Abbas Haider Zaidi Email & Phone Number

Lahore, Punjab, Pakistan

Lahore, Punjab, Pakistan

Lahore, Punjab, Pakistan

• Develop long-term relationships with clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios.• Setting strategic direction ensuring employees aligned with company goals. • Overseeing the company's operations, finances and ensuring that the company is running efficiently and effectively.• Oversee the company's compliance with regulations and ensure that the company is able to adapt to a changing market.• Recruit and retain top talent, motivating and inspiring employees to achieve their best.• Building and maintaining relationships with the regulators SECP and PMEX.

Lahore, Punjab, Pakistan

• Managing potential investments and selecting the best investments of my funds by allocating assets across different asset classes. • Managing the risk of portfolios by monitoring market conditions and adjusting positions as needed. This includes using stop-loss orders, hedging strategies, and diversification. • Ensure that portfolios should be liquid. Complying a variety of regulations, including governing investment management, securities trading, and anti-money laundering.

Lahore, Punjab, Pakistan

• As financial analyst, conduct research on companies to identify investment opportunities. This includes researching a company's financial statements, industry trends, and competitive landscape.• Make investment recommendations to clients based on fundamental & technical analysis. • Maintaining professional ethics by avoiding conflicts of interest. Guiding to meet the client's investment objectives and risk tolerance.

Lahore, Pakistan

• Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management• Responsible for developing and implementing financing strategies and identifying sources of financing, negotiating terms with banks /lenders, and monitoring debt load.• Maintained relationships with financial institutions by staying up-to-date on company’s financial position. • Developing and implementing financial plans and budgets for the bank. This includes forecasting revenue and expenses, setting targets, and allocating resources.• Managing payments on loans, and ensuring that the company has sufficient cash flow to cover its debt obligations, and negotiating new loans as needed.• Responsible for arrangement of bank financing, negotiating terms with banks /lenders.• Prepare a regular risk profile for debt portfolios and operating and investment budgets of company.

Lahore, Pakistan

• Develop long-term relationships with their clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios• Carry out investment orders by buying and selling stocks, mutual funds and other securities for individual investors and companies • Review financial periodicals, stock reports, business publications and other material, and develop a network within the financial industry to gather relevant information and identify potential investments for clients

Lahore

• Primarily responsible for all risk management & operational matters. o Handling all receivable and payables of clients and institution.o Daily checking of client’s margin and other client’s issue. o Managing exposure regime of Lahore and Karachi Stock Exchange.o Managing funds with Treasury department• Prepared operation and progress reports on regular basis to management. • Worked with internal departments to develop an effective operational program for all employees and managers.• Monitored compliance process taking appropriate steps to improve its effectiveness.• Prepared MIS & Segment Analysis report on monthly basis • Monitored all Capital Market & associated transaction, like Equity Sales desk, Arbitrage, Hedging, Settlement, and Accounts, CDC & Risk Management department.

Lahore, Pakistan

• Started with managing Equity Portfolio of Rs. 20.00 million which enhanced to Rs. 500.00 million.• Started COT/CFS (Badla) investment of Rs. 75.00 Million which enhanced to to Rs. 2,500 million, in both Stock Exchanges. • Recommend management about enhancing or reducing size of Equity & CFS exposures in Stock markets.• Monitored all Capital Market & associated transactions, like Equity Sales, Arbitrage, Hedging, Settlement, and Accounts Department.

Lahore, Pakistan

• Conducting research on companies and securities and analyzing financial statements. • Identifying investment opportunities and develop research reports for making investment recommendations and Communicate to clients.• Analyzing historical price data using Meta stock and Identify patterns in price movements.• Developing trading strategies based on technical analysis and up-to-date on market trends to clients by using technical analysis tools.

Lahore, Pakistan

Feasibility StudiesValuation of SharesDue DiligenceRevaluation of Fixed Assets

Lahore, Pakistan

Feasibility StudiesBank Financing of Various ProjectsRestructuring Sick UnitsValuation of SharesManagement Studies ISO 9000 Implementation

Master Of Science - Ms In Commerce, Finance, General

Master Of Business Administration (Mba), Banking & Finance

Aca Finalist