Financial Analyst Corporate Finance

Mohsen Beheshti Namdar

*.*.**********@*****.***

Professional Summary

Investment Manager with 10 years of experience in the Tehran Stock Exchange and 7 years specializing in fixed income funds portfolio management. Currently managing a fund with over

$225 million USD in assets, delivering an effective annual return of approximately 26%, aligned with Iran’s economic conditions. Expert in fixed income securities valuation, portfolio optimization, and maximizing investor returns. Proven ability to analyze financial statements and design investment strategies that achieve consistent profitability. Work Experience

Fixed Income Fund Portfolio Manager

Charisma Asset Management Company — Tehran, Iran

October 2021 – Present

• Manage a fixed income fund (“Kara”) with an effective annual return of 25.8%.

• Construct and optimize a portfolio composed of 40% bank deposits and 60% fixed income securities including government bonds, treasury bills, corporate bonds, and municipal bonds.

• Responsible for asset allocation strategies to maximize returns and ensure fund stability. Investment Manager & Financial Analyst

Bank Day Brokerage / Refah Bank Brokerage / Maskan Bank Capital Supply — Tehran, Iran April 2013 – September 2021

• Analyzed financial statements of Tehran Stock Exchange-listed companies to provide actionable investment recommendations.

• Managed fixed income securities portfolios and structured bond issuance plans.

• Collaborated with investment teams to optimize asset allocation and risk management. Education

Master of Financial Engineering & Risk Management

Parandak University — Tehran, Iran

September 2013 – January 2016

Bachelor of Industrial Engineering (Systems Analysis)

[Public University Name] — Tehran, Iran

Skills

• Financial Statement Analysis

• Financial Ratios Calculation

• Fixed Income Securities Valuation & Effective Yield Calculation

• Stock and Bond Valuation

• Portfolio Construction & Management

• Investment Fund Management

• Issuance and Trading of Fixed Income Securities (Coupon & Zero Coupon Bonds)

• dvanced Microsoft Excel (Pivot Tables, Macros, VBA)

• - Basic Python for data analysis and scripting

• - Familiarity with financial modeling software

• - Knowledge of data visualization tools (PowerBI, Tableau) – currently learning Certifications

• Capital Market Principles Certificate

• Securities Trading

• Commodity Exchange Trading

• Energy Exchange

Volunteer Work

• Financial Analyst and Fixed Income Fund Portfolio Manager in banks, brokerages, investment banks, and asset management companies.

• Experience in calculating bank facilities and loan rates, securities trading, and life insurance design.

Additional Information

• Familiarity with derivatives, options, swaps, and futures contracts from academic training.

• Interested in expanding practical experience in derivatives trading. Personal Note

My greatest achievement is my two children:

• Mehrsam Beheshti Namdar (2018)

• My second child, born on November 22, 2024

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