Investment Associate
SenSage Financial Services Pvt Ltd
مجموع سنوات الخبرة :1 years, 1 أشهر
• Worked directly under the Founder and Managing Director, Mr. M S Shabbir, a renowned and experienced investment advisor and sharia compliance
specialist. He has over 40 years of capital market expertise and knowledge.
• Supporting the investment managers and analysts in developing and implementing investment strategies and models assets for AUM INR 50+ Crores
• Processed and reconciled trades and settlements of worth INR 2 Cr on a weekly basis, ensuring accuracy and compliance with the regulatory standards
• Assisted 5 clients in assessing their risk profiles, including risk capacity, risk willingness, and risk requirement by applying various methods such as surveys,
interviews, scenarios and historical data
• Managed and updated records of an investment portfolio worth over INR 50 Crore, comprising of various assets, liabilities, income and expenses.
• Prepared and analysed financial reports and statements such as balance sheets, income statements, cash flow statements and annual reports
• Created engaging and interactive content for the learning module including quizzes, case studies and simulations, resulting in a 90% completion rate