محمد ساجد

• Traded for US and Indian Markets.
• Advice the management on short, medium and long term investment plans including, underlying priorities, goals, objectives and Asset Allocation.
• Monitor overall portfolio performance and suggest improvement to the management.
• Monitor the implementation of the investment strategy.
• Conducting preliminary due diligence on companies and industries by researching, reading financial statements and market data for strategic investments.
• Analyzing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organization is positioned to deliver for investors; for existing portfolio companies.
• Keeping up to date with market developments, new investment products and all other areas that can affect the market, e.g. movements in the economies of relevant countries.
• Monitoring the financial news using media sources.

• Traded for US and GCC Markets.
• Research and analyze macroeconomic factors to identify global investment opportunities for the firm’s tactical investment decision making process.
• Build quantitative models to monitor portfolio performance, and develop attribution analysis to explain portfolio’s out performance & under performance relative to benchmarks.
• Generate monthly and quarterly reports for global capital markets (equity, fixed income, and alternative investments), sector, industry performance, and macroeconomic fundamentals.
• Providing complete research support to equity analysts working in another sector/country of the organization, providing them the information about initiating factors, on-going coverage etc., and coordinating with them for preparing complete financial report of the organization
• Preparing detailed financial models of company valuations and industrial case studies, along with preparing company details model for providing quality data assessment for research process involved in equity analysis.

• Develop complex financial models for global investors and evaluate their portfolio.
• DCF Valuation, NPV, IRR, ROI.
• Trading clients Demat accounts on Indian markets.
• Marketing of investment products.

• Creating new trading strategy and improving the existing ones to cope with the changing market scenario.
• Develop financial models and assist in strategic initiatives and critical decisions.
• Valuation analysis using DCF, ratio-based, comparables, building financial models.
• Built financial valuation models and analyzed equity, derivatives, and debt investment opportunities
• Knowledge of asset evaluation, market efficiency and the macroeconomic influences on asset returns, as well as economic factors affecting investment decisions and the securities markets
• Built financial valuation models and analyzed equity, derivatives, and debt investment opportunities
• DCF Valuation, NPV, IRR, ROI.
• To analyze the market in a throughout manner, keeping in mind the social, economical and political factors that may influence the worth of a stock.
• To make use of electronic spreadsheets and other fiscal modeling tools for generating reports in a logical manner.
• To evaluate the involving financial risks in a transaction and making decision accordingly.
• An equity trader always review the transactions made to ensure the accuracy of the market information.
• Trading and executing orders on Interactive Brokers platform for proprietary desk.
• Managing Equity & ETF Portfolio of the Company.
• Trading intraday for Commodity Futures (Crude Oil & Natural Gas)
• Trading for NYSE & NYMEX Exchanges.
• Directly reporting to the Portfolio Manager.
• Have knowledge Fundamental and Technical Analysis.
• Have good knowledge of Bloomberg Terminal and Interactive Brokers Platform.

• Trading and executing orders on Pershing platform for proprietary/ client trading desk.
• Built financial valuation models and analyzed equity, derivatives.
• Develop complex financial models for global investors and evaluate their portfolio.
• Accomplishing selling / buying of securities as confirmed by the clients.
• Performing equity research and monitoring news and market conditions, post-trade processing, and reviewing and analyzing transaction costs.
• Maintained P&L statements using Excel spreadsheets for Equity, Options & Forex.
• Carry out market trend to utilize short- term trading strategies to increase profitability.
• Gathered and analyzed daily research and newsworthy events from major news and financial data sources. Prepared and delivered summary reports to portfolio manager.
• Have knowledge Fundamental and Technical Analysis.
• Have good knowledge of Bloomberg Terminal and Pershing Platform.

• Receiving and executing orders from the clients.
• Providing market trends and information to clients.
• Providing periodic feedbacks to clients about their assets status and assisting them with expertise advice.
• Accomplishing selling / buying of securities as confirmed by the clients.
• Controlled the depositary transactions and accounts opening.
• Preparing P & L statements for clients.
• Have knowledge of NEAT & BOLT Trading platform.