Investment and Risk Analyst
Alpha Beta Partners Ltd
Total years of experience :4 years, 3 Months
•Alpha Beta Partners Ltd is a multi asset management firm.
•Support Investment Manager and Investment Committee to strategically select funds and allocate assets for Alpha Beta model portfolios, contributing to the firm's successful management of over £2 billion in assets under management.
•Lead research and analysis efforts on Socially Responsible Investing (SRI), Sustainable, and ESG funds, resulting in the construction of client-specific model portfolios tailored to individual Investment Policy Statement (IPS) mandates.
•Establish strong relationships with financial advisors and wealth management clients, delivering insightful guidance on investment platforms and enhancing overall client satisfaction.
•Demonstrate expertise in navigating and managing more than 14 asset management platforms, including Fidelity, Scottish Widows, Transact, Aegon, Abrdn, Quilter, and Parmenion, among others.
•Produce and maintain various reports, including Risk Reports, Revenue Reports, and AUM Reports, utilizing advanced tools such as Morningstar Direct for database management
•Bank Al Habib Ltd is one of the leading financial institutions of Pakistan with more than USD 9 billion assets
•Revolved across - Account Opening; Trade Finance; Corporate Credits and Business Development departments
•Managed the operations of the branch with assets of PKR 1 billion+ along with the customer base of 15, 000+
•Ensured the operational success of the branch. Held responsible for periodic auditing of cash, negotiable instruments, new accounts, loans and reporting as required.
•Implemented and monitored compliance with bank policies and Central Bank’s regulations to mitigate risks
Graduate Trainee Officer
•Inducted as a GTO - Batch (L-17).
•Started with a four month comprehensive class and on job training based on the operational banking course
•Gained rigorous overview of domestic and international financial regulations and banking laws
Engagements:
-Schlumberger Seaco, (SSI) Inc. - Pakistan Branch (Annual Audit - 2017)
-Sea and Land Drilling Contractor, (SLDC) Inc. - Pakistan Branch (Annual Audit - 2017)
-Generated CPR and PSID of 150+ Branches with system PRAL, FBR.
-Examined, Compiled & Finalized tax data received from all branches. Prepared 165 statement.
-Worked on FED (Federal Excise Duty) / Sales tax on services.
- Conducted market research and identified potential clients.
- Created marketing plans for the clients
- Identified new business opportunities and partners.
GPA: 3.52, Graduated with Scholastic Honours