Jameel Shaikh, Assistant Investment Manager

Jameel Shaikh

Assistant Investment Manager

HBL Asset Management

Location
Pakistan
Education
Master's degree, Investments
Experience
2 years, 3 Months

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Work Experience

Total years of experience :2 years, 3 Months

Assistant Investment Manager at HBL Asset Management
  • Pakistan - Karachi
  • October 2014 to December 2016

1. Executing the trades within the limits using market tactics
2. Assisting Fund Manager in making investment decision
3. Generating investing ideas through market information and research
4. Summarizing the external research reports for Fund Managers
5. Preparing daily pre-trades and execution summary
6. Preparing daily position after and before trade execution
7. Preparing Investment Approvals to be presented in Investment Committee for Fund Managers
8. Monitoring asset allocation and compliance of Equity Funds
9. Coordinating with Research Department
10. Have developed financial models of HCAR and INDU
11. Any other task specified by Fund Managers

Education

Master's degree, Investments
  • at CFA Institute
  • August 2016

Passed Level III of CFA Program in June 2016 session. Will be eligible to apply for Charter after completing experience requirement

Master's degree, Accounting and Finance
  • at Association of Chartered Certified Accountants- UK
  • February 2013

ACCA Affiliate I have cleared all ACCA paper in 1st attempt with notable marks I have maintained 80+ % in Fundamental Level. I have secured 96% in Financial Accounting (MFA)

Bachelor's degree, Commerce
  • at SIndh University
  • January 2010

Specialties & Skills

Accounting
Finance Sector
Managing Budget
Accounts Payable
Financial Accounting
Computer

Languages

English
Intermediate
Urdu
Expert

Training and Certifications

Diploma In Information Technology (Certificate)
Date Attended:
April 2008
Valid Until:
June 2009