Morty Mir Email & Phone Number

London, England, United Kingdom

Tehran, Iran

• Created web-based client risk assessment questionnaire based on CFA standards to gauge client risk and investment temperament. Reported results to PM for portfolio implementation.
• Led multidisciplinary team in creating online tools to increase client engagement and enhance investment experience, including three behavioural tests and an investment calculator.
• Carried out competitor research, built their financial and business models.
• Responsible for recruitment strategy of the firm.
• Collaborated with board in formulating firm’s business model and designed and executed firm´s branding and marketing strategy accordingly.
• Developed firm´s brand book and digital marketing funnel including Ads, website and digital media channels.

Tehran, Iran

• Led team in publishing sell side research reports on industries and macroeconomy.
• Led a multidisciplinary team in creating the company's SEO optimised website.
• Produced Charisma holding´s tenth anniversary short film via internal and external collaboration.
• Led team to create Charisma Holdings’ corporate pitch book introducing financial services provided by all subsidiaries. Created separate pitch books for each of the five subsidiaries.
• Led team to create multimedia content introducing Kaman Private Equity Fund, the underwriting of which raised $50m from institutional investors. Included webpages, short animations and print material (KIID and brochure).

Tehran, Tehran Province, Iran

• Helped handful of clients weather a decade of financial turmoil; placed hedges against hyperinflation and currency devaluation, built multi-asset class portfolios, geared portfolios to client liquidity requirements.
• Interviewed clients to ascertain their life goals and risk temperament, ensuring their portfolios would help them achieve their goals.

Tehran, Iran

• Advised EU and North American clients on Iran’s investment landscape as the nuclear deal between Iran and UN Security Council members spurred interest.
• Researched ownership structure of major players in Iranian securities markets and created an interactive excel model to track changes.
• Linked foreign investors to local financial services firms and businessmen.

Tehran, Iran

- Wrote and reported on banking, insurance, financial services and securities markets for our paper as its lead business reporter. Published well over 100 articles.- Covered international conferences and interviewed key industry people.- Editted the paper’s banking and international economy pages for brief periods as the paper’s needs arose.

Tehran, Iran

- Traded currency majors during London hours. Used charts and fundamentals in conjunction to generate short term trading ideas.

Tehran

- Worked in National Iranian Refining and Distribution Company's Financial Controls department. - Processed and documented foreign and domestic payments and transactions. Liaised between various offices of the department.

Master'S Degree, Finance, General, Distinction

Activities and Societies: Graduate College Lancaster Investment and Finance Society Ghosal Investment FundDissertation on Quantitative.

Master Of Business Administration - Mba, Marketing, A+

Marketing, Sales, Economics, HR, Strategy, Principles of Management,

Bachelor Of Science (B.Sc.), Financial Management

Activities and Societies: Student Society for Finance

Aircraft Pilot (Private)

Have logged over 40 hours of flight with a twin seater.