Aqib Merchant, FIA

Senior Manager at Russell Investments
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • Urdu Native or bilingual proficiency
  • English Full professional proficiency

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5.0

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Hayley Smith

Aqib was very professional in his role as International Student Ambassador whilst a student at the University of East Anglia. He often went over and above the expectations of the role and was always suggesting ways to increase awareness of the University and different ways to work within the market he represented. Aqib is a friendly and trustworthy employee and we are happy to still be in touch with him via our Alumni network

Antony Jackson, CFA

Aqib is in the top tier of students in my Financial Economics module, which is accredited by the Institute of Actuaries for their CT8 subject. He performed well in course work, as well as examinations and was an active participant in lectures and seminars. I wholeheartedly recommend him for investment consultancy roles.

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Credentials

  • Certificate in ESG Investing
    CFA Institute
    Feb, 2022
    - Nov, 2024
  • Fellow of the Institute and Faculty of Actuaries
    Institute and Faculty of Actuaries

Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Manager
      • Mar 2023 - Present

    • Manager
      • Aug 2021 - Mar 2023

    • United Kingdom
    • Financial Services
    • 500 - 600 Employee
    • Manager
      • Apr 2021 - Aug 2021

      Manager in the Investment Advisory team at Isio

    • Investment Consultant
      • Mar 2020 - Apr 2021

    • United Kingdom
    • Accounting
    • 700 & Above Employee
    • Investment Consultant
      • Oct 2019 - Mar 2020

    • Assistant Manager
      • Feb 2018 - Oct 2019

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior Actuarial Consultant
      • Oct 2017 - Feb 2018

    • Actuarial Consultant
      • Sep 2015 - Sep 2017

    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • International Student Ambassador
      • Oct 2014 - Aug 2015

      • Promoted the University in the assigned country/region (Pakistan). • Assisted International students and consultants during campus visits and admissions process. • Updating and maintaining the University Social Media page for Pakistan (Twitter and Facebook). • Wrote blogs for the International Student Ambassador Page • Promoted the University in the assigned country/region (Pakistan). • Assisted International students and consultants during campus visits and admissions process. • Updating and maintaining the University Social Media page for Pakistan (Twitter and Facebook). • Wrote blogs for the International Student Ambassador Page

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Actuarial Sandwich Year Student
      • Jun 2013 - Sep 2014

      • Executing a series of regular tasks involving use of complex Excel spreadsheets with macros, and other company-based applications. • Calculating monthly reinsurance payments and process improvements. • Solving queries relating to with profits annuities and other products, of an actuarial nature. • Involved in the bonus setting process resulting in the annual declaration. • Conducting investigations for breaches, calculating and solving them. • Executing a series of regular tasks involving use of complex Excel spreadsheets with macros, and other company-based applications. • Calculating monthly reinsurance payments and process improvements. • Solving queries relating to with profits annuities and other products, of an actuarial nature. • Involved in the bonus setting process resulting in the annual declaration. • Conducting investigations for breaches, calculating and solving them.

    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Student Careers Ambassador
      • Sep 2012 - Jun 2013

      Marketing for the Careers Centre and helping in managing careers events. Creating awareness among students relating to careers services and building bridges for them to access these services. One of the major tasks involved doing research regarding student responses to career events and marketing. Marketing for the Careers Centre and helping in managing careers events. Creating awareness among students relating to careers services and building bridges for them to access these services. One of the major tasks involved doing research regarding student responses to career events and marketing.

    • Student Warden
      • Sep 2012 - May 2013

      • Helping the students to settle into a new environment • Organising events ranging from sports to socials to create an entertaining student experience. • Helping the students to settle into a new environment • Organising events ranging from sports to socials to create an entertaining student experience.

    • Pakistan
    • Hospitals and Health Care
    • 700 & Above Employee
    • Audit Assistant- Volunteer
      • Jun 2009 - Aug 2009

      Improving the system of recording vouchers and tracking back old logs and ensuring reliability. Analysing Purchase Policy also trying to understand the loop holes Helping Auditors to carry out surprise cash counts Improving the system of recording vouchers and tracking back old logs and ensuring reliability. Analysing Purchase Policy also trying to understand the loop holes Helping Auditors to carry out surprise cash counts

Education

  • University of East Anglia (UEA)
    Bachelor of Science (BSc), Actuarial Science with a Year in Industry
    2011 - 2015
  • Karachi Grammar School
    A Levels, Mathematics Accounts
    2008 - 2010
  • Foundation Public School
    O Levels, Mathematics, Sciences, Social Sciences.
    1995 - 2008

Community

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