Manager Management
Resume:
Zul Mawardi
Wangsa Ukay, Bkt Antarabangsa
abnl8f@r.postjobfree.com
Career Profile :
Awards winning and licensed equity portfolio manager offering 14 years of working experience in fund
management industry. Results-focused with proven track record in implementing and executing strategies, and
turning around ailing portfolios. Talent for proactive approach in addressing problems that pertain to investment
decision making given creditable aptitude in both fundamental and quantitative skills. Aspires to secure senior
level position in respectable financial institution that embraces a culture that encourages pride in both
organisational and personal accomplishments.
Management Philosophy :
Financial markets move more swiftly today and with greater volatility than ever before. Being
positioned behind the curve could be devastating to asset portfolios. Achieving an understanding of
trends and emerging economic conditions before they manifest can only be accomplished by having
access to clear information and keen insight. Also, knowing what to offer to clients, and achieving
adequate investment returns are a perennial test and there have seldom been easy answers that work in
every situation.
Accomplishments :
Portfolio strategy and management
• Directed investment decisions on local equity investment activities and building up strategies
on asset allocation, portfolio construction and stock selection.
• Managed investment portfolios with different mandates and investment objectives, and
catapulting the funds performance to the desired levels.
• Awarded Standard & Poor Performance award for managing Islamic ASNITA and Avenue
Syariah Funds in 2005. The performance of the two funds improved from the lowest to the
highest quartile.
• Registered an average portfolio TWRR returns of 50% and 40% since inception and YTD.
Investment process improvement
• Provided advice and strategies to the CEO in the formulation and implementation of investment policies
and strategies for local and regional equities. This entails mandate and model portfolio construction, asset
allocation, stock selection and portfolio re-balancing, and attribution analysis.
• Implemented back office structure for compliance, settlement, monitoring, control and reporting.
• Managed and examined portfolios for compatibility with investor’s desired risk and return profile.
• Developed in-house corporate ranking, quantitative investment database and secondary research.
Career History :
Equities Strategist / Investment Manager, KAF Fund Management, Present
Provide advice and strategies to the CEO in the implementation of investment policies and strategies for propriety
portfolio. Also responsible for directing investment decisions on local equity investment activities and building up
strategies on asset allocation, portfolio construction and stock selection.
• Model portfolio
• Asset allocation
• Stock selection
• Portfolio rebalancing
• Attribution and performance analysis
Develop in-house corporate ranking, quantitative investment database and secondary research. Has so far registered
an average portfolio TWRR returns of 50% and 40% since inception and YTD.
Also responsible to prospect and qualify potential clients. Currently, working with the sales team in building a
relationship with a semi-government organisation with sizeable funds, profiling the organisation’s investment needs
and objectives before manufacturing a formal investment proposals for its board.
Chief Investment Officer, Capital Intelligent Asset Managers, May 2070 – August 2008
Provided advice and strategies to the CEO in the formulation and implementation of investment policies and
strategies for local and regional equities.
• Mandate construction
• Model portfolio
• Asset allocation
• Stock selection
• Portfolio rebalancing
Managed and examined portfolios for compatibility with investor’s desired risk and return profile.
• Risk management, measurement and compliance
• Performance measurement and attribution
Developed in-house corporate ranking, quantitative investment database and secondary research. Provided advice to
the implementation of back office structure for compliance, settlement, monitoring, control and reporting.
Senior Portfolio Manager - Local and Regional Equities, CIMB Private Banking, March 2006 –
April 2007
Was responsible for directing investment decisions on local equity investment activities and building
up strategies on asset allocation, portfolio construction and stock selection.
Advised CIMB Private Banking Financial Advisors on weekly basis on matters relating to equity investment and
market momentum; helping them make decisions on equity investment and build healthy portfolios within their
clients risk parameter.
Other responsibilities in brief:
• maintain quantitative stock database for screening process
• attend company visits where necessary
• provide secondary research on selected companies & regional IPO’s.
Portfolio Manager, Avenue Invest, June 1997 – December 2005
Managed 2 discretionary equity syariah unit trust funds – Amanah Saham Wanita, ASNITA, and Avenue Syariah
Extra Fund, with total fund size of RM180 million.
• Since taking over the management of the aforesaid syariah-mandated portfolios, the funds’ performance
has catapulted from the bottom quartile to top quartile.
• Avenue Syariah Extra Fund won Standard&Poor 1-year Islamic Balanced Fund Award for 2005. And 5-
year award.
• Was also responsible for the maintenance of investment database and stock screening exercise, whose
output serves as preliminary cues for stock selection.
Co-managed fixed income portfolios with fund size of approximately RM200million. This function gave the
exposure on:
• MGS’, corporate bonds, CP’s
• Credit analysis
• Fixed Income Analysis
Education :
Bachelor of Science
University of Illinois at Urbana-Champaign, 1990
Statistics, with High Distinction
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