Zeeshan Akhter

• Managed Group Portfolio in diversified mix in several stock markets across the globe and
generated the return of around 80% in a year.
• Developed Financial Models for M&A transactions, equity research and private
placements.
• Served as Financial Planning advisor to the board of directors and sponsors.
• Developed automated financial models in Excel, reducing reporting time by 20%.
• Collaborated with cross-functional teams to implement budgeting processes enhancing
controls.
• Utilized Power BI to create interactive dashboards for real-time financial data tracking.

• Established Asset Management Division of Pak Qatar Group in North region of Pakistan
• Raised 100mn PKR in a Span of 1 year in several funds according to risk return profile of
clients.
• Managed a team of 100+ individuals including Fund Management and sales team as
their regional Head.
• Managed these funds under several portfolio strategies like CPS, Asset Allocation and
Fixed Income strategies.
• Worked with Government authorities in KPK Province on setting up voluntary Pension
Schemes (VPS) for existing and upcoming government employees.

• Managed PKR 20 billion of discretionary and non-discretionary mandates under CPPA
based CPS strategy, Asset Allocation, equity and Fixed Income strategies.
• Developed and digitalized companys overall investment as well as redemption process
by developing NBP Funds Digital Application.
• Developed Customer Relationship Module (CRM) from scratch, reducing turn-round time
for follow-up and proper record maintenance by 50%.
• Prepared Investment Policy Statements (IPS) for Corporate and HNW clients.
• Rebalanced clients IPS on Quarterly basis after detailed meetings with clients.
• Prepared Investment Proposal for Corporate and HNW clients and raised Asset Under
Management (AUM) by 100% in 4 years.

• Carried out daily market research and updated HNW clients.
• Worked with the Government of Punjab Technical Institute on educating youth about
stock Market.
• Trained and taught 4, 000+ individuals about the basis of Financial Analysis and
research.

• Conducted audit of 15+ clients based in southern Punjab region of Pakistan.
• Acted as third-party monitor to these clients.
• Prepared Financial Statements and implemented ERP solutions to increase efficiency,
transparency and accountability.