Investment Manager
Confidential
مجموع سنوات الخبرة :22 years, 0 أشهر
Manage the global equities portfolio in the US, Europe, Asia. Ex-Japan.
Implement investment strategies with derivatives ( Options).
Lead the investment process, including due diligence and manager selection.
Monitor financial markets in US for tactical trading strategies in listed equities, index funds/ ETF's.
Analyzed private equity deals and recommend to management.
Marketing Geojit PMS to HNWclients and corporates.
Acquire new assets under management through personal sales.
Participate in client calls and meetings and assist in business development.
Maintain pipeline database and work closely with portfolio manager and PMS team.
Manage the global equities portfolio ie: US, Europe, Asia Ex Japan.
Responsible for executing all liquid equity and option trades.
Constructing, implementing and managing derivative overlays.
Analyze individual investment holdings and strategies.
Use a variety of complex tools using technical analysis and research to identify critical data for decision making.
Monitor financial markets in US for tactical trading strategies in listed equities, Derivatives and Index funds/ ETF’s.
To assist the SEO in starting the DIFC company.
Arrange and place deals.
To start an India E-commerce.
Initiated and compiled a database compilation of Middle East corporate.
Held conference calls and meetings with fund/ investment managers.
Manage the global equities portfolio ie; US, Europe, Japan and emerging market equities.
Member of the Investment committee during which portfolio performance, strategic and tactical positions and investment holdings are discussed.
Responsible for executing all equity and option trades.
Provide investment strategies with derivatives (Options).
Hands on experience on Bloomberg platform as investment tool.
Management of a global securities portfolio across asset classes; US, European, Asia ex Japan, emerging market equities.
Manage the trading desk. This includes execution, liaison with investment banks and brokerage houses in New York, London and Singapore.
Monitor financial markets in US for tactical trading strategies in listed equities, Derivatives and Index funds/ ETF’s.
Assist Portfolio Manager in asset allocation, Portfolio strategy and risk management.
Analyze proposals given by various Investment banks in the area of Hedge funds, Structured notes, International new issues (IPO’s).
Marketed DIS product menu to leading high net worth clients in UAE.Accounts transferd to DIS from major global firms as Merrill Lynch, Citibank/SSB and Prudential.
Trading and execution of US stocks and Options on Pershing(Bank Of NewYork) platform.
Handled all aspects of Bear Stearns New York and London relationships
Selling GAM(UBS) Funds to HNW clients
Responsible for opening Corporate/Individual A/c's for the DFM Operations
Provide investment strategies with derivatives.
(Options)
Responsible for opening Corporate/Individual A/c's for DFM Operation.
Account executive for Forex/ Bullion market.
Handled client orders, analysing the market with fundamental and technical analysis.
Extending advise to clients and building effective client relationships.
Electronic clearing and execution of shares.
Monitoring front office activities with resepect to acceptance of trade instructionsand client servicing.
Giving timely suggestion to seniors with respect to operational improvments.
M B A (Finance )
B.com (Accounting) from Kerala University