Darpan Sugandh, CFA, Investment Analyst

Darpan Sugandh, CFA

Investment Analyst

National Bank of Abu Dhabi

Location
United Arab Emirates - Abu Dhabi
Education
Master's degree, Investment Analyst
Experience
16 years, 6 Months

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Work Experience

Total years of experience :16 years, 6 Months

Investment Analyst at National Bank of Abu Dhabi
  • United Arab Emirates - Abu Dhabi
  • My current job since January 2014

•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.

Fund Administrator at National Bank of Abu Dhabi
  • United Arab Emirates - Abu Dhabi
  • November 2007 to December 2013

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

Education

Master's degree, Investment Analyst
  • at Chartered Financial Analyst
  • June 2012

I received my Charter in June 2014.

Bachelor's degree, Islamic Financial Qualification
  • at Chartered Institute for Securities & Investment
  • October 2011

Completed the Islamic Financial Qualification (IFQ) from the Chartered Institute for Securities & Investment and also attained ACSI (Associate Chartered in Securities and Investment) designation

Bachelor's degree, Accounting and Finance
  • at London School of Economics – University of London
  • September 2007

Appeared for the final degree examination of B.Sc. Accounting and Finance conducted by the University of London.

Diploma, Economics
  • at London School of Economics – University of London
  • August 2005

Completed Diploma of Economics in 2005 and secured a credit

High school or equivalent, Accounting
  • at Abu Dhabi Indian School
  • March 2003

Specialties & Skills

Islamic Finance
Financial Risk
Performance Analysis
Derivatives
Asset Management
Practical knowledge of MS Office, Ms Outlook, Internet and other Windows based applications.
Basic knowledge of Computer Hardware, Assembly and Troubleshooting.
Using financial systems such as Bloomberg Professional, S&P Capital IQ and Reuters

Languages

English
Expert
Hindi
Expert

Memberships

Chartered Financial Analyst
  • Chartered Financial Analyst
  • June 2014

Training and Certifications

Islamic Financial Qualification (Certificate)
Date Attended:
October 2011
Valid Until:
October 2012

Hobbies

  • Repo Market
    Successfully completed the ICMA course on building a repo market, following are a few objectives of the course: • The mechanics and types of repo • The principal use of a repo • Repo as a cash funding tool