
Ben Antler
Investment Portfolio Manager

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About me
Financial Product Analyst
Education

Tel Aviv University - Coller School of Management
2013 - 2015Master of Business Administration - MBA Finance and Financial Management Services
Technion - Israel Institute of Technology
2019 - 2020Certificate Information TechnologyBusiness intelligent developer - Writing complex SQL queries, building DWH, ETL Process, Datasets, SSRS, SSAS, DAX, Power BI, Visualizations and dashboards, Key Performance Indicator (KPI), Python.

Ruppin Academic Center
2010 - 2013Bachelor of Arts - BA EconomicsFocused on the core fundamentals of Economics, its theories and applications.It covers both qualitative and quantitative courses in Economics like Microeconomics, Macroeconomics, Econometrics, Economic Statistics, Business Accounting, Quantitative Methods and Data Analysis etc.
Experience

Infinity Investment Group - אינפיניטי בית להשקעות
Jan 2014 - Dec 2016Investment Portfolio ManagerManaged client portfolios, developing tailored investment strategies to achieve financial goals. Monitored market trends, adjusting portfolios to maximize returns and mitigate risks. Provided expert financial advice, ensuring alignment with clients' short- and long-term objectives

Meitav Dash Trade
Jan 2017 - Dec 2018Securities TraderManaged large-scale securities trading on the Tel Aviv Stock Exchange. Strategized and executed weekly and monthly expiration trades in TA35 and USD/ILS derivatives

Bank Leumi בנק לאומי
Jan 2019 - Apr 2022Senior Investment AdvisorLed a team of advisors and managed premium client portfolios, providing personalized investment strategies to meet client objectives. Analyzed market trends and financial reports to optimize portfolio management and align with clients' needs. Delivered expert financial advice, ensuring clients' long-term financial goals were met.

Bridgewise
Apr 2022 - nowFinacial Product AnalystResponsible for analyzing and evaluating the performance of financial products, conducting market research, and performing in-depth financial data analysis to support the development and enhancement of new and existing products. I work closely with product, marketing, and development teams to ensure that the products meet customer needs and align with business goals.
Licenses & Certifications

Investment Portfolio Manager (License), Investment Advisor (License)
Israel Securities AuthorityJan 2015
Technion Certified Associate: SQL 2016 Business Intelligence Development
Technion - Israel Institute of TechnologyJan 2020
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