Allen Dsouza

• Executed and managed daily U.S. equity trades for 120+ client portfolios, ensuring minimal slippage and alignment
with client objectives.
• Delivered research-backed investment decisions using fundamental and technical analysis, contributing to a
consistent 10% monthly increase in AUM.
• Contributed to brokerage revenue targets by actively trading client accounts, optimizing trade frequency, and
identifying high-conviction opportunities aligned with client risk profiles.
• Utilized TradingView, TipRanks, CNBC, Motley Fool, and Investing.com for daily market research and opportunity
identification.
• Supported client portfolios across savings, protection, and investment products with a focus on risk-adjusted returns.
• Prepared weekly and monthly performance reports for senior management and clients.
• Performed administrative duties including account onboarding, profit withdrawals, and maintaining accurate client
records.
• Developed a custom MT4 Expert Advisor (MQL4) that displays real-time exposure, portfolio balancing, net P/L, and
historical equity curves, improving portfolio visibility and risk oversight.
• Integrated risk and performance dashboards within MT4 to support faster, data-driven trading and portfolio
management decisions.

• Executed simulated trades across Forex, commodities, and metals markets, applying a range of proprietary
strategies, including focused pair trading.
• Conducted in-depth market analysis to recognize and examine the risk/reward basics of global currency and
commodity movements.
• Gained practical experience in risk and money management, implementing controls to protect capital and
optimize trade sizing.
• Supported client advisory efforts by providing consultation on investment objectives and helping to educate
individuals on complex investment decisions.