Viktor Jakyma
Henderson,NV
Summary
Accomplished Equity Research Analyst experienced in analyzing market trends. Astute analytical professional adept at reviewing company reports and analyzing financial statements to better formulate an understanding of the company.
Overview
2
2
years of professional experience
4
4
Certification
Work History
Junior Equity Analyst
Sky Oak Wealth Managment
Las Vegas, NV
01.2021 - 01.2022
- Worked within RIA with AUM in excess of 250mm. Assisted with corporate services division in developing long term investment strategies tailored for corporate retirement plans.
- Coordinated with financial advisors to develop long-term investment strategies.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Assisted companies with choosing and timing investments for optimal results.
- Developed financial projections and forecasts to guide investment decisions.
- Evaluated performance of existing investments and adjusted accordingly.
- Developed reports for advisors outlining statistical data points.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Created and maintained precise and accurate models, charts and reports.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
Research Analyst Intern
Raamps - Risk Adverse Actively Managed Portfolios
Las Vegas, NV
08.2019 - 01.2021
- Developed macros, special formulas, and other actions to produce reliable and consistent statistical reviews.
- Wrote methodological and analytical reports tailored to specific project
- Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
- Analyzed large volume of data to identify patterns, trends and correlations.
- Created and maintained database to store research data.
- Interpreted data and made recommendations from findings.
- Collected and organized economic data for reports, meetings and policies.
- Analyzed, interpreted and converted statistics into charts and graph reports to present research findings at meetings.
- Worked with data sets utilizing over 10,000 data points, in effort to screen tickers to add to optimized signalling algorithm for advisors to utilize for trading.
- Designed weekly market snapshot biased in Economic factors, current treasury yields, commodity spot prices, and sector week to week changes in US equity markets.
- Developed working relationships with various functional and servicing areas such as legal and compliance
Education
Bachelor of Arts - Psychology
University of Nevada - Las Vegas
Las Vegas, NV05.2016
Bachelor of Arts - Sociology
University of Nevada - Las Vegas
Las Vegas, NV05.2016
Skills
- Investment Products
- Equity Research
- Report Writing
- Equity and Debt
- Market Data Collection
- Staff Support
Accomplishments
- CAIA Association – Fundamentals of Alternative Investments Certification
- Google – Google Data Analytics Professional Certificate – In Progress
Certification
- CAIA Association – Fundamentals of Alternative Investments Certification
- Google – Google Data Analytics Professional Certificate
Timeline
Junior Equity Analyst
Sky Oak Wealth Managment
01.2021 - 01.2022
Research Analyst Intern
Raamps - Risk Adverse Actively Managed Portfolios
08.2019 - 01.2021
Bachelor of Arts - Psychology
University of Nevada - Las Vegas
Bachelor of Arts - Sociology
University of Nevada - Las Vegas
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