Sameer W.

Senior Analyst - Portfolio Management @Lloyds Metals & Energy Ltd

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.

ForeVision

"Equity Research and Financial Modeling", Equity research

IIMS

Executive MBA, Finance

University of Mumbai

Bachelor of Commerce (BCom), Business/Commerce, General