Assistant Vice President - Portfolio Analysis
Magnus Investments Limited
Total years of experience :3 years, 2 Months
Major responsibilities include:
• Leading a team of investment analysts, responsible for analyzing, recommending, and carrying out asset allocation for major corporate clients and High Net-Worth individuals with total funds exceeding PKR 50 billion.
• Developing intellectual capital and financial models for institutional investors.
• Deploying Asset-Only, Cash Flow Matching, and Liability-Driven Investment strategies to optimize asset allocation.
• Conducting Fecundity and Spending Rate analyses for investments in Endowment funds.
Key Achievement: Developed a financial model based on Merton Share rule which is being used to optimize equity allocation for various client portfolios.
Major responsibilities include:
• Preparing, analyzing, and devising the portfolio strategy of client portfolios.
• Conducting mean-variance analysis for the portfolio optimization of our clients.
• Analyzing fixed income portfolios and customizing solutions for Defined Benefit retirement funds.
• Performing longevity analysis on portfolios to mitigate the risk of clients’ outliving their investments.
• Reviewing global researches and trends for devising future investment strategies.
Major responsibilities include:
• Performing valuation of a new or an existing fixed income security.
• Projecting portfolio returns based on the expected stocks return and yield curve movements.
• Assessing clients’ portfolio performance and preparing presentations periodically.
• Preparing economic outlook and assessing the impact of economic indicators on capital markets.
Major responsibilities include:
• Performed bank reconciliations for multiple banks including HBL, MCB, and Citi Bank.
• Recorded accounting entries for monthly transactions using “QuickBooks”.
• Documented procedures / manuals for IPG integration to seek central bank's approval.
Major responsibilities include:
• Conducted financial analysis, industry analysis, and risk factor assessment for client credit approvals.
• Prepared KYCs and AML Risk Matrix for selected clients of the bank.