Investment Analyst
National Bank of Abu Dhabi
Total years of experience :16 years, 6 Months
•Support the portfolio/fund management team in investment decision making process which manages assets over USD 3 billion
•Analyse and evaluate equities and fixed income securities by conducting fundamental research on the industry, sector and the company
•Currently covers banking and financial sector in the MENA region, Turkey, India, Nigeria, Kenya, Bangladesh, Sri Lanka and Vietnam Markets.
Duties:
• Preparing attribution reports for the portfolio’s relative performance against various benchmarks
• Perform quantitative analysis which involves preparing various performance statistics and volatility analysis for the portfolios and mutual funds.
• Monitoring and performing comparative analysis against external peers
• Monitoring portfolio cash & securities and suggest rebalancing based on the permitted risk limits as agreed in the investment guidelines
• Implementing and testing new portfolio management systems
• Handling and valuing various asset such as fixed income, equity, repo, forward FX, interest rate and asset swaps
Product launching/ Product restructuring:
• Preparing proposal and revenue projections for management and RMD approval.
• Liaise with external parties Administrator, custodian, lawyers.
• Assist in carrying out due diligence with the help of compliance
• Assist in post launch test run with back office and middle office
• Pre and Post launch - Coordinate the process flow between various functions of the product “ processing subscriptions / redemption (registry function), collateral management, asset valuation (equities, fixed income, commodities and derivatives), fund administration function and custody function
I received my Charter in June 2014.
Completed the Islamic Financial Qualification (IFQ) from the Chartered Institute for Securities & Investment and also attained ACSI (Associate Chartered in Securities and Investment) designation
Appeared for the final degree examination of B.Sc. Accounting and Finance conducted by the University of London.
Completed Diploma of Economics in 2005 and secured a credit