Abdullah Ahmad
Milton,ON
Overview
5
5
years of professional experience
3
3
Certification
Work History
Associate, Investment Product Manager
Mackenzie Investments
12.2022 - Current
- Managed stakeholder expectations effectively through multiple boutiques such Multi-Asset Solutions, Quant Strategies, ETF's and Institutional.
- Reviewed sales adhocs/requests and provided detailed head-to-head analysis, strategic commentary as well as complete firm wide dashboard providing comprehensive views of performance, sales/flows risk- any service to increase flow within our funds.
- Developed core relations with marketing, Investment directors & Investment management to create strategic opportunities for our funds, implementing models and analysis through Tableau, Morningstar and Bloomberg.
- Continuously develop automation solutions to increase efficiencies across departments - utilizing AI implementation enabling teams to process quarterly reporting in 40% less time.
District Sales Associate - Strategic Partnerships
Mackenzie Investments
08.2021 - 12.2022
- Assist Strategic Partnership teams on all aspects of sales support, planning, administration, and client management
- Create high level Salesforce/Excel reports and presentations that have increased efficiency and assisted with planning for future sales and territory penetration
- Provide professional level communication for my territory's clients, assisting in custom portfolios, product inquiries, Co-ops, and portfolio comparison analysis successfully increasing our flows and Mackenzie brand awareness
- Efficiently oversee all management expense reports, ensuring timely and accurate submissions allowing for continuous sales meetings without interruption
- Developed a thorough understanding of various Salesforce functionalities, managing campaigns, Analytic dashboards, expense allocations & key contacts
- Successfully summarized and analyzed key sales metrics used within the industry highlighting discrepancies & outliers for better sales planning and workflow.
Investment Associate
Valour Capital
12.2020 - 07.2021
- Worked with various financial securities in the exempt market analyzingportfolio structures, risk tolerances and asset mix
- Built and developed strong relations with investors and assisted in creatinginvestment strategies to align their goals with the required real estate securities
- Generated significant growth in new and developing funds allowing investorsthorough understanding of the value and features available for respectiveinvestments
- Analyzed investor financial information to account for risk tolerance andportfolio concentration ensuring compliance and risk is measured appropriately.
Account Executive
Aztex Enterprises
04.2019 - 09.2020
- Managed and built relations with various prestige clients and accounts in North
- America ensuring quality control, high level communication and efficientaccounting and logistical processes
- Generated Salesforce reports to analyze information about business processand concerns relevant to key internal business stakeholders
- Successfully executed logistical operations on all levels warranting efficientmeans of processing budgets, invoices, purchase orders and creating weeklyreports of performance
- Worked with members of the IT team to develop an internal SKU system whichenabled easier processing for accounting, purchase orders and inventorycontrols of popular products by 60%.
Education
Honours Bachelor of Commerce - Finance, Economics
DeGroote School of Business, McMaster University
Hamilton, Canada2019
Skills
- Proficient in Microsoft Office Suite including Word, Excel (Pivot Tables Solver,VBA), PowerPoint and Microsoft Project
- Excellent financial planning and analysis skills, financial modelling skills
- Strong technical experience in using Tableau, Morningstar, Bloomberg, Salesforce
- Experience in event management and Project management for large scale and high budget projects
- Experience creating projects in C, Python and SQL
- Cost-benefit analysis Experience
- Valuations, market research & Statistical analysis experience
- Strong client management & relationship building skills
- High level of understanding of KYP and KYC requirements for investment
- Recommendations and client portfolio management
- Strong experiencing in analyzing Mutual fund performance and key metrics for competitive analysis
Accomplishments
- Integral part in one of the leading teams in Strategic Partnerships at Mackenzie successfully launching a new relationship with PFSL Investments which resulted in high growth in sales, asset flow and capture rate during a constantly changing market environment
- Managed complete projects, operations, and account processes for one of the biggest clients at Aztex ensuring high level efficiency and communication and increasing annual sales flow by 60%
- Executive for a huge Business competition in University, working with big name partners to seamlessly execute a competition with hundreds of High school students
- Placed 1st in Provincial Level at the DECA U Business Competition..
Certification
Chartered Financial Analyst (CFA) - Level 1 Candidate
Exempt Market Proficiency Professional (EMP)
Canadian Securities Course (CSC)
Harvard CS50 - Computer Science Course Certification
Languages
English
Native or Bilingual
Urdu
Native or Bilingual
Hindi
Full Professional
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Interests
Boxing
Soccer
Coding
Website Development
Reading
Business Competitions
Software
Tableau
Morningstar
Bloomberg
Salesforce
SAP
Python
C
Work Preference
Work Type
Full TimeTimeline
Associate, Investment Product Manager
Mackenzie Investments
12.2022 - Current
District Sales Associate - Strategic Partnerships
Mackenzie Investments
08.2021 - 12.2022
Investment Associate
Valour Capital
12.2020 - 07.2021
Account Executive
Aztex Enterprises
04.2019 - 09.2020
Honours Bachelor of Commerce - Finance, Economics
DeGroote School of Business, McMaster University
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