Bohdan

Bohdan Kozachuk
10.Jul.2003

Investment analist/consultant

Career Goals
To excel in investment, using my passion to make strategic decisions that drive success
and maximize returns while growing expertise in high-volatile markets.

Lviv, Ukraine | Remote/
Relocation Ready EDUCATION
• Master's Degree in Accounting and Auditing, Ivan Franko National University of Lviv
[відкрити контакти](див. вище в блоці «контактна інформація») (LNU) | September 2024 – December 2025
• Bachelor's Degree in Finance, Banking, and Insurance, Ivan Franko National University
Bohdan Kozachuk of Lviv (LNU) | September 2020 – June 2024

EXPERIENCE
Bohdan Kozachuk
OKKO, University Accounting Internship 2X
[відкрити контакти](див. вище в блоці «контактна інформація») June 2025 & October–November 2025
• Assisted in bookkeeping and financial reporting by preparing detailed statements that
supported budgeting and cost optimization, reducing operational expenses through
PROFESSIONAL SUMMARY data-driven insights.
Ambitious finance graduate with • Conducted comprehensive Master's thesis data analysis on company finances, applying
Master's in Accounting & Auditing and statistical models and Excel tools to evaluate profitability trends, bridging academic
5+ years of hands-on investment theory with practical business applications.
experience in stocks and
cryptocurrencies, achieving 30% YoY OVB, Financial Consultant
returns through data-driven strategies. July 2024 – December 2024
Skilled in financial modeling, risk • Developed and delivered personalized financial plans for over 20 clients, optimizing
assessment, and client advisory from investment portfolios to achieve 10-15% risk-adjusted returns aligned with individual
roles at OVB. Eager to leverage long-term goals, utilizing tools like Excel and financial modeling software.
analytical expertise in a Investment • Analyzed investment opportunities with quantitative methods, including ratio analysis
Analyst position to optimize portfolios and market forecasting, delivering data-backed recommendations that improved client
and support high-growth decisions. portfolio performance and satisfaction ratings.
• Fostered strong client relationships through regular engagement, feedback sessions,
SKILLS and proactive communication, resulting in repeat business, referrals, and increase in
• Financial Analysis: Excel/Google client retention.
Sheets (pivot tables, VLOOKUP), 10-K
reports, ROI/IRR calculations, UKRSIBBANK, University Banking Internship
QuickBooks January 2023
• Investment & Risk: Portfolio • Acquired hands-on expertise in core banking operations, including risk assessment,
diversification, market trend product evaluation, and client needs analysis, providing tailored investment advice that
forecasting, crypto/blockchain enhanced decision-making for high-value accounts.
evaluation, risk mitigation
• Tools: CRM (HubSpot), Google Active Investor (Self-employed)
Workspace, Canva, AI optimization 2017 – Present
(Grok, Gemini) • Managed diversified portfolio of equities and cryptocurrencies, achieving 7.5% to
• Soft: Client relationship building, 37.5% annualized returns through value investing principles, risk-parity strategies, and
project management, strategic thinking probabilistic analysis informed by 200+ specialized resources.
via gaming simulations • Developed proprietary frameworks for capital allocation efficiency, analyzing financial
• Languages: English: B2 – Upper statements, 10-K/10-Q reports, and blockchain metrics.
Intermediate, Ukrainian: Native • Mastered portfolio optimization techniques (diversification, position sizing, drawdown
control) via self-directed study and real-world application in volatile markets.