Ohad Haim

Experience

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  TamirFishman

  Jun 2009 - Aug 2010

  Portfolio Managmenet

  • Developing investment strategies according to the clients’ requirements.• Offering detailed suggestions to the clients on investment opportunities.• Buying and selling securities in the clients' accounts.• Providing a structured risk management plan to the client.• Maintaining a healthy relationship with existing and new clients.• Managing bond portfolios.• Preparing reports on investment performances. • Working in the coordination of the Financial Advisor and other team members.• Ensuring compliance with the standards off Show less

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  Bank Leumi בנק לאומי

  Aug 2010 - Jun 2024

  𝑵𝙤𝒔𝙩𝒓𝙤 𝙈𝒂𝙣𝒂𝙜𝒆𝙢𝒆𝙣𝒕• Managed exposure to counterparties, performing thorough credit analysis on financial counterparties and aligning investment strategies with the Bank's CRO.• Played a lead role on the Credit Committee, recommending foreign and domestic exposure policy and representing Bank Leumi with rating agencies.• Developed and coordinated materials for executive boards, contributing to strategic decision-making processes and demonstrating strong communication and presentation skills.• Demonstrated expertise in credit analysis, investment recommendations, and portfolio construction, leveraging a deep understanding of debt instruments and risk management within the banking sector Show less 𝑭𝙤𝒓𝙚𝒊𝙜𝒏 𝑺𝙚𝒄𝙪𝒓𝙞𝒕𝙞𝒆𝙨 𝙏𝒓𝙖𝒅𝙞𝒏𝙜 𝙧𝒐𝙤𝒎• Worked on the trading floor at the fixed income desk, gaining hands-on experience in bond trading and market dynamics.• Actively engaged in equity trading on global markets, expanding expertise beyond fixed income products• Provided tailored investment recommendations and market insights to clients, focusing on high-yield corporate bonds and other fixed income products.• Conducted in-depth analysis of companies, stocks, and bonds, producing comprehensive reviews and macro analysis on geographic exposure to support client investment decisions.• Actively participated in new bond issuances and secondary market trading, contributing to the desk's revenue growth.• Collaborated closely with the trading team to provide liquidity and competitive pricing to clients.• Demonstrated strong communication skills through regular client presentations and updates, including in-person presentations to senior management at investment committee and board meetings for institutional clients. Show less

  • Senior Fixed income Analyst

    Aug 2019 - Jun 2024

  • PD investment Manager

    Jan 2019 - Jun 2024

  • Analyst on Foreign Securities Dealing Room

    Aug 2010 - Jan 2019
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  Learnlight

  Dec 2023 - now

  Danish Language Learner

  • Currently learning Danish by learnlight to expand my language skills, connect better with the culture, and enhance my professional capabilities