Babak Rafat
Associate Portfolio Manager @Scotiabank
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WORK HISTORY
Associate Portfolio Manager @Scotiabank
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
CFA Institute
CFA Charter
Humber College
Business Administration
Ryerson University
Bachelor of Commerce
Canadian Securities Institute
TAC, WME, CSC, CPH
SKILLS
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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