Farhan Bashir Email & Phone Number

Karachi, Pk

Pakistan

- Founding member and partner at Alpha Beta Core, a boutique investment banking company, focused on corporate finance, transaction advisory, strategy consulting and investment advisory solutions, with a tech-driven approach.

- Managed a team of research analysts for evaluating buy-side opportunities in equity and fixed income markets- Member of the Investment Committee- Coverage of Pakistan Economy and multiple sectors

Pakistan

- Manage a team of Research Analysts to perform buy-side equity research for funds at Lakson Investments- Member of the Investment Committee- Build and maintained model portfolio using research data-driven approach

Pakistan

- Conduct Macroeconomic Analysis and forecasts for the bank- Present economic overview to the Asset Liability Committee of the bank on monthly basis and suggest strategies based on interest rate and forex forecasts. Also performed ALCO's secretarial functions such as preparation and circulation of minutes, action points etc. - Daily updates to Treasury personnel on economic trends - Responsible for executing equity market deals and maintaining portfolio and position blotters-… Show more - Conduct Macroeconomic Analysis and forecasts for the bank- Present economic overview to the Asset Liability Committee of the bank on monthly basis and suggest strategies based on interest rate and forex forecasts. Also performed ALCO's secretarial functions such as preparation and circulation of minutes, action points etc. - Daily updates to Treasury personnel on economic trends - Responsible for executing equity market deals and maintaining portfolio and position blotters- Review and update all Treasury policies, procedures and related documents while monitor compliance - Coordinate with internal and external auditors for matters pertaining to Treasury & Capital Market Group- Coordinate and support Treasury segments for periodic budget and tracking exercise along with BPAs- Coordinate with Market Risk for discussion on limits and mechanism for implementation- Coordinate with different levels of staff and management for specific matters pertaining to Treasury on routine basis- Client visits along with business segment to provide economic insights and key forecasts- Pan-Pakistan branch visits for staff training on Fixed Income SalesTasks performed- Successful implementation of money market trading strategies based on interest rate outlook presented to ALCO- Actively involved in proposals for revival of equity market desks and functions - Successfully presented the case for Margin Trading System to the management, which was subsequently approved and implemented through constant effort- Proposed additional products like ready-future spread transactions as part of initiatives to develop capital market functions- Part of team to monitor Treasury's internal controls, from risk management perspective- Also remained an attendee at Board Risk Management Committee for an interim period for presentation of economic analysis Show less

Karachi

Coverage• Economy• Banks• Refineries• Fertilizer

Key responsibilities• Management of research department for routine activities• Issuance of sell-side research on assigned sectors• Preparation and maintenance of financial modelsCoverage/Insight • Economy• Fertilizer• Cement• TelecomTasks performed• Co-authored Competition Assessment Study on Fertilizer Sector for Competition Commission of Pakistan

Key responsibilities• Management of research department• Corporate Finance• Portfolio advisory for managed accounts• Strategy formulation and internal advisory on corporate restructuringCoverage/Insight • Strategy• Economy• Oil & Gas• Power• AutoTasks performed• Prepared numerous in-house proposals for corporate restructuring/business expansion including incorporation of offshore entity and reengineering through Islamic financial… Show more Key responsibilities• Management of research department• Corporate Finance• Portfolio advisory for managed accounts• Strategy formulation and internal advisory on corporate restructuringCoverage/Insight • Strategy• Economy• Oil & Gas• Power• AutoTasks performed• Prepared numerous in-house proposals for corporate restructuring/business expansion including incorporation of offshore entity and reengineering through Islamic financial vehicle• Developed transaction universe for an offshore Private Equity client• Team member of various corporate finance assignments related to energy and power• Prepared various information memoranda and conducted project evaluations and feasibilities for both Greenfield and operational projects • Brought reforms in research department. Redesigned templates and formats• Delivered various lectures to branch managers / trading staff on fundamental analysis • Real-time trading experience on terminal linked with KATS Show less

Key responsibilities• Accounting for fixed assets (additions, deletions and posting to trial balance)• Posting product / employee expenses and preparation of paymentsTasks performed• Interacted with SAP trainers for migration of Fixed Assets system from BPCS to SAP• Attended training session on ethics• Accompanied external auditors for inventory audits