Portfolio manager
Armada Group - United Arab Emirates
Total des années d'expérience :15 years, 11 Mois
▪ Trading in Global Equities Stocks & index through options, structure products, designing and implementing Trades, risk management, reporting policies real time as well as EOD
▪ Implement and execute Equity trading strategy for Long term & Short term management of Tactical position and strategic position
▪ Traded all equity structured product like reverse barrier convertible, capital protected, twin win, express, participation, bonus
▪ Traded options strategies through various platform like of various broker like IB, RJO, Saxobank
▪ Monitoring portfolio positions to comply with investment guidelines, along with evaluating portfolio analytics on a regular basis
▪ Maintain counterparty relationships to ensure proper coverage and best execution
▪ Traded Various Exotic options. Knock in, Knockout, Accumulators, Pivot, Tarf for short term to medium term
▪ Successfully traded fund size of about $60 million in Long -short trade ideas through various trading strategies in company's book. Major exposure remained in Equity, Stocks, FX, and Commodities through structure products
▪ Design and implement trading Equities ideas; supervised and prepared update quarterly.
▪ Download data from BB & tested various options selling strategies based on multiple parameters
▪ Functions involving determining strategies and Arbitrage strategies
▪ Covering credit L/S, global macro, CTA, arbitrage, FX, commodities, volatility and absolute return strategies; Key activities include due diligence, monitoring and production of various letters and strategy comments
▪ Construction of tailored-made hedge fund portfolios for external and internal clients Download data from BB & tested various options selling strategies based on multiple
▪ Python and risk management structure with responsibility of the quantitative modelling and assessment of hedge funds and portfolios
▪ Actively search for new investable opportunities across sectors, asset classes and geographies -
▪ Source attractive investments, with varying liquidity, (Publicly quoted funds and/or Alternatives) through Bloomberg and/or network relationships -
▪ Use, maintain and develop internal valuation models for Stock Market Index analysis to identify ideal entry points for public equity strategies -
▪ Regularly maintain dialogues and conduct peer reviews with an external Private Equity investment advisor so as to gain access to top quartile PE Fund managers as well as increase pipeline quality. -
▪ Responsible for screening investment opportunities and filtering out those without a suitable risk reward profile as per the Company’s investment policy and guidelines
▪ Evaluate and execute co-investments opportunistically - Conduct operational and business due diligence, undertake sectoral research, review valuations as well as assess key financial metrics and viability of exit opportunities - Negotiate fees, pricing and investment terms and conditions • Use Bloomberg proficiently to collect and analyze data to support due diligence and investment recommendations. • Author investment due diligence reports, provide investment recommendations to the Investment Committee and allocate capital accordingly
▪ Identify and use the appropriate benchmarks to assess the portfolio’s relative performance -
▪ Record distributions, dividends, drawdowns, rebates and redemptions -
▪ Responsible for the End of Year Report presentation which includes commentary on the investments and performance analysis
▪ Maintain existing relationships and develop new ones within the investment community (external advisors, banks, top quartile fund managers etc.)
Accredited with the ‘Outstanding Team Performer award’ for exceptional performance
▪ Managed multi-strategy trading portfolio with a focus on Commodities, Agricultural, Equities indices and discretionary global macro portfolios
▪ Traded options writing strategies for non-directional markets as well as directional markets.
▪ Research, analyzee and create strategies and back test with historical data.
▪ Conduct fundamental research on the industry and individual company and help generate timely and accurate investment recommendations.
▪ Spearhead forex operations worth $250 million for clients, including various banks and reputed Indian Companies. Plan and organize review meetings with Director, CFO, and Finance Head of existing clients. Accomplish set revenue and profit targets.
▪ Evaluate current and past trends for premium over discount, performance highlighting trends and analyzing causes of unexpected variance.
▪ Traded Major FX pairs in Futures & options
▪ Maintain minimum (close to zero) uncertain Accounts. Administer complete receivables and payable operations. Train and mentored team to provide real-time support to corporate customers for Trading and Hedging services.
▪ Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
▪ Directed currency trading and hedging for company. Also, dealt with commodities, OTC & NDF forwards futures/Arbitrage and interest rate.
▪ Scrutinize and evaluate cash flow statements, income statements and balance sheets on publicly traded domestic and foreign companies.
▪ Calculate financial ratios and perform exchange rate calculations.
▪ Develop key industry themes and company due diligence working with Head of Research.
▪ Carry out ad hoc analysis work as assigned by Research Head.
▪ Develop, maintain and manage business contacts with management level, sell-side analysts and investment community peers.
Post graduation In Finance & Investments