Olga Tiatina

Experience

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  UBS

  Oct 2015 - Apr 2016

  Wealth Management Intern

  • Conducted thorough market, product, and client research, leveraging data analysis to evaluate product compatibility and facilitate sound investment decisions.• Supported senior vice presidents in marketing initiatives and client presentations, effectively communicating investment strategies and product offerings using data visualisation platforms like Tableau and PowerBI.

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  Cambridge Savings Bank

  Jan 2018 - Jul 2018

  Audit Co-op

  • Performed segments of financial, operational, compliance and follow-up audits of all bank operations, including retail banking, deposit operations, lending, pension trust, information systems and accounting, as well as any bank subsidiaries or affiliates.• Analyzed and documented process flows (i.e. flow charts, narratives and matrixes), to assist in the identification of control deficiencies, as well as to assist in the development of test plans.

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  Wayfair

  Sept 2019 - Jul 2020

  Consolidated Delivery Operations - Quoting Specialist

  • Liaised with enterprise and SME customers to establish project deliverables, define project scope, and develop comprehensive project plans.• Coordinated 3rd party vendors by documenting project specifications and calculating pricing through advanced excel functions to ensure competitive logistics costs for customers.

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  General Invest

  Mar 2021 - Sept 2023

  Junior Financial Analyst

  • Managed investment research in healthcare, consumer cyclical and defensive sectors that informed portfolio aggregation across various investment vehicles, yielding assets under management of over $1billion. Provided weekly reporting utilising business intelligence presentation tools.• Provided client advisory services on global and Russian equities, ensuring proactive communication with the sales team, and actively engaging in face-to-face client meetings to provide essential support and elevate overall client satisfaction.• Authored over 20 financial investment articles which were published by Russia’s leading financial publications like RBC Pro, Kommersant, and Interfax. Show less