Yana Bauer

development of the German-speaking market - Prospecting large accounts in Germany, Switzerland and Austria - Meeting and negotiating with decision-makers (CFO, Tax Manager) on site - Business proposals (German and English), followed until closing the deal

settlement and reconciliation of trading activity, resolving any trade discrepancies and issues with clearing agent and associated third parties, setting up new relationships with trading counterparties, resolving questions, disputes, and data errors in the settlement computations, dealing with compliance and AML issues.

dealing with many aspects of research, including asset class research and market research, project evaluation, maintaining DCPLA's investor database concerning investor preferences in co-operation with the sales team, supporting the advisory and research team regarding the DCPLA manager review and search process. Also performing due diligence of fund managers and evaluation of real estate projects (Excel Cash Flow Modelling).