Raza Inam, CFA
Head of Research at MCB Arif Habib Savings & Investments- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA) Charterholder
CFA InstituteAug, 2017- Nov, 2024
Experience
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MCB-Arif Habib Savings & Investments
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Pakistan
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Investment Management
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1 - 100 Employee
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Head of Research
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Aug 2021 - Present
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HBL Asset Management Limited
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Pakistan
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Financial Services
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200 - 300 Employee
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Acting Head of Research
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Jan 2020 - Aug 2021
• Leading the research team comprising of three analysts and one database manager.• Maintain coverage of 50+ companies and all major sectors of KSE-100. • Cover Economy in detail and provide view on macroeconomic variables to the investment Committee.• Voting member of the investment committees of all investment plans and funds (equity, fixed income and balanced funds) with cumulative average AUM of PKR65 bn.• Advise Investment Committee with regards to sector allocation and stock selection. Pitch alpha generating ideas to augment returns.• Support other departments mainly for sales/ business development presentations.• Ensure timely completion of all deliverables e.g. IC minutes, FMR write-ups, Director’s reports, Board presentations, GIPS & other assignments.
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Senior Research Analyst
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Sep 2017 - Dec 2019
• Provided active coverage on Banking, Power and Steel sectors and sideboard stocks. Developed detailed financial models and conducted primary and secondary research for companies and sectors under coverage.• Advised equity portfolio managers with portfolio allocations by taking into view economic and sector outlook as well as company prospects for specific stocks.• Assisted Head of Research in formulating strategy for our portfolios and other routine tasks.
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UBL Fund Managers
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Pakistan
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Investment Management
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500 - 600 Employee
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Research Analyst
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Apr 2015 - Sep 2017
• Provided active coverage on Power, Banking, Cement and Textile sectors and sideboard stocks by conducting research and developing financial models.• Worked on different sectors and added new companies to the investment universe.• Assisted fund management in performance reporting such as monthly fund manager reports and quarterly GIPS compliant reporting. • Provided active coverage on Power, Banking, Cement and Textile sectors and sideboard stocks by conducting research and developing financial models.• Worked on different sectors and added new companies to the investment universe.• Assisted fund management in performance reporting such as monthly fund manager reports and quarterly GIPS compliant reporting.
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Faysal Asset Management Limited.
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Pakistan
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Investment Management
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1 - 100 Employee
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Junior Research Analyst
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Aug 2013 - Apr 2015
• Maintained coverage of assigned stocks and performed valuations.• Worded with senior analysts to present investment ideas and stock recommendations toFund Managers.• Assisted Fund Management Department in administrative tasks. • Maintained coverage of assigned stocks and performed valuations.• Worded with senior analysts to present investment ideas and stock recommendations toFund Managers.• Assisted Fund Management Department in administrative tasks.
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Martin Dow Limited
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Pakistan
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Pharmaceutical Manufacturing
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700 & Above Employee
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Intern
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Jul 2012 - Aug 2012
Intern at the Finance Department Intern at the Finance Department
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Lahore University of Management Sciences
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Pakistan
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Higher Education
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700 & Above Employee
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Teaching Assistant
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Jan 2012 - May 2012
Worked as a Teaching Assistant in the Accounting and Finance Department Worked as a Teaching Assistant in the Accounting and Finance Department
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Audit Intern
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Jun 2011 - Jul 2011
Was Part of the Team which conducted the Half Yearly Review of Bank Al Habib Was Part of the Team which conducted the Half Yearly Review of Bank Al Habib
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Education
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Lahore University of Management Sciences
Bachelor of Science (Honors), Accounting and Finance -
Saint Patrick High School
A Levels, 5 A's -
Army Public School Saddar Karachi
O Levels, 9 A's