Calin Nechifor, RIA

Co-Founder | Managing Partner @ OPES Family Office

About

Senior finance professional with experience in front & middle office environment: wealth management, private banking, investment banking, private equity, risk management, investment performance calculations, attribution analysis, financial product development, hedging and valuation technique, writing and trading options, long/short strategies, portfolio management and sales.

Country

City

United Kingdom

Industry

Financial Services

Skill

Derivatives, Private Banking, Asset Allocation, Portfolio Management, Financial Risk, Investments, Fixed Income, Equities, Securities, Capital Markets, Investment Banking, Banking, Portfolio Performance Analysis, Management, Analysis, Asset Management, Financial Services, Risk Management, Corporate Finance, Commercial Banking

Experience

Co-Founder | Managing Partner

OPES Family Office

2017-1 - Present · 9 yrs 9 mos

London, United Kingdom

Senior Partner | HNWI & FI

Clear Capital Markets

2016-7 - 2022-9 · 6 yrs 3 mos

London, United Kingdom

Investment Portfolio Performance Measurement, Attribution & Research | Discretionary clients

RBC Brewin Dolphin

2012-4 - 2016-9 · 4 yrs 6 mos

London, United Kingdom

Wealth Management & Private Banking | HNWI clients

Citi

2009-9 - 2012-4 · 2 yrs 8 mos

Investment Banking | Director

DOHA BANK

2008-1 - 2009-3 · 1 yr 3 mos

Doha, Qatar

Wealth Management & Private Banking | HNWI clients

Bancpost

2006-12 - 2008-1 · 1 yr 2 mos

Senior Relationship Manager | Front Office | HNWI Clients

Alpha Bank

2005-12 - 2006-12 · 1 yr 1 mo

Several Corporate Internships

Université Clermont Auvergne

2002-8 - 2005-11 · 3 yrs 4 mos

As business development intern I was involved in different tasks, including product development, new market development, up to client search, and negotiation. Business development focuses on a mixture of strategic planning, data analysis, sales, and other marketing tactics.