Financial Analyst Manager

Ambrat Khemani, CFA, MBA, CISI

Senior Investment Analyst Licensed Financial Analyst by Securities & Commodities Authority, UAE. 405, 21st Century Tower, DIFC, UAE +971-**-***-**** adhahy@r.postjobfree.com www.linkedin.com/in/ambratkhemani Professional Summary

I am an enthusiastic, energetic, and hardworking investment analyst with 5+ years of experience, having a successful and consistent track record of achieving alpha returns, along with extensive knowledge of capital markets, including a wide variety of sectors. I try to employ an evidence-based approach to all assignments and experienced in stock picking and making financial models of companies. I am a CFA charter and hold a Master of Business Administration in Finance. Professional Experience

Senior Investment Analyst (August 2019 to Present) MADA FINANCIAL SERVICES LLC, DUBAI, UAE

Constructing multi-asset class portfolios and proposing investment allocation based on investor risk and return objectives.

Preparing detailed reports, models, and presentations for senior management across various sectors.

Supporting the development of new investment / business opportunities by conducting targeted research and providing recommendations.

Keeping up to date with market developments, Asset management industry, global financial markets, and the broader economies.

Making Monthly fund performance review reports for discretionary and non-discretionary clients.

Using Bloomberg’s Portfolio and Risk Analytics solution to systematically analyze and track portfolio risk. Following are some of the Assignments that I have worked on so far:

Conducted detailed analysis of Bond Markets in GCC countries and proposed best ideas available in the GCC bond Market.

Worked with senior management on establishment of multiple family offices services (MFO) in the UAE.

Covered Education sector in UAE and Egypt. Specifically made proposal for clients including detailed financial model and presentation on investment opportunities available in special needs schools’ segment in Egypt.

Assisted analyst in covering Real Estate sector in UAE with focus on establishing a REIT. Head of Research & Investment Committee Member (April 2019 to August 2019) AKD INVESTMENT MANAGEMENT LIMITED

Supervised Research and Fund Management department which comprised of a team of 6 people.

Periodically formulated Equity Portfolio Strategy for AKD Open & Closed end Funds.

Assisted fixed income fund manager in analyzing Term Finance Certificates (TFCs), Sukuks and other fixed income instruments.

Presented and approved recommendations for equity and fixed income portfolios.

Managed discretionary accounts and regularly updated investment strategies of clients by keeping in mind investor return objective and risk tolerance.

Worked with CEO and relevant regulators to launch first ETF in the country.

Assisted compliance department to comply with Anti-Money Laundering and Combating the Financing of Terrorism AML/CFT regulation.

Assisted fund accounting department in managing budget and funds expense ratio.

Assisted risk department in making risk report of equity and fixed income funds.

Assisted business development department in making Asset Allocation investment plan based on risk appetite of investors.

Trained wealth advisors about financial markets. Sr. Investment Analyst & Investment Committee Member (May 2018 to April 2019) AKD INVESTMENT MANAGEMENT LIMITED

Periodically formulated Equity Portfolio Strategy for AKD Open & Closed end Funds.

Presented and approved recommendations for equity and fixed income portfolios.

Carried out extensive financial modeling and valuation (DCF, SOTP and Consolidation).

Managed Discretionary Portfolios and regularly updated investment strategies of clients based on investor Investment Policy Statement (IPS).

Remained cognizant of international and local news flow of all relevant areas and updated wealth advisors in morning meetings.

Formed and maintained relationships with institutional & high net worth individuals (HNWI) and provided them investment recommendations.

Assisted junior analysts in covering portfolio companies.

Conducted investment awareness workshops on different platforms including leading universities and companies. Investment Analyst (Nov 2015 to May 2018)

AKD INVESTMENT MANAGEMENT LIMITED

Created valuation models for AKDIML portfolio companies mainly covered Textile, Banking, Sugar, OMC’s and chemical sector.

Presented recommendations to Investment committee about the potential returns and risks of existing and new portfolio companies.

Assisted CEO and compliance department regarding regulatory compliance for new fund launch. Research Analyst (June 2015 to Oct 2015)

HG MARKETS-HARVEST GROUP

Conducted fundamental and technical Analysis on indices (S&P 500, NASDAQ) commodities (WTI, Brent, Gold, Silver) and major pair of currencies (EUR/USD, USD/JPY, GBP/USD, AUD/USD, USD/CHF, NZD/USD and USD/CAD).

Monitored the impact of major economic events on commodity and FX markets.

Prepared daily morning report and market commentary for traders.

Prepared investment plans and presentation for HNWI.

Trained junior traders about market dynamics.

Intern in Research department (March 2014 to April 2014) ICON CAPITAL (Pvt) Ltd

Prepared daily morning reports.

Carried out technical and fundamental analysis of listed companies.

Prepared investment proposals.

.

Education

CISI, Financial Analyst, Dec 2019 CISI INSTITUTE Major Courses: UAE Financial rules & regulations and Risk in financial services. CFA, June 2018 CFA INSTITUTE

Major Courses: Portfolio management & Wealth Planning, Equity valuation and economics. Master’s in Business Administration, Finance, Dec 2016 SZABIST KARACHI Major Courses: Financial Modeling, Portfolio Management, Corporate Finance and Financial Markets Institution. Bachelor’s in Business Administration, Finance, June 2015 SZABIST KARACHI Major Courses: Treasury & Fund Management, Investment Banking, Security Analysis, Financial Risk Management and Financial Reporting & Analysis.

Technical Proficiencies

Bloomberg Terminal User (Completed Bloomberg Market Concepts certificate)

Certified Microsoft Excel Professional

Contact this candidate