Managed a global opportunistic portfolio with objective to generate superior risk adjusted returns from tactical asset allocation decisions. Managed active trading and portfolio management in UAE / GCC stock markets for the proprietary book. Prepared asset allocation strategy for the proprietary investments. The process included determination of the risk return profile of the firm, reviewing the outlook of various asset classes and recommending suitable asset allocation by leveraging a quant model. Scanned markets in order to find medium to long term investment opportunities suitable to the firm’s risk reward objectives. Followed global market developments to find and benefit from short term market anomalies which cannot be fundamentally substantiated. Conducted fundamental valuation research on the investment opportunities. Issued regular market strategy notes to the senior management on macroeconomic environment, in-house outlook on asset returns and other markets drivers.

Managed active portfolios in GCC stock markets for the proprietary and listed equity fund’s assets. Conducted fundamental research on the GCC companies to find attractive investment opportunities. The process starts from doing detailed financial modelling and ends at writing research notes with the recommendations on the company. Prepared investment strategies for the clients in the Wealth Management section. The process included preparation of the IPS for the clients and suggesting investment opportunities to the clients in line with their IPSWorked closely with the Private Equity Team on the identification and valuation of the investment oppurtunitiesStructured investments for the Wealth Management clients on bespoke client queries and in house recommendations. Created stock screeners targeted to pick stocks on various themes for short term trading and long term investment. Issued regular market strategy notes to the senior management on macro economic environments and other markets drivers Issued regular and comprehensive reports on the performance of the portfolio

Actively traded, for client and proprietary assets, in the derivatives market by using various quantitative strategiesConducted fundamental valuation research on the Indian companies to find attractive investment opportunities. Monitored the derivative positions of HNI traders for ensuring that margin requirements are complied with. A daily risk assessment report on the HNI traders positions was required to be submitted to the top management

Conducted organic and inorganic revenue decomposition studies of Fortune 100 companies. The analysis involved in-depth study of the annual reports and analyst reports in order to get complete understanding of the growth in company’s revenues.Exhaustively analyzed respective business sector trends in order to determine whether the company has out executed or under executed the market. The analysis required in depth understanding of the company’s product portfolio and determination of the appropriate market against which the performance of the company should be bench marked.Provided research and knowledge support to the client service teams which varied from the analysis of company’s financials to researching the capital markets

Covered various Midcap companies across sectors listed on the Indian Stock exchanges.