Irfan Abdali Email & Phone Number

London, England, United Kingdom

London, England, United Kingdom

London, England, United Kingdom

London, England, United Kingdom

78 St. James Street

HSBC Global Portfolio Analytics & Design (GPAD)

London, United Kingdom

London, United Kingdom

• Fund Manager Research and Fund Universe Screening & Peer Group Analysis using Morningstar and Lipper IM• Calculation, consolidation and reporting of performance (returns & attribution) and risk measures of Unit Trust & SICAVs range Funds managed by all the BNY Mellon IM subsidiaries• Preparation & Dissemination of Market Sensitive Information i.e. Earnings Calls• Managing Relationship with BNY Mellon affiliates, External Data Vendors and on-shore and off-shore teams• Oversight & Sign-off tasks completed by off-shore teams• Managing the business of KIIDs reporting

• Successfully design & develop performance attribution & risk (VaR) reports for equity and fixed income portfolios and for Sovereign Wealth Funds using StatPro Performance Systems• Strong oversight experience of StatPro Composite System enabling clients to comply with the GIPS• Oversight of daily and monthly VaR, Stress Test, and Scenario Analysis reports of equity & FI portfolios enabling clients to comply with AIFMD• Managed Factsheets production business for Institutional & Retail clients in EMEA and North America• Data enhancing & data integrity skills and setting up and re balancing customized benchmarks• Effective project management skills including project plans, milestones and RAG status• Leading the delivery of change projects with particular emphasis on performance analysis and leveraging the business knowledge• Document business requirements after consulting internal stakeholders and managing expectations. Provide post implementation support and training to the team members• Maintain RFC log & KPIs and providing inputs for RFP• Manage relationships with portfolio managers, product specialists and client service administrators• Vendor management and recommend vital business decisions related to the factsheets production

• Proactively managed external fund NAV valuation team• Oversight of daily & monthly investment accounting of OEIC, Unit Trust, & property funds, undertake the quality assurance of the work to ensure that errors are minimized• Calculate unit pricing error impact and prepare NAV correction report • Attend department level meetings and discuss KPIs & MIs • Monitored and advised on the fund launch, closure and conversion• Monitor vendor performance and suggest vital decisions• Hold one-to-one meeting with each team member and discuss annual goals• Conduct interviews with senior manager to hire new staff and laid out training schedule

Glasgow, United Kingdom

Cipm

Certificate in Investment Performance Measurement

Master Of Business Administration (M.B.A.)

Msc In Business And Management

Investment Management Certificate (Imc)

Ioc