Rizwan Ansari
Senior Financial Analyst (Portfolio Manager)
Dubai
Summary
Talented Portfolio Manager bringing 7+ years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
7
7
years of professional experience
Work History
Senior Financial Analyst- Portfolio Manager
Daman Investments
11.2023 - Current
- Managed MENA, Sukuk and Balanced Income funds of AUM USD50mn from a fixed income perspective and ensured they aligned with the overall financial goals and followed UCITS guidelines
- Represent investor interests through the full investment cycle, from bonds sourcing, due diligence, acquisition, portfolio construction, active management, and exit
- Coordinated and helped launch an ESG based Fixed Maturity Product 2028 in partnership with Société Generale as the fund manager
- Overall responsibility for the construction, financial management, operation, and financial performance of investment portfolios
- Conducted in-depth analysis of market trends, asset classes and investment opportunities in the MENA and broader EM region
- Support the development and execution of investment strategies, including asset allocation and security selection with names in the fixed income space being the likes of Arabian Centres, Five Holdings and Binghatti
- Prepare and present performance reports and investment recommendations to senior portfolio managers and clients
- Monitor portfolio performance, rebalancing portfolios as needed to optimize returns
- Collaborate with research teams to stay updated on economic developments and market forecasts with key emphasis on looking at sovereign debt sustainability in countries like Egypt, Turkey, Pakistan
- Ensure compliance with regulatory requirements, attend Investment Committee meetings and maintain accurate documentation of portfolio activities.
Analyst- Fixed Income Research
HSBC
03.2022 - 11.2023
- Authored research reports for Emerging Market and Latin American region, commenting on changing supply dynamics in debt markets and trends in bond flows
- Handled Colombia and Chile solely from a fixed income perspective, with respect to bond markets developments, issuance, bond yield forecast, fund flows and thereby identify possible trade ideas
- Analysed monetary policy, economic variables and looked at central banks’ activity to gauge yield curve movement
- Contributed to publications extensively basis financial, economic and political situation of different countries in Latin America
- Worked alongside senior analysts on trade recommendation, sovereign issuance, portfolio flows, and rates priced-in models
- Utilized economic and political analysis to successfully forecast future yield curves shapes and recommended trades
- Developed research tools for analysing value opportunities in various sovereign bond markets, tracking their issuance patterns, analysing debt restructuring, monitoring policy rates and predicting yield curve movements
- Single-handedly worked on an annual report with regards to local and external debt issuance forecast for the last three years in Latin America
- Received quarterly award for research reports on Latin American debt markets, resulting in a substantial increase in publication rate on a y-o-y basis.
Senior Associate- Fixed Income Research
HSBC
06.2019 - 03.2022
- Authored research reports for Emerging Market and Latin American region, commenting on changing supply dynamics in debt markets and trends in bond flows
- Handled Colombia and Chile solely from a fixed income perspective, with respect to bond markets developments, issuance, bond yield forecast, fund flows and thereby identify possible trade ideas
- Analysed monetary policy, economic variables and looked at central banks’ activity to gauge yield curve movement
- Contributed to publications extensively basis financial, economic and political situation of different countries in Latin America
- Worked alongside senior analysts on trade recommendation, sovereign issuance, portfolio flows, and rates priced-in models
- Utilized economic and political analysis to successfully forecast future yield curves shapes and recommended trades
- Developed research tools for analysing value opportunities in various sovereign bond markets, tracking their issuance patterns, analysing debt restructuring, monitoring policy rates and predicting yield curve movements
- Single-handedly worked on an annual report with regards to local and external debt issuance forecast for the last three years in Latin America
- Received quarterly award for research reports on Latin American debt markets, resulting in a substantial increase in publication rate on a y-o-y basis.
Analyst (Quantitative Research- Economics and Fixed Income)
WNS Global Services
07.2017 - 05.2019
- Advisory role for UK asset management firm to evaluate financial instruments, geography for investment and work on macro research
- Managed research agenda: F-score, asset allocation, scenario formation, back-testing, portfolio mix, business cycle
- Developed new models on bond performance, sovereign monitor, supranational bonds, sovereign curves and drive analysis for taking sound business decisions
- Integrated with portfolio management team to provide analysis and research for Fixed income investment process
- Collaborated with portfolio managers and traders in investment process for financial analysis, research and resolving complex problems on a daily basis, ensuring prompt query resolution.
Education
MBA -
BITS Pilani
B.Tech - undefined
University of Pune
XII - undefined
Atomic Energy Junior College, Tarapur
X - undefined
Atomic Energy Central School, Tarapur
Skills
Portfolio Management
Leadership skills
Technical & Analytical skills
Business acumen
Concrete thinking
French language (Basic level)
MS Excel-Advanced Level
Bloomberg
Reuters
Fitch Connect
Data Stream
Visual Basic
Python
Debt Financing
Investment Analysis
Accomplishments
- Secured University rank in Mathematics-3 during the year 2012.
- Selected in University of Pune football team in 2013-14.
- Prepared a roadmap for Kerala Industrial and Technical Consultancy Organisation Limited (KITCO) to diversify its business and enter into Investment banking for SMEs as part of my internship stint in 2016.
Timeline
Senior Financial Analyst- Portfolio Manager
Daman Investments
11.2023 - Current
Analyst- Fixed Income Research
HSBC
03.2022 - 11.2023
Senior Associate- Fixed Income Research
HSBC
06.2019 - 03.2022
Analyst (Quantitative Research- Economics and Fixed Income)
WNS Global Services
07.2017 - 05.2019
MBA -
BITS Pilani
B.Tech - undefined
University of Pune
XII - undefined
Atomic Energy Junior College, Tarapur
X - undefined
Atomic Energy Central School, Tarapur