Sergejs Kovalonoks, CFA

Sergejs Kovalonoks, CFA

Senior Financial Analyst

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location of Sergejs Kovalonoks, CFARiga, Latvia

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  • Timeline

  • About me

    Partner at eToro

  • Education

    • RISEBA University

      2007 - 2011
      Bachelor of Science (BS) European Business Studies

      Activities and Societies: Participated in Student Conference 2011 - 1st place with thesis "Using Monte Carlo Simulation to Valuing Projects in Highly Uncertain Environment"

  • Experience

    • Hérens Quality Asset Management AG

      Jun 2011 - Feb 2019
      Senior Financial Analyst

      • Managed Quality USA portfolio (S&P 500 benchmark)• Bottom-up securities selection• Leading projects oriented on minimizing portfolios volatility and improving the breadth of potential candidates• Full support of highly performing thematic baskets (Top 15, Top 8) - Top 10th percentile byperformance and risk stats globally

    • Alphinox

      Feb 2019 - Dec 2019
      Head of Research

      • Developed systematic Global Macro view perspective• Continuous quest for finding better allocation and selection tools for all regional portfolios• Integrated passive flows dynamics (ETFs) into discretionary asset management - getting prominent signals to allocate capital within sectors and economies• Deep research of market trends, style, sectors tilts, and economic cycles

    • EToro

      Jan 2020 - now
      Partner

      • Launched a new long/short portfolio for eToro based on a proprietary model that integrates systematic Macro overlay and EVA framework, consistent outperformance vs. the selected benchmark.• Involved in writing blog posts, research, and building new tools for capturing macro-dynamics and market regimes. • Communication with clients and establishing a further business point of contact.

  • Licenses & Certifications

    • Level 1 Certificate in Practical ICT Skills

      London Chamber of Commerce and Industry International Qualifications from EDI
    • Level 3 Diploma in Business Studies

      London Chamber of Commerce and Industry International Qualifications from EDI
    • Level 4 English for Business

      London Chamber of Commerce and Industry International Qualifications from EDI
    • Excel Dashboards, Models, Visualizations & Power Query

      Nov 2018
      View certificate certificate
    • Managing Big Data with MySQL

      Coursera
      Dec 2020
      View certificate certificate
    • Passed CFA Level II

      CFA Institute
      Aug 2022
      View certificate certificate
    • CFA Institute Charterholder

      CFA Institute
      Nov 2025
      View certificate certificate
    • Data Visualization and Communication with Tableau

      Coursera
      Dec 2020
      View certificate certificate