Mark Palfalvi

Education

CEMS - The Global Alliance in Management Education

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Major in Investment Analysis

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Major in Controlling

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Experiences

Parallel Advisors

June 2016 to August 2016

Internship

San Francisco

United States - California

Supported the primary business of 20 advisors who managed over $1.2B in assets
Selected project experience:
Potential $7M client acquisition
- Built a comprehensive financial plan, that included asset allocation modelling, transition plan with tax optimisation for 5 different accounts, insurance and retirement strategy
- Proposed new asset allocations based on the firm’s models that improved the annual return by 2% and the Sharpe Ratio by 0.3 in backtests
- Prepared a 30-page report and 15-slide presentation including a comparative analysis of 3 investment strategy alternatives
Efficiency improvement of the portfolio rebalancing procedure
- Identified an improvement opportunity and proposed a new method for the wealth managers
- Built an automated solution in VBA that reduces the rebalancing time by 60%
- Refined the tool by continually testing it for 4 weeks with 3 advisors

Elected to be a Teaching Assistant in Investments (MSc) and Asset Pricing and Portfolio Management (MSc)
• Graded 70 student assignments and mid-term, final exams
• Conducted lectures for a class of 40 students

Assisted the quote and cost controlling for automotive companies
• Created supporting sheets for the purpose of cost calculations based on data acquired from engineers
• Assisted the preparation of the Profit & Loss simulations

Skills

Interests

MSc in Finance and MSc in International Management Student