Portfolio Manager
Mustaqbal Investments
Total years of experience :12 years, 4 Months
• Significantly improved operating performance delivering higher quality and greater bottom-line results across a wide range of assigned portfolios.
• Mastered stock picking and single name search with an investing theme that can be screened and analyzed to find the trades that best suit organizational/client needs.
• Applying sharp analytical abilities to analyze and improve the portfolio performance to achieve optimum profitability for the entire liquid mandate.
• Guiding strategic investment direction, developing robust processes, presenting investment rationale to IC, and obtaining timely approvals.
• Driving fundamental due-diligence and technical research excellence on IPO including macroeconomic, equity, and credit market overview, the current phase of business (growth/maturity), sustainable income, margins and selecting the fair value using appropriate methods.
• Providing leadership that fosters a collaborative culture of rigorous research and decisive, quick-to-market action that consistently exceeds yield targets based on a mandate from the board
• Presenting impactful Power-BI dashboards to monitor daily portfolio performance and attribution to recognize profitable opportunities.
• Providing insightful interpretation of valuation, fundamental and quantitative signals. Capturing and distilling insights; resulting in convictions and portfolio construction producing top-performing portfolios.
• Developed and directed a unique investment strategy that combined fundamental and quantitative research to plan for Cash & Returns of the fund at the macro level.
• Recruited, trained, and directed a team of dedicated real estate research analysts for international equity mandate. Empowered managers to effectively manage fund volatility and perform to their peak.
• Implemented a robust, disciplined, and repeatable investment process that uncovered valuable fundamental insights to identify candidates for DCF valuation from local markets. Propagated research knowledge and best practices.
• Guided and recommended the most suitable real estate investments and compiled accurate investment reports for all asset classes across all family entities.
• Shaped and implemented streamlined processes for optimizing financing and funding; improving financial performance and ensuring alignment with the established financial strategy
• Results driven, with the ability to perform both strategically and tactically under pressure, meet deadlines and financial goals, prioritize and act decisively. Kept stakeholders informed on investment status, and on all developments and issues that require attention.
• Performed accurate Bank reconciliation of various entities and supervised the preparation of year-end closing of Financial Statements for holding companies.
• Directed portfolio management strategy, financial operations, investment reporting, accounting, and internal controls, risk management, and corporate policy development.
• Managed the entire client portfolio, maintaining the record of all transactions and attending to customer queries in addition to maintaining daily portfolio reports, periodic client investment reporting, and handling cash out requests from the client.
• Designed and executed highly effective investment strategies including systematic trading that earn superior risk-adjusted returns and effectively comply with KYC requirements.
• Ensured timely disclosures to the market when required and presented CMA & CBK Compliance reports as per established schedule.
• Kept the clients informed of all corporate actions, investment progress, and status as well as managed the distribution of Original Certificate Proof of Investments.
• Provided timely information and system extracts to ascertain smooth internal audits and maintained an immaculate transaction records archiving system for past and present deals.
• Developed and implemented prudent evaluation techniques including feasibility analysis and due diligence and for new investments and analyzed portfolio performance reports to suggest requisite changes in operational guidelines.
• Captured high-yielding Investment Opportunities in UK & USA markets, tracking investments and compiling NAV Statements after Consolidating Reports from all Managers and submitting monthly/quarterly updates on the Fund to the Owners.
Master of Management Studies (MMS), Mumbai University, India, 2009
Bachelor of Commerce, Mumbai University, India (B.Com), 2006