Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Certification
Languages
Websites
References
Timeline
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Ahsan Mahmood

Ahsan Mahmood

Toronto,ON

Summary

Motivated Senior Investment Analyst with dynamic and international experience in multi-asset portfolio management. Skilled in fund research with a keen understanding about drivers of risk and return in various asset classes. Focused on preserving and growing wealth for generations to come.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Investment Analyst

Our Family Office Inc.
Toronto
12.2021 - Current
  • Conducted due diligence on 50+ private funds, articulating analysis of approved strategies via written research reports
  • Met investment managers, monitor performance and fund developments, identify risks and write quarterly memos
  • Monitored asset allocation in client accounts, recommended and executed tactical shifts that were accretive to returns
  • Formulated deployment plans for net new investable assets, create, review and update Investment Policy Statements
  • Created a process for managing cash in client accounts leading to trade cost savings over 20%, lead trading activity
  • Managed relationship with PM system vendor (D1g1t), leading to a 15% improvement in client satisfaction.

Managed Accounts Analyst, Trading and Modelling

Richardson Wealth
Toronto
05.2019 - 12.2021
  • Executed SMA model changes by trading equities, fixed income securities, ETFs and mutual funds
  • Provided overlay management to and supported advisors with 100+ modelling and rebalancing inquiries weekly
  • Produced risk metric reports and assessed historical advisor trades, took corrective action on intra-mandate deviations
  • Tracked balances in average price accounts, minimizing buy-in risk and capital outlay for excess inventory
  • Vetted household portfolio performance calculations and commentaries, conducted risk analysis on option strategies.

Education

Bachelor of Arts - Economics

McGill University
Montreal, QC
06-2016

Skills

  • Discretionary Portfolio Management
  • Multi-Asset Portfolio Construction
  • Asset Allocation
  • Investment Funds Research
  • Investment Performance Analysis
  • Bulk Trading
  • Portfolio Modelling
  • Financial modelling
  • Morningstar Direct
  • MS Office Suite (MS Excel and MS Powerpoint - Advanced Level)

Hobbies and Interests

  • Tennis
  • Golf
  • Cricket
  • Formula 1
  • Drumming

Certification

  • Level II CFA pass
  • Completed the Canadian Securities Course

Languages

English
Native/ Bilingual
Urdu
Native/ Bilingual
French
Limited

Websites

References

References available upon request.

Timeline

Senior Investment Analyst

Our Family Office Inc.
12.2021 - Current

Managed Accounts Analyst, Trading and Modelling

Richardson Wealth
05.2019 - 12.2021

Bachelor of Arts - Economics

McGill University

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Ahsan Mahmood