Uugantseren Battsengel
Financial Management
Ulaanbaatar
Summary
Financial professional with history of strategically managing investment strategies for funds with more than MNT 25 trillion in assets. Researches emerging market trends, stays current on regulatory changes and evaluates economic indicators. Analyzes and mitigates potential impacts to keep funds performance at optimal levels.
I hope to join a new Global team that can challenge and inspire me and create a new chapter in my life together.
Overview
6
6
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Fund Manager
Rhinos Asset Management Mongolia
01.2019 - Current
- Negotiated favorable terms for deals with brokers, maximizing profitability while minimizing transaction costs for clients.
- Maximized portfolio returns by diligently researching and selecting high-performing investments.
- Reduced risk exposure through strategic asset allocation and diversification of investment portfolios.
- Managed a successful fund, consistently outperforming benchmarks over multiple years.
- Regularly reviewed portfolio holdings, adjusting positions as needed based on market conditions and client objectives.
- Cultivated strong working relationships with external auditors, ensuring efficient coordination and timely completion of audit activities.
- Wrote reports, executive summaries and meeting minute.
Broker
Mirae Asset Securities Mongolia
01.2018 - 12.2018
- Developed tailored investment plans based on clients'' unique financial goals, risk tolerance, and time horizons.
- Enhanced client satisfaction by providing timely and accurate updates on market trends and investment performance.
- Nurtured long-term relationships with clients through regular communication and portfolio reviews.
- Conducted comprehensive financial analysis for clients, identifying opportunities for growth and risk mitigation.
- Discussed financial options with clients and provided informed suggestions.
Education
BBA - Financial Management
National University of Mongolia
Ulaanbaatar, Mongolia 04.2001 -
High School Diploma -
Tugsdelgerekh
Ulaanbaatar, Mongolia 04.2001 -
Skills
Fixed Income Analysis
Data Management
Decision-Making
Written Communication
Asset Management
Multitasking Abilities
Organizational Skills
Time management
Workeffectively in fast-paced environments
Organized and detail-oriented with a strong work ethic
Proven ability to learn quickly and adapt to new situations
Microsoft Office
Legal Research
Certification
Certified Investment Advisor, Mongolian Association of Securities and Dealers-
Timeline
Certificate- 'Compliance and Ethics' Training
04-2020
Fund Manager
Rhinos Asset Management Mongolia
01.2019 - Current
Certified Investment Advisor, Mongolian Association of Securities and Dealers-
06-2018
Broker
Mirae Asset Securities Mongolia
01.2018 - 12.2018
BBA - Financial Management
National University of Mongolia
04.2001 -
High School Diploma -
Tugsdelgerekh
04.2001 -