Yiannis Ritsios, CFA，雅典金融专家，希腊雅典市中部
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Yiannis Ritsios, CFA

Verified Expert  in 金融

金融专家

位置
Athens, Central Athens, Greece
Toptal Member Since
February 11, 2019

Yiannis是一位经验丰富的投资专业人士，为全球机构投资者管理资产，并拥有丰富的财务分析经验, 估值, equity research, and investment management. He has worked on M&为大公司提供项目，为欧盟委员会提供启动资金. With an MBA from Imperial College London, Yiannis began freelancing to help top management, 投资者, 企业家创造价值和可持续增长.

Investment AnalysisInvestment ManagerInvestment 策略Financial 预测Business Plan ConsultingInvestor Relations ConsultantFinancial Planning & 分析(FP&A)Financial ModelingRiskMetrics估值Chartered Financial Analyst (CFA)Equity 研究Comparable Company Analysis收入 & Expense Projections合并 & Acquisitions (M&A)Portfolio ManagementFintechQuantitative AnalysisFinancial EngineeringAsset Management ConsultingFinancial Investment Consulting

Career Highlights

金融专家
European Commission
Managing Director | Member of the Board
NBG Asset Management 卢森堡
Head of Discretionary Asset Management
National Bank of Greece Asset Management

教育 Highlights

Executive Course in Global 投资
欧洲工商管理学院
Master of Business 政府 (MBA) Degree
Imperial College London
Master's Degree
Imperial College London

Certification Highlights

Chartered Financial Analyst (CFA)
CFA协会

Work Experience

金融专家

2017年至今
European Commission
  • 评估金融科技领域具有高度创新性的中小企业和初创企业的融资提案, 智能住宅, internet of things (IoT), and construction innovation.
  • 评估商业计划，以确定最具破坏性和可扩展性的业务.
  • 确定颠覆性的想法，帮助初创公司获得高达50欧元的原型开发资金,000, or go-to-market funding for EUR 1-2 million.
Focus areas: 技术, Fintech, Project E估值, 创业融资, Healthcare Services, Financial Markets, Investment Manager, Financial Statements, Chartered Financial Analyst (CFA), 球场上甲板, Business Models, CFA三级, Security Analysis, Cash Flow 预测, P&L预测, 预算, Business Planning, 首席财务官, Financial 预测, Investor Presentations, Investment Cases, Investment Thesis, Business Plan Consulting, 创业公司, 策略, 会计, Financial Analysis, ROI, Cash Flow Modeling, Business 策略

Managing Director | Member of the Board

2013年至今
NBG Asset Management 卢森堡
  • 监督在卢森堡注册的UCITS、SICAV和FCP基金的委托投资管理.
  • 监督投资策略和投资组合的运作. 在性能、风险和遵从性方面与项目组合管理团队合作.
  • Acted as interim 首席财务官; built a model for internal projections, analyzed profitability, 削减成本, and prepared the 5-year budget.
Focus areas: Investment Monitoring, Financial Modeling, Portfolio Analysis, 预算, Financial Planning & 分析(FP&A), Financial Management, Fund Management, Investment Portfolio Management, 估值, Asset Allocation, Financial Markets, Equity 估值, Investment Manager, 卢森堡, Financial Statements, Chartered Financial Analyst (CFA), RiskMetrics, 球场上甲板, Asset Management, CFA三级, 股票, Security Analysis, Profitability Analysis, Cash Flow 预测, P&L预测, 会计 Consolidation, Project E估值, Business Planning, Investment Funds, 投资 & Risk Management, 投资, Financial 预测, Financial Reporting, 股票市场, Three-statement Modeling, Portfolio Management, 股票市场, 波动, Economic Value Added, 估值 Multiples, Investment Analysis, Shareholder Value, Investor Presentations, Investment Cases, Investment Thesis, Performance Attribution, Alternative 投资, Business Plan Consulting, 债券, Investment Ideas, 估值 Modeling, Waterfall Modeling, Fund 会计 & 政府, Equity Investment, 首席信息官, 策略, 领导, Product Development, Financial Analysis, ROI, Cash Flow Modeling, Investment Return Scenario Analysis, IRR, Business 策略

Head of Discretionary Asset Management

2010年至今
National Bank of Greece Asset Management
  • Managed EUR 800 million in assets under management, primarily from pension funds, 投资于欧美股票和固定收益产品. Outperformed relative benchmarks in all portfolios.
  • 根据自上而下的资产配置方法和自下而上的选股方法制定投资策略, 使用宏, 基本, 定量, and technical analysis.
  • 领导由两名买方股票研究分析师组成的团队. Conducted equity research, including financial statement analyses, DCF估值, and comparable company analyses.
  • 为投资领域的公司建立详细的财务模型. Projected revenues, 成本, 现金流量 and analyzed profitability, 流动性, and economic added value.
  • 研究并制定了基于估值的系统投资策略, factor analysis, trend following, and risk parity using Excel, VBA, MATLAB, 和R.
  • 致力于M&一个项目, conducted due diligence and valued companies; analyzed business models, 增长动力, and financial statements; built financial models; and projected P&L and cash flow. Valued the companies using DCF and comparables.
Focus areas: Quantitative Analysis, Economic Value Added, Cash Flow Modeling, 尽职调查, 估值 Modeling, 合并 & Acquisitions (M&A), Portfolio Analysis, Financial Modeling, Investment Thesis, Three-statement Modeling, Equity 研究, DCF估值, 估值, Comparable Company Analysis, Investment Portfolio Management, Asset Acquisition, Investment 研究, 预测, Asset Allocation, Financial Markets, Equity 估值, Investment Manager, 金融, Financial Statements, Chartered Financial Analyst (CFA), RiskMetrics, 球场上甲板, Asset Management, 对冲基金, Business Models, CFA三级, Portfolio Optimization, 股票, Security Analysis, Profitability Analysis, Cash Flow 预测, Investor Relations Consultant, Financial Management, Business Planning, 股票交易, Investment Funds, 投资 & Risk Management, 投资, Investment 策略, Quantitative Modeling, Financial 预测, Equity 研究 Analysis, 股票市场, Portfolio Management, 股票市场, 波动, 估值 Multiples, Investment Analysis, Shareholder Value, Investor Presentations, Investment Cases, Performance Attribution, 技术, Alternative 投资, Wealth Management, 债券, Investment Ideas, Waterfall Modeling, Fund 会计 & 政府, Equity Investment, Quantitative 金融, Quantitative Risk Analysis, 交易, 首席信息官, 策略, 领导, Product Development, Financial Analysis, Investment Banking, ROI, Investment Return Scenario Analysis, IRR, 股票分析, Business 策略

Head of Alternative 投资

2008 - 2010
National Bank of Greece Asset Management
  • 根据定性和定量分析选择对冲基金(HF). 对高频经理进行尽职调查，在伦敦进行现场访问和面试, 巴黎, 法兰克福, 和塞浦路斯. 评估HF的投资理念、策略、风险和回报.
  • 利用风险收益优化和高阶统计量构造对冲基金投资组合.e.(偏度和峰度)使用AlternativeSoft对冲基金优化器.
  • 使用AlternativeSoft通过计量经济和定量模型复制对冲基金回报.
  • 基于趋势跟踪和风险平价，开发并测试了系统的投资策略，并向投资委员会推销. 使用Excel, VBA, MATLAB, R开发策略.
Focus areas: 对冲基金, Asset Allocation, 尽职调查, Quantitative Analysis, Systematic 交易, Portfolio Analysis, Portfolio Optimization, 股票, Security Analysis, P&预测，股票交易，投资基金，投资 & Risk Management, 投资, Investment 策略, Quantitative Modeling, Equity 研究 Analysis, 股票市场, Three-statement Modeling, Financial Modeling, Portfolio Management, 股票市场, 波动, Economic Value Added, Investment Manager, Investment Analysis, Investor Presentations, Investment Cases, Asset Management, Investment Thesis, Performance Attribution, MATLAB, Alternative 投资, Investment Portfolio Management, Wealth Management, 债券, Investment Ideas, 估值 Modeling, Fund 会计 & 政府, Equity Investment, Quantitative 金融, Quantitative Risk Analysis, 交易, 首席信息官, Financial Analysis, ROI, 预测, Investment Return Scenario Analysis, 股票分析, Business 策略

Portfolio Manager and Investment Analyst

2002 - 2008
National Bank of Greece Asset Management
  • Headed the buy-side investment research, conducted equity research, constructed equity portfolios, 并提出战略战术资产配置.
  • 运用DCF进行财务报表分析和公司估值, 剩余收益, and comparable company analyses.
  • 为投资领域的公司建立详细的财务模型. Analyzed the business model, identified 增长动力, projected revenues, 成本, 现金流量, and analyzed profitability, 流动性, and economic added value.
  • 利用MATLAB和VBA，通过混合基本预期收益和风险度量，构建风险收益和优化股票投资组合，得出有效的投资组合.
  • 共同管理希腊主要国家养老基金2.7亿欧元的资产管理规模, 投资希腊股票和政府债券，这些股票和政府债券的表现都优于基准.
  • 准备提案请求(rfp)，并向潜在的机构客户推销它们.
Focus areas: Equity 研究, Investment Analysis, Business Models, CFA三级, Chartered Financial Analyst (CFA), Portfolio Optimization, 股票, Profitability Analysis, Cash Flow 预测, P&L预测, Investor Relations Consultant, Financial Management, 预算, Business Planning, 股票交易, Investment Funds, 投资 & Risk Management, 投资, Investment 策略, Quantitative Analysis, Quantitative Modeling, Financial 预测, Financial Reporting, Equity 研究 Analysis, 股票市场, Three-statement Modeling, Financial Modeling, Portfolio Management, 股票市场, 波动, Economic Value Added, 估值 Multiples, Investment Manager, Investor Presentations, Investment Cases, Asset Management, Investment Thesis, 食物 & 饮料, Performance Attribution, MATLAB, 技术, 卢森堡, Portfolio Analysis, Alternative 投资, Investment Portfolio Management, Business Plan Consulting, 合并 & Acquisitions (M&A), Wealth Management, 债券, Investment Ideas, 估值 Modeling, Waterfall Modeling, Fund 会计 & 政府, Equity Investment, Quantitative 金融, Quantitative Risk Analysis, 交易, 首席信息官, 会计, Financial Analysis, Investment Banking, ROI, Cash Flow Modeling, 预测, Investment Return Scenario Analysis, IRR, 股票分析, Business 策略

Equity 研究 Analyst

1999 - 2002
P&K证券(2007年被希腊国家银行收购)
  • Conducted sell-side equity research, including an industry and company analysis, a financial statement analysis, a DCF估值, and a comparable 估值.
  • Developed the detailed projections of the P&L, 资产负债表, 现金流量; prepared the three-statement operating model and evaluated economic profitability.
  • 涵盖能源、材料、食品、公用事业、技术和通信公司.
  • 准备投资案例，解释风险因素，并为机构客户提供建议.
Focus areas: 收入 & Expense Projections, Three-statement Modeling, Comparable Company Analysis, Financial Modeling, Equity 估值, 估值 Modeling, 估值 Multiples, 估值, DCF估值, Equity 研究, Investment 研究, 预测, Asset Allocation, Financial Markets, 金融, Financial Statements, Chartered Financial Analyst (CFA), RiskMetrics, 球场上甲板, Business Models, CFA三级, Portfolio Optimization, 股票, Security Analysis, Profitability Analysis, P&L预测, 会计 Consolidation, Investor Relations Consultant, Financial Management, 预算, Business Planning, Investment Funds, 投资 & Risk Management, 投资, Quantitative Analysis, Quantitative Modeling, Financial 预测, Financial Reporting, Equity 研究 Analysis, 股票市场, Portfolio Management, 股票市场, 波动, Economic Value Added, Investment Manager, Investment Analysis, Shareholder Value, Investor Presentations, Investment Cases, Asset Management, Investment Thesis, 食物 & 饮料, Performance Attribution, MATLAB, 技术, Portfolio Analysis, Investment Portfolio Management, Business Plan Consulting, 合并 & Acquisitions (M&A), Wealth Management, 债券, Investment Ideas, Waterfall Modeling, Equity Investment, Quantitative 金融, 会计, Financial Analysis, Investment Banking, ROI, Cash Flow Modeling, Investment Return Scenario Analysis, IRR, 股票分析, Business 策略

Financial Analyst

1997 - 1999
Heineken (Athenian Brewery)
  • 作为管理培训生获得了市场营销方面的在职培训经验, 销售, 生产, 物流, 和金融.
  • 准备收入和成本分析，盈利能力分析和财务报表分析. Contributed to the budgeting and consolidation.
  • 为可能收购东南欧的啤酒厂建立估值模型.
  • 开发和重组财务分析和报告模型, 使用excel和VBA编码进行高级财务建模.
Focus areas: 收入 & Expense Projections, Five-year Projections, 价格分析, DCF估值, Financial Modeling, 预算, Financial Planning & 分析(FP&A)、预测、三陈述模型、估价、食品 & 采购产品饮料，股权评估，财务，财务报表，零售 & 批发, Business Models, Chartered Financial Analyst (CFA), 股票, Security Analysis, 会计 Consolidation, Project E估值, Financial Management, Business Planning, Financial 预测, Financial Reporting, 荷兰, Business Plan Consulting, 合并 & Acquisitions (M&A), 会计, Financial Analysis, ROI, Cash Flow Modeling, Investment Return Scenario Analysis, IRR, Business 策略
2006 - 2006

全球投资高管课程

欧洲工商管理学院 - Fontainebleau, France

2000 - 2000

金融资产管理与工程专业资产管理与金融工程研究生证书

瑞士洛桑大学瑞士金融学院-瑞士洛桑

1993 - 1994

工商管理硕士(MBA)学位，金融学

Imperial College London - London, UK

1992 - 1993

电子工程(通信)硕士学位 & Signal Processing)

Imperial College London - London, UK

1986 - 1992

Bachelor's Degree in Electrical Engineering

塞萨洛尼基亚里士多德大学-塞萨洛尼基，希腊

MARCH 2009 - PRESENT

Passed CAIA Level I Exam

CAIA Association

SEPTEMBER 2004 - PRESENT

Chartered Financial Analyst (CFA)

CFA协会

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