Sameer W.
Technical Analyst | Portfolio Management | Trade Execution | Risk Management | Derivative Trader |
- Role
- Senior Analyst - Portfolio Management at Lloyds Metals & Energy Ltd
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sameer W.
16+ years\' experience in Equity, Commodities & Forex Trading (Ultra HNI, PCG), specializing in technical and fundamental analysis, systematic trading, trading consulting, automation, algorithmic trading strategies, delta-neutral strategies, risk management, and portfolio management.
Experience
Senior Analyst - Portfolio Management
Oct 2024 — Present · Mumbai, IN
Strategic Asset Allocation & Investment Management: Devolve & Create a comprehensive Investment strategy that outlines the Promoter\'s risk tolerance, return objectives, liquidity needs & time horizon.• Portfolio Construction & Diversification: Design and manage a diversified investment portfolio construction, asset allocation, and risk management across all asset classes, including: Equities, fixed income, mutual funds, ETFs.• Performance Monitoring & Rebalancing: Continuously monitor portfolio performance against benchmarks. Rebalance the portfolio periodically to maintain the desired asset allocation.• Monetization & Hedging Strategy: Develop and implement sophisticated strategies, hedging using derivatives to manage the risks associated with a large, concentrated holding in the publicly listed company.• Reporting & Communication: Prepare and present consolidated, comprehensive reports on the entire performance, cash flows, and risk exposures to the Promoter and their family.• Consolidated Reporting: Implement and manage technology platforms to provide a consolidated view of all asset’s portfolio across multiple brokers.
Education
ForeVision
"Equity Research and Financial Modeling", Equity research
2014 — 2015
IIMS
Executive MBA, Finance
2018 — 2020
University of Mumbai
Bachelor of Commerce (BCom), Business/Commerce, General
2005 — 2008
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