Babak Rafat

Associate Portfolio Manager @Scotiabank

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2013 — Present

Associate Portfolio Manager @Scotiabank

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Toronto, CA

Responsible for investment side of the business within a small team managing a large, concentrated book of ultra high net worth clients

EDUCATION

2008 — 2012

CFA Institute

CFA Charter

2003 — 2005

Humber College

Business Administration

2005 — 2007

Ryerson University

Bachelor of Commerce

N/A

Canadian Securities Institute

TAC, WME, CSC, CPH

SKILLS

FinanceAsset AllocationMutual FundsRisk ManagementInvestment StrategiesAlternative InvestmentsStrategic Financial PlanningRetirement PlanningSecuritiesCapital MarketsPortfolio ManagementRelationship ManagementFinancial PlanningInvestmentsWealth ManagementCredit AnalysisFinancial ServicesStrategyFixed IncomeFinancial AdvisoryFinancial MarketsCreditEquitiesAsset ManagementInvestment Advisory

ABOUT BABAK RAFAT

Sophisticated knowledge base on asset allocation strategies and manager research• Advanced knowledge of investment products and the workings of financial markets• Excellent ability in analyzing problems and formulating solutions • Proficient in Bloomberg, PALTrak, Morningstar EnCorr and Direct, and MS Office• Keen ability to influence and accomplish work through other people and functional departments• Sound understanding of the investment sales process for mutual funds and related financial products• Strong communication, presentation, and financial writing skills

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Babak Rafat — Associate Portfolio Manager at Scotiabank in Toronto, ON, CA | Unifers