Lev Barkhatov
Investment Operations Specialist with 4+ years of experience in institutional financial environments (Altshuler Shaham, Slice Gamal), including ~2 years in investment operations. Skilled in cash controls, transition account management, execution of investment instructions, and preparation of management reports. Managed investment processes of up to $1,000,000 per transaction with full dual-control accountability and direct reporting to the authorized manager and CFO.
Strong analytical skills, high accuracy, and ability to perform independently in dynamic environments. Solid understanding of capital markets and alternative investment structures.
Experience
Investment Operations Specialist
Slice Gamal (Licensed Provident Fund)
Managed and monitored transition accounts, identified irregular movements, and performed reconciliation.
Executed investment transactions with banks and alternative investment funds, including documentation and sign-off processes.
Prepared management reports in Excel and reported directly to the Authorized Manager and CFO.
Performed Dual Check controls prior to submitting instructions to financial institutions.
Handled asset and cash transfers to external institutions until full account closure.
Communicated regularly with banks, investment funds, asset managers, and family offices.
Managed investment processes up to $1,000,000 while maintaining SLA and operational accuracy.
Collections Operations Representative
Altshuler Shaham
Processed setup, cancellation, and modification of recurring debit instructions.
Tracked and maintained cancellation and exception debit files.
Handled ~100 operational requests daily while consistently meeting SLA targets.
Received Excellence Award for high performance and operational accuracy.
Education
The Open University of Israel
B.A.
Year 1
Skills
Languages
Hebrew
Fluent
English
Advanced
Russian
Native