Bilal Hashmi Email & Phone Number

Pakistan

Karāchi, Sindh, Pakistan

Conducted due diligence on new investment proposals, including business analysis, industry research, competitive analysis, financial modeling, and deal structuring. This effort secured five investments, averaging $1 - $1.5 million each, in Fintech, Health Tech, EdTech, and B2B SaaS startups, collectively employing over 750 professionals.Played a key role in portfolio management by developing strategies, collaborating with founders, and providing board-level representation. This led to successful synergies and notable achievements, such as a portfolio company securing follow-on funding and increasing its post-money valuation by 5.4x.Also supported the Investment Banking team with models and presentations for strategic initiatives, advancing the bank’s goals and enhancing decision-making.Key takeaways include deep insights into venture capital investments, startup dynamics, and a comprehensive understanding of the operations and departmental structure of a commercial bank.

Role involved supporting various verticals, including product and operations. It provided me with valuable insights into how startups operate and adapt.I helped enhance operational readiness by assessing TAG's product portfolio against industry benchmarks and peers. My rigorous User Acceptance Testing played a key role in securing a Pilot license for EMI from the State Bank of Pakistan within one year of receiving In-Principal approval.Additionally, I managed the implementation of 3D Secure technology for our card business, utilizing Agile methodologies for project planning, stakeholder management, and resource allocation. This effort achieved Go-Live status for PayPak (Domestic Payment Scheme by 1 Link) within five months, ensuring compliance with regulatory standards set by the State Bank of Pakistan.Key takeaways from this experience included understanding how startups are managed, the importance of corporate governance, insights into the payments industry and its main players, and an in-depth look at banking operations.

Lake Mary, Florida, United States

At BNY Mellon, I managed Corporate Action events—financial transactions and corporate changes affecting securities, such as dividends and stock splits. I prepared payment files with tax information, collaborating with the cross-border team in Chennai to process $11 million in funds monthly with a <5% error rate.I provided clients with timely updates and insights through Netx360, Pershing Mainframe, and DTCC, boosting client satisfaction scores by 37%. I also volunteered for the Robotic Process Automation (RPA) team, helping test and optimize RPAs, which improved process efficiency by 65% and reduced manual intervention by 50%.Through this experience, I realized the scale and importance of the operations essential to running a large investment bank, which is a crucial component of the financial system.

De Land, Florida, United States

During my final semester at Stetson University, I had the privilege of serving as the Portfolio Manager at the RGIP. In this role, I helped with assessing asset allocation and portfolio construction, ensuring that our strategies aligned with both university and student trustees' objectives.I initiated trades based on fundamental and technical analysis, with trustee approval, and tracked stock movements to identify market inefficiencies.

Deland, Fl

During my time at RGIP, I evaluated our Nvidia Corporation (NVDA) position, validated previous analysts' findings, and presented hold recommendations at two consecutive investment meetings, resulting in a 65% ROI.I also pitched Beyond Meat (BYND) to the RGIP trustees; after approval, the position grew by over 70% as of January 2020, highlighting the importance of identifying disruptive, high-growth companies.In my fixed-income role, I developed a bond swap recommendation that offered a potential benefit of 294 basis points. This involved crafting an interest rate forecast, conducting credit stress tests, and performing a thorough financial analysis.Overall, my experience at RGIP sharpened my analytical skills, deepened my understanding of financial markets, and refined my ability to gather and utilize key information for investment decisions.

Deland, Florida

Managed lab integrity and maintenance, assisting students with Bloomberg terminals and Reuters Eikon. Communicated relevant market and portfolio updates to members and managed illustrations and data tickers on display. Promoted the program through presentations to tour groups, alumni, and students.

Deland, Florida

Tutored student-athletes in foundational Business School courses, including Accounting, Economics, Management, and Business Statistics, while promoting academic success through individualized study strategies.

Deland, Florida

Served as a Resident Assistant, fostering a supportive community by organizing events and activities, enforcing university policies, and providing guidance to students for personal and academic success

Collaborated with Dr. Kwan-Chen Ma to co-write eight equity research articles analyzing the impact of the tariff-induced trade war on various companies. We employed regression models and advanced financial techniques, including DCF, to assess company valuations. The articles garnered up to 25,000 page views and hundreds of comments, allowing me to engage actively with the investment community on Seeking Alpha.

Islamabad, Pakistan

Islamabad, Northern Punajb Rawalpindi, Pakistan

Bachelor Of Business Administration - Bba, Cumulative Gpa: 3.70/4.00

Majors: Economics, & Finance Dean's Honor List

Cambridge O Levels, Gpa: 3.86

Cambridge A Levels, Cgpa 4.00

Math A Economics A Business Studies A