Sanzhi Kobzhan

diversset.com | Simple solutions for equity investors

United States

About

I am passionate about providing simple and effective solutions for equity investors. My core competencies include equity valuation, portfolio management, risk management, and financial analysis, which I have applied and taught in various roles and projects. I have also developed strong technical skills in web development and iOS development. My mission is to leverage my diverse background and expertise to create value for investors by offering useful and simple tools.

Experience

  • Founder at Diversset
    Nov 2019 - Present · 6 yrs 9 mos

    Useful analytical tools for investors

  • Frontend Developer at GlobalNews Group
    Sep 2022 - Feb 2023 · 6 mos

    1. Created visually appealing solutions for market intelligence services. 2. Utilized React.js, Swift, and JavaScript for frontend development.

  • Financial lecturer at Freedom Finance
    Apr 2019 - Jun 2021 · 2 yrs 3 mos

    1. Conducted financial education on equity valuation, trading, financial analysis, and portfolio management. 2. Made educational materials and financial models for students.

  • Senior expert dep. Treasury at Bank Kassa Nova
    Jan 2017 - Nov 2018 · 1 yr 11 mos

    1. Managed quick liquidity and cash. 2. Automated managerial reports (LCR, MRR, IRR). 3. FX and FI strategy, FX Sales Trader. 4. Back Office (BO) and Middle Office (MO) responsibilities.

  • Head of cash and liquidity management. at Tsesnabank.
    Feb 2014 - Feb 2015 · 1 yr 1 mo

    1. Examined costs, identified borrowing/lending strategies (FTP, GAP). 2. Determined risk tolerance. 3. Developed Risk management models in accordance with BASEL III. 4. Developed risk management procedures in accordance with 29th instructions of the National Bank of the republic of Kazakhstan on risk management. 5. Managed liquidity and cash (LCR, liquidity coefficients, MRR, IAC (internal assets investment coefficient)). 6. Automated treasury reports (Excel VBA, Colvir integration). 7. sales trader, prop. trader. 8. coordinated and controlled branches operations including cash purchases, cash transfer, cash limits. 9. assets and liabilities management committee secretary.