Haris Saeed Email and Phone Number

• Developing and implementing customized financial plans and asset allocation proposals for new and existing clients based on individual risk and return profiles. • Responsible for tailored Institutional and UHNW client performance reporting, incorporating multiple financial tools. • Monitoring client portfolios and performance against their Investment Policy Summaries and related market performance benchmarks. • Engaging with Investment Managers throughout the industry to identify opportunities aligned with internal portfolio performance and allocation targets. • Conducting market and investment research to monitor portfolio macro fundamentals, future trends and formulating potential investment avenues including Equity, Fixed Income and Alternative Investments (Private Equity, Private Credit, REITS etc.) • Participating in client meetings providing market and performance analysis. • Working on business development and marketing strategies for onboarding prospective clients and showcasing the Graystone Unit specialties and offerings. • Coordinating with the technical, client servicing and compliance teams across the firm for client deliverables.

• Responsible for capital market development focusing primarily on increasing listings of both equity and debt on the Exchange.• Tasked with relationship building with all stakeholders in the industry including potential corporates for listing, brokerage firms, investment banks, investment firms, chambers of commerce, trade bodies and associations, and the apex regulator.• Introduced a suite of corporate services for current and potential listed companies to offer analytical tools, media and marketing services, awareness sessions, and training and development workshops and seminars, offered by both internal and third party partners.• Successfully revamped and created website section pertaining to all currently listed and future listed companies for information gathering and dissemination, processes, resources and tools and query submissions.• Conducted intensive research on the challenges and obstacles hampering PSX’s performance compared to regional peers and working continuously on addressing and improving all practices and offerings.• Introduced the Corporate Analyst Briefing program to increase investor awareness, both locally and abroad, of financial performance of listed companies.• Working diligently on activating the SME Board of the Exchange, in terms of product development, regulatory improvements, public perception, benefits etc.• Responsible for Sustainable Development Goals (SDG) adoption, reporting and development by the listed companies of the Exchange.

Obligations and contributions:• Buy-side equity investment analyst focusing majorly on the KSE100 Index, providing support to the equity desk in the Treasury department. • Responsible for active coverage and valuation for industry specific stocks. Sectors under coverage include power, textiles, food, chemicals and the steel industry. • Responsible for daily soft coverage of the domestic economy and tracking international commodity fundamentals.• Ran initial investment evaluations for IPO’s for Loads Limited, Roshan Packages and Ittefaq Industries.• Equity fund size – PKR 20 billion (USD 200 million) managed by Head of Equities.

Obligations and contributions:• Tracked and reconciled production and payment patterns for Key Producing Accounts and formed appropriate credit policies. • Developed personal relations with all active clients and verified their viability through known suppliers.• Trained and managed the invoicing team for specific documentation and logistical requirements for each client.• Achieved an average AR clearance of 60 days with 200 active Corporate Clients and an average PM (unauthorized credit) clearance of 10 days.• Restricted AR bad debts to an estimated 1/3 percent by keeping active knowledge of defaulters in the market and reporting to the management. • Contributed on annual budget assessment and assisted in forecasting required revenue to achieve maximum profitability.

Obligations:•Managed company daily expenses and petty cash, and assisted in employee payroll activities.•Reconciled and verified all accounting and financial statements for internal and external audit.•Assisted in project management for the British Petroleum (BP) and United Energy Pakistan (UEP) accounts.•Tracked daily cost for allotted project budget and monitored project task completion to maintain budgets.

Internee with Client Services and Creatives:•Participated in idea generation, graphic deign, brand and identity development towards the Mobilink Telecommunications re-launch campaign of 2012.•Assisted in various team marketing promotions for Muslim Commercial Bank (MCB).

Internee in the Finance Department and Distribution Division:•Participated in internal audit team, learning task distribution and time management.•Assisted in assessment of banks final accounting reports for external audit.•Assisted in customer relations at floor level, gaining knowledge of daily operations.

Internee in Finance Department:•Analyzed and verified financial books and statements.•Assisted in audit policy review of money exchange business units.