Narges Khalili
Associate at Optimize Wealth Management- Claim this Profile
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Topline Score
Bio
Credentials
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CFA - LEVEL I
CFA InstituteJul, 2021- Nov, 2024 -
Introduction to Programming Using Python
Tehran Institute of TechnologyJan, 2020- Nov, 2024 -
Financial Statement Analysis
Sharif Financial & Investment Management GroupJan, 2019- Nov, 2024 -
Introduction to Project Management Body of Knowledge
Sharif Financial & Investment Management GroupJan, 2019- Nov, 2024 -
Bloomberg Market Concepts - Overall 95%
Bloomberg LPMar, 2018- Nov, 2024 -
Introduction to Gold Market Analysis
Sharif Financial & Investment Management GroupJan, 2018- Nov, 2024
Experience
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Optimize Wealth Management
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Canada
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Financial Services
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100 - 200 Employee
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Associate
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Nov 2022 - Present
By introducing Canadians and their families, as well as foundations and other not-for-profit organizations, to Optimize's discretionary wealth management services and portfolio management team, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Optimize Wealth Management is one of Canada’s leading investment management firms whose affiliated teams are recognized throughout the industry as thought leaders and impact setters. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service. Show less
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AMAJ Capital Company
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Tehran, Iran
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Investment Analyst
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Aug 2021 - Jul 2022
AMAJ Capital Company is an alternative investment company that actively invests in private equities in various industries. Main Responsibilities: • Assisted in equity research tasks using companies’ valuation and financial modeling approaches. • Contributed to the identification of new investment opportunities based on fundamental, industry, sector, ratio, competitive, and risk analysis. • Created investment presentations and assisted in the due diligence process on targeted companies. • Contributed to the preparation of AMAJ private equity Investment Policy Statement. Show less
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MIDHCO
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Mining
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100 - 200 Employee
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Financial Analyst
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May 2019 - Jul 2020
MIDHCO Holding is a leading public joint company specialized in the mining and mineral industry. Main Responsibilities • Supported the Risk Management Team in the preparation of the Enterprise Risk Management (ERM) framework for the parent company. • Assisted in the capital restructuring project for two of the subsidiaries through equity valuation and issuance. • Took part in the fundraising process by participating in the investment relationship meetings. • Supported the team in the preparation of corporate governance documentations for the parent company. Show less
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Saff-Rosemond Co. Ltd.
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Iraq
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Oil and Gas
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1 - 100 Employee
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Financial Analyst
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Dec 2018 - Mar 2019
SAFF Group is a private joint company Iranian EPC Contractor in Oil, Gas & Petrochemical industries. RADHA as a subsidiary mostly performed in business valuation and quantifying economic loss. Main Responsibilities: • Performed financial statement analysis on several petrochemical companies. • Assisted the corporate finance team in completing feasibility studies on targeted projects using NPV and IRR approaches. • Participated in the data collection process to develop financial forecasting models on the underlying companies. Show less
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Education
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2017 - 2018
Queen Mary University of London
Master of Science - MSc., Investment and Finance -
2012 - 2016
Shahid Beheshti University
Bachelor's degree, Financial Management
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