Summary
Overview
Work History
Education
Skills
Timeline
Generic

Danish Zahur

Milton

Summary

Experienced finance professional with a demonstrated history of success in various roles supporting multi-billion dollar portfolios for leading global investors. Skilled in Equity, Foreign Exchange, Money Market and Derivatives Trading and Operations.

Senior analyst with robust background in data analysis, financial modeling, and strategic planning. Known for strong collaboration skills and adaptability in fast-paced environments. Adept at leveraging advanced analytical tools and methodologies to drive impactful business decisions. Consistently delivers results through teamwork and solutions-focused approach.

Overview

19
19
years of professional experience

Work History

Sr Analyst, Equities, Trading

OMERS
08.2018 - 03.2023
  • Execution of global cash equity trades for multi-billion dollar portfolio mandates with a multi-million dollar commission wallet
  • Collaborated to improve best-in-class high-touch, low-touch and program trading approaches

Analyst, Liquidity Management

OMERS
08.2014 - 08.2018
  • Money Market & Forex Trading for a multi-billion dollar fund, serving as Treasury
  • Funded up to $1 billion at a time for the organization's various multi-currency investments
  • Created and presented a report for quarterly review meeting with the CIO

Analyst, Derivatives & Mortgages

OMERS
03.2009 - 08.2014
  • Acted as a Subject Matter Expert in re-designing organizational architecture
  • Ensured accurate and timely execution and settlement of derivative activity
  • Trained and provided guidance to junior team members and tested proposed workflows
  • Formally promoted to Senior Business Analyst in March 2013

Manager, TRS, Derivatives

State Street Fund Services
01.2008 - 03.2009
  • Trained incoming Interest Rate Swaps team of 8 staff
  • Oversaw a team of 8 Total Return Swaps Administrators
  • Oversaw trade entry, position reconciliation, settlement, custody, pricing and ad hoc reporting
  • Optimized processes and documented workflows for improved efficiency
  • Derivatives-Toronto labelled as a Centre of Excellence by the company

Team Leader, Swaps, Derivatives

State Street Fund Services
03.2007 - 01.2008
  • Ensured accurate and timely execution and settlement of derivative activity
  • Trained and provided guidance to junior team members and tested proposed workflows
  • Acted as a Subject Matter Expert in re-designing organizational architecture

Sr Analyst, Swaps, Derivatives

State Street Fund Services
07.2005 - 03.2007
  • Ensured accurate and timely execution and settlement of derivative activity
  • Created new workflows to accommodate emerging products in the derivatives space
  • Acted as a Subject Matter Expert in re-designing organizational architecture
  • Cross-trained with other Derivatives product teams

Valuations Coordinator

State Street Fund Services
08.2004 - 07.2005
  • Ensured client portfolios were valued as per their schedules (daily, monthly, etc)
  • Ensured client portfolios were maintained correctly
  • Coordinated with Fund Accounting department for NAV reporting

Education

CFA Charterholder -

CFA Institute
06.2012

CFA Exams (Level II & III)

University of Toronto
Toronto, Ontario
01.2012

Honours Bachelor of Commerce -

McMaster University
Hamilton, Ontario
01.2004

Skills

  • Client management
  • Client relationship management
  • Data analysis
  • Performance monitoring

Timeline

Sr Analyst, Equities, Trading

OMERS
08.2018 - 03.2023

Analyst, Liquidity Management

OMERS
08.2014 - 08.2018

Analyst, Derivatives & Mortgages

OMERS
03.2009 - 08.2014

Manager, TRS, Derivatives

State Street Fund Services
01.2008 - 03.2009

Team Leader, Swaps, Derivatives

State Street Fund Services
03.2007 - 01.2008

Sr Analyst, Swaps, Derivatives

State Street Fund Services
07.2005 - 03.2007

Valuations Coordinator

State Street Fund Services
08.2004 - 07.2005

CFA Exams (Level II & III)

University of Toronto

Honours Bachelor of Commerce -

McMaster University

CFA Charterholder -

CFA Institute
Danish Zahur