Ahmed Mushtaq

Experience

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  Taurus Securities

  Jun 2011 - Jul 2011

  Internee-Equity Research

  The duties as internee comprised of :-Extensive Financial analysis of various companies to be used in Financial models-Prepared Initial drafts for daily morning briefs-Prepared market summary on daily basis-Updated the company research price data base on daily basis-Updating the TSL library with recent enlistment of latest quarterly and annual reports

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  Institute of Business Management

  Aug 2011 - Nov 2011

  Research assistant, Sindh Economic survey

  Provincial Economic Survey 2010-11Responsibilities:• Met with heads of different sectors of the economy to collect provincial Financial health information • Collected , compiled and analyzed data of economy of the province of Sindh , PakistanAchievements:Prepared draft regarding research findings, which directly resulted in appraising the provincial government about economic health

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  Taurus Securities

  Apr 2012 - Dec 2012

  Equity Analyst

  • Covered the national economy, Banking and the FMCG sector as a sell side analyst. Companies covered such as Habib bank ltd , United bank Ltd, Engro Foods Ltd , P&G and Unilever • Built discounted cash flow and multiples approach models to produce company valuations and forecasts. • Prepared research reports and presented investment recommendations to portfolio managers and high net worth clients• Gave weekly presentations to brokers for new investments ideas to increase client base Achievements:• Research quoted in investor Guide 360 (Pakistan’s No.1 online Capital Market research guide )• Started coverage of FMCG sector for the company Show less

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  Edward Jones

  Nov 2013 - May 2015

  Financial Advisor

  Responsibilities:Responsible for portfolio selection , asset allocation and trade execution for more than 70 portfolios comprised of stocks, bonds and mutual fundsMet with clients to provide portfolio updates and recommendations based on evolving client objectives and Reviewed portfolio holdings to ensure compliance with approved securitiesResearched Canadian, European , US and Asian markets for efficient geographical allocation in client portfoliosIdentified and investigated prospective investments, evaluating risk parameters. Related Courses:• Canadian securities course (CSC) Life License Qualification Program (LLQP) Conduct and Practices Hand book (CPH) Show less

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  State Street

  Oct 2015 - Jan 2018

  Senior Client Operations Associate

  -Responsible for the day‐to‐day operations and servicing of client relationships for the Fund and Custody functions for several Canadian and U.S Mutual Funds -Ensured timely and accurate production of client‐customized reporting. - Responded in a timely manner to inquiries from external and internal clients. -Performed assigned daily position, cash reconciliations, trade, and FX settlements for the Mutual funds -Assisted the team coordinating services for fund/product start‐up/conversions,restructures and interacting with Accounting Operations and global COE’s for the overall service delivery for their clients. -Responsible for managing internal risk and compliance matters pertaining to assigned client relationships, as well as coordinating with applicable COE’s and Accounting Operations regarding required client specific reporting. -During normal day to day operations: Responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. -Responsible for designing client‐specific reporting, supporting RFP activity, and managing third‐party administrator relationships Show less

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  Scotiabank

  Feb 2018 - now

  -Successfully completed/partnered on projects related to Global Taxation, Strategic Initiatives and Operational Change. -Designated subject matter expert for all projects related to Custodian relationships, onboarding new accounts, and implementing technology and regulatory changes.-Served as the escalation point for all activity related to the services provided by appointed custodians and depositories.-Completed the documentation required for the establishment of custodian relationships and the opening of accounts and on‐going maintenance and oversight/renewal of that documentation.- Completed due diligence on appointed custodians and depositories in line with the Bank’s Third‐Party Risk Management established guidelines.-Reviewed service level agreements to ensure agreed pricing and service levels are adhered to.- Established and maintained close relationships with all key internal stakeholders associated with Global custody activities i.e., Business Lines, Finance and Risk Functions-Acted in accordance with Bank’s risk appetite and risk culture pertaining to day‐to‐day activities. Show less -Responsible for daily operational and marketing support to a diverse group of corporate clients by acting as the first point of contact -Supported sales and marketing efforts of our partners in Global Transaction Banking and Global Banking and Markets to onboard new business to the bank - Provided high level of service to a portfolio of the Bank's existing corporate clients and ensured that all aspects of maintaining our client’s accounts and services were addressed in a manner consistent with Service Standards - Participated in the on‐boarding of new clients by gathering client data to ensure they were on‐boarded in a professional and timely manner -Co‐ordinated all responses to inquiries, issues, and day to day interactions with clients -Maintained a strong knowledge and understanding of all deposit, investment, credit, electronic banking, and cash management solutions offered by the Bank to provide the highest caliber of service and support to the Bank's clients Show less

  • Manager Network Management

    Apr 2022 - now

  • Senior Client Services Officer, Major Accounts Group (MAG)

    Feb 2018 - Apr 2022