Maaz Habib

A leading investment advisory firm that specializes in portfolio management of retirement funds and high-net-worth individuals.

• Devised portfolio strategies for institutional clients and high-net-worth individuals (HNWIs), while ensuring effective management of clients' portfolios.
• Conducted performance review meetings to present the performance of funds, and discuss other client-specific queries.
• Performed attribution analysis to analyze the performance of funds.
• Carried out in-depth research on multiple asset classes, financial instruments, and investment avenues.
• Executed equity and fixed-income transactions.
• Actively monitored cash flows, and ensured their timely deployment.
• Performed valuation of equity and fixed-income securities.
• Prepared monthly performance reports through net asset value and time-weighted return models.
• Performed liquidity analysis of the funds.
• Prepared NAV reconciliations.
• Devised asset allocation strategies, followed by the preparation of Investment Policy Statements.
• Inducted new clients and mandates.
• Supervised and trained subordinates, team members.
• Developed strategic plans to enhance departmental efficiency and effectiveness.
• Collaborated with upper management to create long-term business plans.
• Served as the focal point of contact for the clients, while maintaining trustworthy client relationships.

A leading global audit, tax, and advisory services firm.

• Data quality assessment.
• Acquisition of data insights.
• Developing a business strategy.

• Worked with the institute's administration to organize numerous events: concerts, sports festivals, and career counseling events.
• I volunteered to conduct the motivational seminars and sessions held at the institute.
• Worked with the institute's administration to organize numerous events: concerts, sports festivals, and career counseling events.