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Moe Karimi, MFin, Ph.D.

Moe Karimi, MFin, Ph.D.

Portfolio Manager

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  • Timeline

  • About me

    MFin26 at Rotman | Ph.D. in Finance | CFA Level III Candidate | Asset Management & Investment Professional

  • Education

    • Razi High School

      1999 - 2003
      High School Diploma Math and physics Top student

      Governmental high school for exceptional talents development

    • University of Tehran

      2015 - 2020
      Doctor of Philosophy - PhD Finance A-Top student

      Thesis:Evaluation of common trading strategies in Tehran Stock Exchange using Mont-Carlo simulation technique

    • Allameh Tabataba'i University

      2003 - 2008
      Bachelor's degree A

    • Seneca Polytechnic

      2022 - 2022
      Excellence in Financial Services(EFS) Banking and Financial Support Services

    • University of Toronto - Rotman School of Management

      2024 - 2026
      Master of Finance

    • Tehran University of Economic Sciences

      2008 - 2011
      Master of Finance A

      Thesis:Trading volume for winners and losers in Tehran Stock Exchange

  • Experience

    • Sabatamin Brokerage

      Sept 2009 - Mar 2012
      Portfolio Manager

    • Saderat Bank Brokerage Co.

      Apr 2012 - Sept 2015

      • Manager of Fund Reporting

        Sept 2013 - Sept 2015

      • Senior Portfolio Manager

        Apr 2012 - Sept 2015

    • Mines and Metals Development Investment Holding Company

      Jan 2020 - Sept 2022

      • Investment Manager

        Sept 2015 - Sept 2022

      • CEO & board member, Parto-Taban Investment Company

        Jan 2020 - Dec 2020

    • Manulife

      Oct 2022 - now

      • Senior Financial Analyst

        Nov 2023 - now

      • Financial Analyst III

        Oct 2022 - Oct 2023

    • McMaster University

      Feb 2025 - now
      Teaching Assistant

  • Licenses & Certifications

    • Excel: Macros and VBA for Beginners

      LinkedIn
      Mar 2022
      View certificate certificate

    • Investment Funds in Canada (IFC)

      Canadian Securities Institute
      Mar 2022
      View certificate certificate

    • McGill Personal Finance Essentials

      McGill University - Desautels Faculty of Management
      Feb 2022
      View certificate certificate

    • French Language Course

      NBCC (New Brunswick Community College)
      Jun 2020

    • Passed CFA Level 1

      CFA Institute
      Jun 2016

    • Financial institutions management

      Securities and Exchange Organization of Iran (SEO)
      Sept 2014

    • Portfolio optimization in Matlab

      Tehran Stock Exchange
      Dec 2011

    • Risk Management

      Ayandeh Bank - بانک آینده
      Nov 2011

    • Financial modeling in Excel

      Amin Investment Bank
      Mar 2010

    • Management of stock trading(MST)

      Tehran University of Economic Sciences
      Aug 2011