1. Jonathan Goldstein
5 Tzadock Hacohen St. Tel Aviv, Israel 6525607
Jonthango@gmail.com .+972-50-9977951
Experience
2015 – 2016 TAFNIT DISCOUNT – ASSET MANAGEMENT TEL – AVIV, ISRAEL
Customer Relations Manager, Authorized Portfolio Manager (2015 – 2016)
Managed over 500 private investment portfolios estimated at a total of 400,000,000 NIS.
• A team member in the company’s investment committee.
• Conducted ongoing reviews regarding various securities, bonds and stocks.
• Performed daily trade and asset allocation.
2011 - 2015 I.B.I – INVESTMENT HOUSE TEL – AVIV, ISRAEL
Asset Manager (2013 – 2015)
Managed over 300 private investment portfolios estimated at a total of 250,000,000 NIS.
• Formalized and implemented a computerized investment module which lowered trade errors by 80%.
• Performed Daily Qualitative and quantitative analysis of security allocations and transactions.
Operations & Control Associate (2011 – 2013)
Performed daily mid - office and back - office operations.
• Produced and analyzed investment reports.
• Produced and edited investment committee presentations.
• Defined computerized procedures for the Israeli stock exchange investment regulations.
2009 – 2011 A.M.G – MORTGAGE CONSULTING & INSURANCE COMPANY TEL – AVIV, ISRAEL
Mortgage Advisor and Client Manager.
Advised clients on the type of mortgage required using a tailor made approach.
• Performed daily tenders with banks. Brokered the initial handshake between client and bank.
• Brokered over 400 private client mortgages.
2006 – 2008 FINEHOME – MORTGAGE CONSULTING TEL – AVIV, ISRAEL
Client Manager.
Performed Quote surveys for private clients
• Brokered over 300 private client mortgages and refinances.
• Represented mostly bottom tier and sub – prime clients in the negotiation phase.
2003 – 2005 I.D.I – INURANCE COMPANY TEL – AVIV, ISRAEL
Retention Specialist.
Performed auto and house insurance policy renewals to company's existing clients.
• Marketed additional life and house insurance policies to existing clients upon renewal.
1999 - 2002 IDF (MANDTORY SERVICE) – MATBAT PROGRAM HERZELIA, ISRAEL
Operations Office Manager – Non - commissioned Officer
• Commanded three soldiers in day to day office operations.
Education
2015 – Present THE INTERDISCIPLINARY CENTER HERZLIYA, ISRAEL
Master of Business Administration, expected June 2017
Specialize in Finance (GMAT Score 710)
2006 - 2014 THE OPEN UNIVERSITY OF ISRAEL RAANANA, ISRAEL
Bachelor of Arts degree in Economics and Management, July 2014.
Personal Fluent in Hebrew and English. Enjoy hiking, Jogging and Yoga. Amateur Basketball player.
Extra curriculum
The Perach Tutorial Project
Tutor at the bilingual school for Muslim and Jewish Israelis of Jaffa.