Karāchi, Sindh, Pakistan
Investment professional with hands-on experience in portfolio management, asset allocation, and fixed income analysis across buy-side institutions. Ability to translate macroeconomic trends and financial data into actionable investment insights. CFA Level 1 candidate with strong interest in equity and fixed income research.
At UBL Fund Managers, I am a member of the SMA (Investment Advisory) team overseeing discretionary and non-discretionary portfolios with AUM exceeding PKR 60 billion. My core responsibilities include: - Analyzing fixed income portfolios using duration, WAM and yield metrics to support investment decisions. - Analyzed interest rate trends and their impact on Pakistan's fixed income markets. - Contributed to asset allocation and security selection across multi-asset portfolios. - Executed trades across fixed income and equity instruments in line with IC decisions analyzing the asset allocation and risk profile of clients. - Executed auction buyback transactions via non-competitive bidding for institutional clients. - Developed client portfolio presentations highlighting macro economy, performance attribution, risk exposure and market outlook. - Supported senior management in portfolio strategy discussions and client advisory projects.
At Magnus Investments, I primarily managed HNWI (PCG) clients, supporting their investment needs through a broad range of portfolio management and advisory services. My key responsibilities included the following: - Formulated Investment Policy Statements (IPS) aligned with each client's unique risk-return objectives. - Built and maintained performance reporting models for client portfolios. - Managed asset allocation, conducted security analysis (equities, fixed income) and contributed to asset allocation decisions. - Executed trades across fixed income and equity instruments in line with IC decisions. - Preparing investment recommendations aligned with Investment Committee (IC) decisions, regulatory frameworks, and client-specific constraints. - Coordinating with internal teams to fulfill bespoke client requests and analysis. - Assisting in portfolio construction and rebalancing, ensuring alignment with market views and client strategies. - Supporting client relationship management through reporting, presentations, and day-to-day communication. - Utilizing platforms such as Bloomberg and MS Excel for financial analysis, monitoring and reporting.