Luxembourg-based finance, markets & risk professional

Amir Mohammad Abdoli

Finance, Markets & Risk Professional

Combining financial markets expertise, risk analysis, data analytics, and process improvement to support better decision-making across financial services.

Asset ManagementPrivate BankingRisk AnalyticsData Reporting

Professional Snapshot

Based in Luxembourg
CFA Level II Candidate
Master's in Finance and Economics, University of Luxembourg
M.Sc. Financial Engineering
Experience across Schroders, UBS, Iran Fara Bourse, and Charisma Financial Group
Markets · Risk · Data
Power BIPythonSQLRisk ReportingFinancial Markets

Professional & Academic Affiliations

S
UBS
UL
IFB
CFG
4+ Years

Finance, markets, risk, and analytics experience

Luxembourg

Based in a leading European financial centre

CFA Level II

Candidate with strong investment foundations

Python · Power BI · SQL

Data analytics, reporting, and automation toolkit

About

Finance, markets, risk, and analytics with a European financial services focus.

Amir Mohammad Abdoli is a finance professional based in Luxembourg with experience across asset management, private banking, risk analysis, financial markets, reporting, data analytics, and process automation.

His background combines a Master's in Finance and Economics at the University of Luxembourg, an M.Sc. in Financial Engineering, and professional experience across Schroders Investment Management, UBS Europe SE, Iran Fara Bourse, and Charisma Financial Group.

He focuses on financial markets, investment analysis, risk reporting, internal controls, data analytics, process improvement, and AI-enabled workflow automation in financial services.

Core Positioning

Financial markets and investment analysis
Risk reporting and internal controls
Data analytics and workflow automation
Expertise

Expertise

A finance profile combining market analysis, risk thinking, reporting discipline, and data-driven process improvement.

Financial Markets & Investment Analysis

Market research, portfolio analysis, fixed-income analysis, valuation support, macro and commodities intelligence, and investment decision support.

Focus Area

Risk, Controls & Data Analytics

Risk reporting, volatility analysis, internal controls, governance reporting, dashboarding, data modelling, and analytical process improvement.

Focus Area

Client Service, Reporting & Process Improvement

Client review analysis, management reporting, workflow mapping, fund lifecycle data, stakeholder coordination, and AI-enabled process automation.

Focus Area
Experience

Experience Highlights

Experience across asset management, private banking, risk analysis, financial markets, reporting, and data-driven process improvement.

Schroders Investment Management

Client Service Control Analyst

Luxembourg

Power BI reporting, ServiceNow workflow design, fund lifecycle data, AI-enabled workflow improvements, governance support, and management reporting.

Power BIServiceNowGovernanceReportingWorkflow Design
S

UBS Europe SE

Business Management and Development Intern

Luxembourg

Client review analysis, senior management reporting, business performance reporting, financial analysis, presentations, and briefing materials.

Private BankingManagement ReportingFinancial AnalysisClient ReviewPresentations
UBS

Iran Fara Bourse

Risk Analyst

Market volatility index development, ERM framework support, fund listing assessment, market surveillance, commodities research, and market intelligence reporting.

Risk AnalyticsMarket SurveillanceVolatilityERMMarket Intelligence
IFB

Charisma Financial Group

Financial Analyst, Risk Department

Fixed-income portfolio analysis, portfolio optimization, leveraged fund risk modelling, derivative valuation, and data automation.

Fixed IncomePortfolio AnalysisRisk ModellingDerivativesAutomation
CFG
Projects

Selected Projects & Achievements

A focused selection of finance, risk, analytics, and AI-enabled workflow work.

Research

Financial Asset Price Forecasting

Applied deep learning models to financial time series and market volatility forecasting.

Risk

Market Volatility & Risk Modelling

Built analytical frameworks to support market risk monitoring and better financial decision-making.

Achievement

JP Morgan Hackathon Challenge Winner

Recognized for solving a finance and technology challenge in a competitive environment.

Certification

Passed CFA Level I

Strong foundation in investment analysis, ethics, financial reporting, portfolio management, and quantitative methods.

AI Automation

AI-Enabled Workflow Automation

Explored practical ways to improve reporting, workflow design, and operational efficiency using AI tools.

Toolkit

Analytical Toolkit

A practical toolkit across finance, risk, data analytics, reporting, and workflow improvement.

Financial

Financial MarketsInvestment AnalysisFixed IncomeValuationRisk ReportingMarket Intelligence

Data

PythonSQLPower BIExcelData ModellingDashboarding

Workflow

ServiceNowProcess ImprovementGovernance ReportingAI Workflow AutomationStakeholder Coordination
Contact

Let's connect

For finance, markets, risk, data analytics, or financial services opportunities in Luxembourg and Europe, feel free to reach out.