Muhit Bin Farhad Email & Phone Number

Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, On, Canada

♣ Analyzed the trend of Funds’ return and communicated the findings in an efficient manner, which contributed 16.7% growth in Asset Under Management (AUM) of the firm.♣ Maintained and coordinated day-to-day operational relationships with stakeholders along with high-net-worth investors.♣ Analyzed investment proposals and opportunities; kept the management updated with recent market developments and governance policies. Leveraged internal learning management system to monitor regulatory policy and procedure changes.♣ Prepared and implemented new policies for the operational team, improving work efficiency and accountability.♣ Introduced two new reports, which included detail-oriented analysis of all open-ended as well as closed-end mutual funds.♣ Generated compliance reports for regulatory bodies; monitored the Funds’ performances within stated regulatory policy.♣ Built client loyalty by providing an exceptional customer experience through delivering trusted advice, which resulted in consolidation of assets; earned referrals from clients and friends.♣ Prepared reports to comply with Anti-Money Laundering Prevention Act and corresponded with Central Bank.♣ Reported on performance indicators, identified areas of improvement and outlined the approach to that improvement.

Facilitated quantitative research on target companies, leveraging annual reports, periodicals and journals; provided recommendations to management on investment strategy, three of which returned with more than 110% profit♣ Played a vital role in designing and launching a mutual fund ‘Reliance One: The First Scheme of Reliance Insurance Mutual Fund’. The current market capitalization of the Fund is over $11M.♣ Carried out portfolio operations and prepared periodic reports for regulators, unitholders, and prospective clients. Prepared the annual Accounts of Funds, reconciled with the accounts department, and prepared for auditing by the regulators.♣ Developed and implemented strategies to maximize revenues, and worked closely with the internal and external center of influence to generate business in order to grow the book. Proactively established, developed and maintained strong client relationships through regular contact and by providing timely, value-added information, advice and recommendations.

Generated company investment reports and facilitated sector-specific research; presented finding to senior management. Helped launch a mutual fund ‘Grameen One: Scheme Two” with an asset base of more than $56M♣ Prepared and provided Net Asset Value Statements and other financial reports to Regulatory Bodies and Stock Exchanges.♣ Communicated with other high net worth institutional investors to address their queries.♣ Improved time for preparing of statements by over 20% with the help of macros and Vlookup functions.♣ Identified and resolved complex transactional financial discrepancies, and recommended strategic solutions.

• Prepared and updated company & industry specific database while being a team member of five• Contributed towards preparing weekly online bulletin on Bangladesh’s capital market• Assisted in doing equity research, bond valuation and in making investment proposals• Justified stock price through fundamental and technical analysis

Canadian Securities Course, Investments And Securities

Professional Excellence In Financial Services

Mba, Finance

Bba, Finance

Higher Secondary Certificate (Hsc), Business Studies

Secondary School Certificate (Ssc), Business Studies