Senior Investment Analyst

Ali Rehman

Arlington, TX 682-***-**** adc5i9@r.postjobfree.com

Fully Work Authorized No Visa Sponsorship Required Open to Relocation PROFESSIONAL SUMMARY

Senior Investment Analyst professional with 9+ years of experience in portfolio management, financial modelling and financial research analysis for financial services and AUM companies. Strong track record of internal promotion. KEY SKILLS

Financial reporting

Research analysis

Financial modelling

Financial analysis

Due diligence

Equity valuation

Financial research

U.S. GAAP, IFRS

Team leadership

MS Office Suite (Word, Excel, PowerPoint)

Adv. Excel functions (V Lookup, H Lookup)

Fluent in English and Urdu

PROFESSIONAL EXPERIENCE

Senior Investment Analyst, Shafi Group of Companies, Karachi, Pakistan 01/2016 - 01/2020 World’s leading manufacturer and distributor of Cereal derivatives, specializing in Rice and Tapioca derivatives with strong distribution network covering 60+ countries

Gathered and analyzed data from variety of sources, including company documents and materials, SEC/regulatory filings (annual reports, 10-K’s 10-Q’s, etc.), industry publications, trade shows, and online data services

Carried out extensive performance analytics for 15+ Separately Managed Accounts (SMA) using blend of fundamental and technical analysis tools to generate worth more than USD 15.66 million

Increased YTD annual return of Equity Portfolios by more than 34% in one year by optimization of each scrip’s fundamental growth and investment strategy

Improved research team’s productivity by 60% through companies’ analyst briefings, IPO’s events and investment seminars

Habib Asset Management Limited, Karachi, Pakistan 09/2010 - 12/2015 Financial arm of Bank AL Habib Limited (AA+ rated bank) and mid-sized company and licensed by SECP to provide asset management and investment advisory services

Head of Research 01/2013 - 12/2015

Led team of 3 people offering equity investment services, financial research analysis, Meatastock technical support and analysts briefing programs

Guided team members to introduce fundamental research to pick up long-term and short-term growth stocks leading to 26% increase in company’s equity portfolio

Supported portfolio manager in conducting company analysis and due diligence to build and maintain financial models as directed

Developed partnership and coordination with 30+ retail investors and 20+ corporate investors for purpose of project valuation, investment prospective and information sharing Financial Research Analyst 09/2010 - 12/2012

Supported portfolio manager in conducting company analysis and due diligence to build and maintain financials models as directed

Performed financial and valuation analysis by generating financial models/forecasts and competitive profiles on companies under coverage

Produced monthly Fund Manager’s Reports, Annual and Quarterly reports on fund performance

Summarized the financial statements with portfolio management team to assess securities within investment objectives for retail and institutional portfolios Management Information System, United Bank Limited, Karachi, Pakistan 03/2003 - 08/2006 Among largest commercial banks in Pakistan with 1400+ local and international branches and customer base over 4M

Submitted eCIB reports through internal software CARS (Credit Analysis and Reporting System), tagging financial and non-financial information of Borrower’s profiles through borrowers codes or CNIC Number

Maintained and monitored expired assets valuation and nominated evaluator as approved by PBA (Pakistan Bankers Association) as per bank’s policy

EDUCATION

Master of Science (MSc), Financial Mathematics & Computation, University of Leicester, United Kingdom 2010 Ranked among top universities in field of Mathematics, Finance, Accounting and Business in the UK and region Master of Science (MSc), Applied Mathematics, University of Karachi, Karachi, Pakistan 2004 First in ranking of all public universities in Pakistan Bachelor of Science (BSc), Mathematics & Computer Science, University of Karachi, Karachi, Pakistan 2001 First in ranking of all public universities in Pakistan

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