Muhammad Yasir, Cfa Email & Phone Number

Saudi Arabia

Riyadh, Saudi Arabia

• Conducted in-depth performance attribution analysis and valuation of a SAR 40 billion KSA renewed endowment fund. Identified key performance drivers, assessed investment manager effectiveness, and provided recommendations to optimize asset allocation and risk management.• Undertook a comprehensive investment performance evaluation of a SAR 10 billion KSA asset management company. Analyzed portfolio composition, risk profile, and returns against benchmarks to assess investment strategy… Show more • Conducted in-depth performance attribution analysis and valuation of a SAR 40 billion KSA renewed endowment fund. Identified key performance drivers, assessed investment manager effectiveness, and provided recommendations to optimize asset allocation and risk management.• Undertook a comprehensive investment performance evaluation of a SAR 10 billion KSA asset management company. Analyzed portfolio composition, risk profile, and returns against benchmarks to assess investment strategy efficacy and identify areas for improvement.• Performed a rigorous investment policy statement review for a KSA-based water and technology sector client. Identified alignment with investment objectives, risk tolerance, and regulatory compliance. Developed recommendations to enhance portfolio diversification and risk mitigation.• Led financial due diligence processes for multiple IPO-bound companies across various sectors. Assessed financial health, operating performance, and compliance with listing requirements. Identified potential risks and opportunities for investors.• Executed business valuations for a healthcare company and an IT sector software testing company, both based in KSA. Utilized discounted cash flow, comparable company, and comparable transaction multiple valuation methodologies to determine fair market values.• Developed sophisticated financial models for educational and healthcare institutions. Analyzed complex financial structures, projected cash flows, and assessed the impact of various scenarios on financial performance. Supported strategic decision-making processes, including mergers and acquisitions. Show less

Karāchi, Sindh, Pakistan

Investment Portfolio Manager:• Successfully managed a $20 million (PKR 5 billion) portfolio across seven pension funds, generating an average annual alpha of 150 basis points over the benchmark index and exceeding the pension funds' respective return objectives by an average of 200 basis points.• Implemented a comprehensive asset allocation strategy that reduced portfolio volatility by 10% while maintaining target returns.• Employed factor-based investing principles to construct… Show more Investment Portfolio Manager:• Successfully managed a $20 million (PKR 5 billion) portfolio across seven pension funds, generating an average annual alpha of 150 basis points over the benchmark index and exceeding the pension funds' respective return objectives by an average of 200 basis points.• Implemented a comprehensive asset allocation strategy that reduced portfolio volatility by 10% while maintaining target returns.• Employed factor-based investing principles to construct portfolios with an information ratio of 0.6.Risk Management• Developed and implemented robust risk management frameworks that reduced portfolio downside risk by 15% as measured by VaR.• Actively monitored market conditions and implemented portfolio adjustments that avoided losses of 500bps during market downturns.Performance Attribution and Evaluation• Employed performance attribution analysis to identify that 50bps of portfolio returns were due to stock selection and 100bps were due to asset allocation.• Monitored portfolio performance against relevant benchmarks and Identified and eliminated underperforming positions, representing 20% of the portfolio, leading to a 100 basis point improvement in risk-adjusted returns..Operational Efficiency and Process Improvement:• Showcase contributions to operational efficiency: Streamlined investment processes, reducing operational costs by 200bps."• Optimizing trade execution: Analyzing trade execution costs and implementing strategies to minimize slippage and market impact can improve overall performance and reduce costs.• Negotiating better rates: Obtaining discounts on brokerage fees, custodial fees, or other expenses can lead to substantial cost savings.• Strengthened control environment: Developed and implemented KPIs to monitor portfolio performance more effectively, resulting in improved decision-making or risk managementManager Selection and Onboarding: The Discretionary and non-discretionary Mandate Show less

Karachi, Pakistan

As Treasury Analyst responsible for the followings:• Debt Financingo Identified and evaluated available debt financing facilities.o Negotiated short/long-term financing with banks at competitive rates.o Optimized banking facilities to minimize funding costs.o Handled foreign currency settlements and negotiated rates.• Liquidity Managemento Met working capital requirements.o Monitored liquidity position and cash flow forecast.o Ensured adequate bank line… Show more As Treasury Analyst responsible for the followings:• Debt Financingo Identified and evaluated available debt financing facilities.o Negotiated short/long-term financing with banks at competitive rates.o Optimized banking facilities to minimize funding costs.o Handled foreign currency settlements and negotiated rates.• Liquidity Managemento Met working capital requirements.o Monitored liquidity position and cash flow forecast.o Ensured adequate bank line availability.o Placed surplus funds in optimal avenues through opportunity cost analysis.• Risk Managemento Assessed foreign currency exposure.o Monitored WACC movement.o Managed exposure across different bank facilities.Prepare below reports: Pension funds contributions. Funds include Provident Fund, Gratuity Fund, Pension Defined Contribution and Defined Benefit Fund.Prepare liabilities accounts of these funds. Prepare Members accounts of Sharia’h, VPS, and Conventional members. Prepare staff cost, remuneration statement of Key management staff and deferred liabilities accounts.Assist in the payment of management staff payroll activates via SAPKey Achievements:Launching of one click Full and Final Settlement process through SAPProvident Fund Loan process automationLaunching of single click bank details change Show less

Karachi, Pakistan

Head Office Karachi

Assist in Managing Investment Portfolio

Pakistan

Cfa, Finance And Financial Management Services, Passed

Activities and Societies: Passed CFA Level III Exam

Master Of Business Administration (M.B.A.), Finance, Cgpa3.36

Activities and Societies: Attended several seminars regarding career growth, career counseling and entrepreneurship such as: •.