Summary
Overview
Work History
Education
Skills
Activities
Timeline
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Nadia Kadirova

New York

Summary

Financial professional with a strong focus on asset allocation and portfolio construction. Achieved over $200MM in assets under management while enhancing HNW client engagement by 100%. Proven ability to leverage data analytics in developing customized investment strategies.

Overview

14
14
years of professional experience

Work History

Investment Lab Analyst/Senior Vice President

Citigroup, CPB
New York
09.2021 - Current
  • Analyze client portfolios, provide holistic views of the investments and asset allocation, and suggest portfolio strategy. Lead the NAM lab in cases completed in 2024 which also had a sizeable material impact of over $200MM in assets under management.
  • Engaged with family offices and individual clients to identify and address their financial needs.
  • Create strong relationships with bankers and ICs of the covered regions Metro UHNW and HNW, with HNW seeing an increase of over 100% in activity since the previous coverage. Participate in meetings, share ideas, and provide trainings for the tools.
  • Led the global development of the Equity Diagnostic tool and converted it to FactSet.
  • Collaborate with tech team in developing multiple client reports and internal tools. Participate in the testing phase to identify bugs, interpret and characterize data, and suggest ideas on improving the content or interface.
  • Partner with the Global head of the Investment Lab on highly customized analyses for high profile clients including some of the highest-level current and past executives of Citi that involve factoring in complex compensation profiles under varying outcomes. These analytics were tailored to reduce concentration position risks, meet liquidity needs and create custom asset allocations.
  • Collaborated with junior analysts to mentor and support their professional growth.
  • Partnered with global head of investment lab to deliver customized analyses for senior Citi executives.

Investment Counselor/Vice President

Citigroup, IPB
New York
06.2018 - 09.2021
  • Secured $40 million in net new money through targeted business trips to Russia and impactful client presentations.
  • Managed over $1 billion in assets for domestic and offshore EMEA clients.
  • Generated average revenue of $1.8 million by designing tailored proposals and optimizing implementation processes.
  • Presented strategic ideas based on expertise in mutual funds, fixed income, ETFs, equities, SMAs, and structured notes.
  • Provided market updates via calls in English and Russian to North American sales force and Russian business team.
  • Constructed programming and published credit metric dashboard to enhance business productivity.
  • Authored articles and edited publications in English and Russian, enhancing departmental visibility and communication.

Proprietary trader

Avatar Securities LLC
New York
12.2017 - 06.2018
  • Developed daily and short-term trading strategies that leveraged macro trends and technical analysis, resulting in consistent positive PnL.
  • Created mid and long-term trading strategies by optimizing portfolio based on fundamental indicators and tactical allocation, enhancing overall investment performance.
  • Executed trade strategies in volatile markets to maximize profit potential.
  • Analyzed market trends and data to inform trading decisions and risk management.
  • Collaborated with team members to develop innovative trading algorithms and models.

Proprietary trader/ Associate

Quasar Trading LLC
New York
03.2013 - 10.2017
  • Executed equity and options trades leveraging volatility momentum and event-driven strategies to capitalize on market opportunities.
  • Supported implementation of macro-based trading strategies, contributing to overall trading performance.
  • Conducted research and analysis on energy sector corporations, executing trades based on findings.
  • Optimized processes with clearing and execution brokers, increasing cost efficiency by 35%.
  • Strengthened firm infrastructure through cash flow calculations, trade break reconciliations, and option assignment management.
  • Facilitated interdepartmental collaboration to refine corporate strategy and improve recruiting efforts.
  • Regularly communicated with traders to support trading strategies and establish risk parameters.

Analyst

Qbitech LLC
New York
01.2012 - 03.2013
  • Developed model of technical indicators for integration into charting software.
  • Tested charting software, identified errors, and reported findings to improve proprietary trading program development.
  • Facilitated developer communication through Jira to streamline collaboration.

Education

Master of Business Administration - Finance

Hofstra University, Frank G.Zarb School of Business
Hempstead, NY
05-2012

Management Degree - Public Finance

National Research University – Higher School of Economics
Moscow, Russia
06-2010

Summer Program -

University of Perpignan ViaDomitia
Perpignan, France
06-2010

Summer Program -

London Metropolitan University
London, UK
01-2007

Skills

  • Market research
  • Data visualization
  • Bloomberg
  • Facset
  • Morningstar
  • Excel
  • Python
  • Client Relations

Activities

Voice of America, New York, NY, Guest Expert at TV show “Time Money”, 12/16, 04/18, Interviewed by host on topics related to stock markets, earnings reports, currency markets, macroeconomics, fiscal and monetary policy., All interviews were streaming LIVE on Facebook.

Timeline

Investment Lab Analyst/Senior Vice President

Citigroup, CPB
09.2021 - Current

Investment Counselor/Vice President

Citigroup, IPB
06.2018 - 09.2021

Proprietary trader

Avatar Securities LLC
12.2017 - 06.2018

Proprietary trader/ Associate

Quasar Trading LLC
03.2013 - 10.2017

Analyst

Qbitech LLC
01.2012 - 03.2013

Master of Business Administration - Finance

Hofstra University, Frank G.Zarb School of Business

Management Degree - Public Finance

National Research University – Higher School of Economics

Summer Program -

University of Perpignan ViaDomitia

Summer Program -

London Metropolitan University
Nadia Kadirova