Zsombor Bene, CFA

Experience

• 

  K&H Group

  Sept 2013 - Aug 2014

  Young Graduate Program

  • Analyzed financial statements of potential clients during 3 month rotation at K&H Bank Corporate Division• Assisted and shadowed negotiation with clients in the branch offices during 4 month rotation in K&H Bank Retail Division• Presented new ideas to the top management of K&H Bank, based on experience gained at each rotational stage

• 

  K&H Investment Fund Management

  Aug 2014 - May 2021

  • Managed global equity funds (K&H Amerika, Unió, Ázsia, Feltörekvő, AUM: 65 million EUR)• Contributed to the strategic asset allocation decisions of the balanced funds as a voting member of the invesment committee (K&H Válogatott funds, AUM: 640 million EUR)• Used of Mean Variance Optimization modeling to construct long term benchmark of balanced funds• Assisted sales and marketing team in drafting support materials• Presented market outlook and investment strategy to internal clients; train investment advisors Show less

  • Senior Portfolio Manager

    Aug 2019 - May 2021

  • Portfolio Manager

    Jan 2017 - Aug 2019

  • Junior Portfolio Manager

    Aug 2014 - Jan 2017
• 

  Budapest Alapkezelő Zrt.

  May 2021 - now

  Portfolio Manager

  • Manage absolute return and global equity funds• Participate in asset allocation decisions• Draft blog articles at ertek-trend.blog.hu