Portfolio Management Analyst
Bank of New Zealand
Total des années d'expérience :16 years, 1 Mois
• Make recommendations to Private Bank’s Investment Review Committee on products and strategies.
• Research and analyse financial information related to specific companies / industries.
• Provide support to Private Bankers and assist with their understanding and knowledge of the securities, products and investment strategies that are recommended to clients.
• Maintain relationships with fund managers.
• Prepare and publish research on securities and fund managers for Private Bankers and clients.
• Conduct quantitative analysis, qualitative assessment and operational due diligence as part of the process to appoint fund managers.
• Prepare detailed valuation-based financial models on securities within Private Bank portfolios which do not have broker coverage.
Prepare detailed valuation-based financial models on large IPOs
I taught Finance and Accounting papers to Business students. More specifically I taught papers addressing financial analysis, investment analysis and investment report writing.
I was responsible for research on the assigned sector (Oil sector) and executing financial analysis on the companies within the sector with respect to industry trends and the company's position in the industry based upon its operational, financial and competitive status. Putting it together, I analyze companies as investment opportunities.
I worked here on rotation. I worked closely with the research department focusing on finding high return investment opportunities in the domestic capital market. Moreover I also worked on product development and developed a number of customized products for some of the large potential clients (investors), e.g high risk, low risk, capital protected, etc.
I am a CFA Charterholder
Completed a Masters in Applied Finance.
MBA-Finance with internship at Muslim Commercial Bank Ltd. in 'commercial banking'.