Rea R
@rear
I analyze investment portfolios, manage financial risk, and deliver reporting for clients, management, and regulators.
AlbaniaWhat I'm looking for
At Credins Invest, I prepare portfolio analysis and reporting for management, evaluating assets against financial thresholds set by Albanian supervisory and banking authorities. I monitor investment portfolios, assess financial statements, and use Excel and reporting tools to support risk control and compliance.
Previously, I advised RBC clients on registered and non-registered financial products, risk assessments, and asset allocation aligned with long-term goals. My experience also includes financial statement reviews, audit planning, internal controls, and data analytics at Grant Thornton.
Experience
Work history, roles, and key accomplishments
Financial Accounting / Portfolio Analyst
Credins Invest
Sep 2024 - Present (2 years)
Prepare and present comprehensive analytical reports to the management board evaluating portfolio asset compatibility against financial thresholds for regulatory authorities. Conduct continuous financial and compliance control of diverse investment portfolios, including fixed income, variable income, and deposits.
Education
Degrees, certifications, and relevant coursework
Ted Rogers School of Management (Toronto Metropolitan University)
Bachelor of Commerce, Law & Business
2017 - 2021
Pursued a Bachelor of Commerce with a major in Law & Business and a minor in Economics, graduating in 2021.
Tech stack
Software and tools used professionally
Availability
Location
AlbaniaAuthorized to work in
Job categories
Skills
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