United States
Finance and analytics professional with global experience in asset management, financial services, and market intelligence. M.S. in Business Analytics (Finance concentration) at UIUC | CFA Level II Candidate. Proven track record driving impact across £3.5B+ AUM portfolios at Alpha Beta Partners (UK), complemented by foundational experience analysing energy markets and supporting top consulting, energy and private equity clients at S&P Global. I further solidified my commercial acumen by founding and scaling a financial services venture. I bridge finance and analytics to deliver data-driven insights that optimise investment strategies, improve profitability, and support executive decision-making.
•Produced monthly performance attributions, concentration and risk reports using Morningstar and Power BI to assess return drivers, portfolio volatility and downside risk for our portfolios exceeding £3.5 billion AUM. •Developed custom asset allocation strategies for high-net-worth clients in line with investment policy, conducting equity and fixed-income funds and ETF analysis to evaluate risk/return trade-offs and liquidity profiles. •Developed and presented interactive Power BI dashboards and Investment Committee materials that visualized P&L drivers, factor exposures and concentration limits, improving transparency around risk-taking and supporting portfolio rebalancing decisions.
•Founded and led a boutique financial services firm as the primary advisor for a diverse client portfolio. •Managed a two-person team to deliver high-impact bookkeeping, consulting, and advanced financial modeling to support strategic decision-making. •Implemented process automation strategies that reduced manual workload by 30%, increasing efficiency and accuracy in service delivery.
•Partnered with 250+ analysts and financial advisors to interpret company financials, capital structure and value M&A transactions, helping them use Capital IQ Pro for credit, market and transaction risk assessment. •Extracted and transformed large energy market datasets (e.g., hourly prices, forward curves) from Capital IQ Pro’s backend using SQL, then built dynamic financial models to analyze price volatility, basis spreads and scenario impacts. • Assessed North American energy markets by comparing power prices, REC markets and common PPA structures across ISOs/RTOs, translating findings into concise memos that highlighted transaction economics and risk considerations for clients. •Conducted proximity analysis in S&P’s mapping platform to derive energy price proxies for regions without nodal pricing and combined these with an estimated plant construction cost dataset to help clients shortlist viable power generation sites.
• Conducted in-depth fundamental analysis of equities and sectors for a diverse international client base, delivering actionable investment research tailored to client requirements. • Offer strategic business consultancy, helping startups improve efficiency, profitability, and market positioning. • Authored 120+ professional, investor-ready research articles and reports, synthesizing financial statements, industry data, and market trends to inform buy/sell/hold recommendations. • Develop comprehensive business plans and financial models.
• Conducted comparative analysis of Pakistan’s financial sector versus developed markets, identifying high-impact opportunities such as Real Estate Investment Trusts, team recommendation based on my analysis was selected as the top proposal. • Extracted, organised, and analysed monthly economic data to provide senior officials with actionable insights, supporting evidence-based contributions to The Economic Survey of Pakistan.