Murtuza H.

Experience

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  Geomatrix (HK) Ltd, an Opera Solutions company

  Apr 2008 - Dec 2011

  Portfolio Manager

   Macroeconomic analysis of global economy and monetary policies. Compiled consensus economic growth & future policy rate forecast and trend also tracked sovereign risk, monitored global central bank action, Global Leading Economic indicators and aggregated corporate revenue & profit quarterly to track momentum and acceleration (1st and 2nd derivatives);  Verified stock screens with fundamental models, industry& market assessment and attended regional conf as a generalist; Responsible for TMT sector, determine the assumptions and forecast for fundamental modeling to calculate intrinsic valuation and conducted company visits & attended conferences; Utilized performance measurements, portfolio attribution and risk analytics (stress testing & scenario/sensitivity analysis) to ensure appropriate positioning, hedging, currency exposure and alignment with investment thesis and process; On a daily basis monitored and analyzed news and corporate events for current holdings & watch list; Supervise execution trader, managing scaling of equity positions, stops and profit levels; Worked with PMs to develop trading/execution strategies to implement their views and investment strategies such as automation of research ideas, create analytic approaches to support investment insights and recommendations, and modeling & fundamental analysis of key economic/macro indicators; Perform thorough qualitative and quantitative analysis of existing and potential investments across various equity strategies and regions; For an Asset Manager developed the structure and investment process for a global equity high yield product using yield growth predictive process; Show less

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  Mount Austin Financial

  Jan 2012 - Dec 2012

  Equity Strategist, Global Markets

   Analyze secular trends, thematic views, transformational paradigms and government policy shifts to identify investment opportunities in country & industry and global sectors; Financial statement analysis of income, cash flow, and balance sheet and regulatory filing to determine any irregularities; Presented firm's investment strategy to consultants, sub-advisors, high net worth and prospects; Determine weekly shift in risk profile of the portfolio plus advice position weight adjustments and hedges; TMT and FMCG sector fundamental analysis, granular research and company visits; Show less

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  Geomatrix Asset Management

  Jan 2014 - now

  Portfolio Manager, Director of Research

  Manage 5 equity research analysts covering US & Asian markets and direct responsibility for technology & financial sectors. Plus Responsible Officer (Licensed by SFC) for the hedge fund’s incubator platform with multiple managers with varying strategies. Coordinate and prioritize all equity research, evaluate valuation methodology and review assumptions, thesis and conclusion; Focus equity research on top down view, run weekly research meeting, integrate macroeconomic/monetary policy impact to bottom up analysis and determine macro inputs(FX, interest rates, growth rates) and market risk premium for equity models; Conduct fundamental research, build valuation models, attend company management meetings and conferences; Member of investment committee to determine portfolio management strategy, tactical asset allocation and risk management; Analyze fund positions to stated mandate, limits, allowable securities and compliance to regulations. Monitor trade flow for fund, firm and regulatory accordance. Flag any abnormalities for immediate action; Show less