
Level 3 Candidate -
CFA Institute
Charlottesville, VA 08.2019 - 02.2024
Bachelor of Business Administration (B.B.A) -
National University of Mongolia
Ulaanbaatar 09.2010 - 05.2014
Skills
Advanced financial analysis
Additional Information
- AWARDS , Honorary Certificate, Mongolian Financial Regulatory Commission Exceed Award for Contributions Exceeding Client Expectations, EY Hong Kong ORGANIZATIONS National University of Mongolia - School of Economics Student council, Vice President United Nations Youth Advisory Panel, Coordinator
Timeline
Investment Operations Analyst II
First Western Trust
12.2022 - Current
Chief Executive Officer
Golomt Asset Management LLC
01.2021 - 09.2022
Portfolio Manager
Vanguard Equity Mutual Fund
01.2021 - 09.2022
Level 3 Candidate -
CFA Institute
08.2019 - 02.2024
Senior Investment Associate
Golomt Capital LLC
09.2018 - 01.2021
Senior Assurance Associate
Ernst and Young Mongolia Audit LLC
03.2014 - 08.2018
Bachelor of Business Administration (B.B.A) -
National University of Mongolia
09.2010 - 05.2014
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