Jawed Karzai Email & Phone Number

Whitby, Ontario, Canada

Dubai, United Arab Emirates

Lead a team of 6 analysts to manage a portfolio of various assets with a total AUM of 100 million dollarsUtilized specialized software tools and platforms such as Bloomberg Terminal, Fact Set Morningstar, Direct Charles River, IMS e-Front Riskalyze, Advent Portfolio Exchange (APX), BlackRock Aladdin, Portfolio Center by Schwab Advisor Services and SS&C Advent GenevaDeveloped and implemented investment strategies to achieve client’s financial goals and objectivesConducted in-depth research and analysis of potential investments, including equities, fixed income, and alternative assetsUtilized quantitative models and data analysis tools to optimize portfolio performance and minimize riskPrepared investment reports and presentations for clients and senior management.Regularly communicated with clients to provide updates on portfolio performance and address their investment concernsReceived Lipper Fund Award for consistently outperforming peers based on risk-adjusted returnsAchieved an average annual return of 10% for clients over 4 years, outperforming major benchmark indices

Penetrated markets that include individual and corporate communities accomplishing monthly sales revenues between $250,000 and $350,000Expanded sales area and approached new sales territories that helped increase sales by over 30%First sales associate in the company to consistently surpass sales targets for a period of over 16 monthsSuccessfully executed sales, customer service and marketing programs that resulted in capturing 60% referral rate