Senior Manager
Genesis Institute
Total des années d'expérience :17 years, 10 Mois
Train professionals in financial skills (financial modelling, project feasibility, economics, equities, alternate investments, corporate finance and portfolio management) and professional certifications (CFA, CISI, Claritas)
Successfully delivered in-house trainings in GCC at leading sovereign funds, commercial banks, Islamic banks, government departments and energy conglomerates
Delivered co-branded trainings for KPMG Academy, Nasdaq Training Academy, Qatar Finance and Business Academy, CFA Institute Society of Doha and Doha University
Lead the business unit on Executive Education and CISI (business development, market research, design, content development and delivery)
Gather market intelligence and conduct project feasibilities to identify new business opportunities
• Led the research team in projecting macro economic indicators, preparation of financial models and formulating broader capital market asset allocation
• As a member of the Investment Committee, I formed an integral part of the overall decision making process for various funds and discretionary accounts under management
• Led the equity sales and research unit, which is ranked amongst the top three brokerage houses for foreign portfolio equity investment in the country.
• I was responsible for increasing BMA’s presence and market share in equity business by closing new relationships and liaising with other business units.
• I conducted regularl meetings and presentations to clients and frequently appeared on electronic and print media.
• Led a team of 14 people responsible for coverage of Pakistan economics, equities, fixed income instruments, technical analysis, mutual funds (SixthSense), databases and operations.
• 70% of KSE equity market capitalization under coverage with detailed industry forecasts, financial models and stock recommendations.
• Responsible for devising capital markets strategy and maintain house view on economic forecasts, asset allocation and sector/stock stance.
• Personally covered energy chain companies; the analysis encompassed detailed industry outlook, preparation of projected financial statements and building financial models (DCF, DDM, Gordon Growth).
• Recommendations, rationale and analysis on ongoing developments communicated to investors through regular reports, telephonic conversations and presentations.
• Ranked amongst the top two analysts covering Pakistan's energy sector by Bloomberg.
• Started with the position of Management Trainee and gradually moved on to lead the research team responsible for maintaining outlook on macroeconomics, various sectors and companies listed on KSE.
• Presented these views to the Investment Committee and formed part of decision making process.
• Regular preparation and presentation of performance review and future outlook to corporate clients as well as marketing pitch to prospective clients.
Certified Financial Analyst.
4 years BSc. (Hons.) degree in Accounting and Finance with a minor in Economics.