Fayez Mufti, CFA

Portfolio Manager at NBP Fund Management Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Pakistan, PK
Languages
  • English -
  • Urdu -

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Credentials

  • CFA
    CFA Institute
    May, 2019
    - Nov, 2024

Experience

    • Pakistan
    • Investment Management
    • 300 - 400 Employee
    • Portfolio Manager
      • Jul 2017 - Present

      Advise and Manage investment portfolios of HNW individuals, employee funds, trusts and corporates under different strategies (Asset Allocation, Equity, Fixed Income).with keen focus on CPPI investment strategies. Advise and Manage investment portfolios of HNW individuals, employee funds, trusts and corporates under different strategies (Asset Allocation, Equity, Fixed Income).with keen focus on CPPI investment strategies.

    • Capital Market Analyst
      • Oct 2016 - Jun 2017

    • Assistant Manager
      • Jan 2016 - Sep 2016

      Responsible for:Reviewing credit and investment proposals including but not limited to proposed credit structures, security/collateral, exposure levels and adherence to established policies and guidelines Reviewing and advising on structuring of investment banking transactionsDevelopment of company's policies and procedures and ensuring compliance with the sameMonitoring and mitigation credit, market and liquidity riskSector research, financial modelling and company valuations

    • Associate
      • Apr 2015 - Dec 2015

      Responsible for:Reviewing and advising for structuring of commercial transactionsEstimating Probability/Likelihood of Default and loss given defaultFinancial Analysis of clients for investment purposesMonitoring of company's interest rate risk & price riskConducting Market Risk Committee meeting (Secretary Market Risk Committee)Manage development of reports and presentation for Board Committees & Senior Management for business analysisVariance Analysis

    • Pakistan
    • Advertising Services
    • 100 - 200 Employee
    • Associate Strategy & Planning
      • Sep 2014 - Mar 2015

      Responsible for:Developing Marketing and Communication StrategiesData and Insight MiningAnalyzing Brand Health trackers and conducting market research to continuously suggest improvements Responsible for:Developing Marketing and Communication StrategiesData and Insight MiningAnalyzing Brand Health trackers and conducting market research to continuously suggest improvements

    • Pakistan
    • Higher Education
    • 700 & Above Employee
    • Teaching Assistant
      • Aug 2013 - May 2014

      Instructor's assistant for Principles of Financial Accounting and Business Process Modelling courses at Fall and Spring Semester respectively. Instructor's assistant for Principles of Financial Accounting and Business Process Modelling courses at Fall and Spring Semester respectively.

    • United Kingdom
    • Manufacturing
    • 700 & Above Employee
    • Intern Customer Development
      • Jun 2013 - Aug 2013

      • Analysed the sales pitch given by sales representatives to shopkeepers and highlighted upon areas of improvement. As a further step collaborated with the Marketing team to improve the existing sales pitch. • Scripted, developed and executed Lagun Module (e-training) that educated sales representatives about variants, attributes and store keeping units of new initiatives of Unilever.The e module (Lagun) was 30 minutes long with more than 12 characters and 6 stories. The module also tested what concepts sales representatives were able to grasp from the teachings.

    • Banking
    • 700 & Above Employee
    • Cash Management Internee
      • Jul 2012 - Aug 2012

      • Reconciled Faysal Rapid Cash (remittance program) and removed anomalies that existed • Prepared annual spreadsheet detailing on profits and commission earned by department• Devised a strategy to reduce SSGC billing accounts from more than 100 to mere two • Reconciled Faysal Rapid Cash (remittance program) and removed anomalies that existed • Prepared annual spreadsheet detailing on profits and commission earned by department• Devised a strategy to reduce SSGC billing accounts from more than 100 to mere two

    • Pakistan
    • Retail Office Equipment
    • 100 - 200 Employee
    • Internee Accounts and Finance
      • Dec 2010 - Dec 2010

    • Project Resource
      • Jul 2010 - Aug 2010

      • Planned and provided logistical support on an awareness campaign by Abbot on calcium deficiency • Coordinated with doctors, nutritionist and marketers to execute the campaign in three universities. • Planned and provided logistical support on an awareness campaign by Abbot on calcium deficiency • Coordinated with doctors, nutritionist and marketers to execute the campaign in three universities.

Education

  • Lahore University of Management Sciences
    Bachelor of Science (BSc), Economics
    2010 - 2014
  • Beaconhouse School System
    High School, Economics, Maths, Accounts & Business Studies
    2008 - 2010

Community

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