Zafar Zia

· Reconciled Equity and Derivative products at the T+1 level within the trade lifecycle for the middle office trade support function.

· Streamlined trade reconciliation for securitized and OTC instruments by cross-referencing confirmations, termsheets, and risk systems, ensuring the identification and reporting of drafting and capturing errors.

· Utilized Bloomberg and Excel models to perform calculations for coupons, cash & physical payoffs using term sheets and confirmations.

· Demonstrated expertise in structured products, including Autocallable notes, accumulators, callable notes & FX notes.

· Provided comprehensive onboarding and ongoing training to new staff on trade support processes, product knowledge, and reconciliation procedures. Developed and delivered training materials and conducted interactive sessions to facilitate knowledge transfer and skill development.

· Prepared and delivered daily end-of-day (EOD) reports to clients, summarizing key trade data and reconciliation outcomes. Effectively communicated trade discrepancies, potential risks, and error mitigation strategies to stakeholders across various departments.

Contributed to process improvement initiatives aimed at enhancing operational efficiency and minimizing reconciliation discrepancies.

• Employed derivative strategies to achieve a favorable risk-reward ratio
• Understanding portfolio optimization strategies
• Understanding of 'Value at risk'
• A Study on 'Efficient Frontier Portfolio Optimization' based on Harry Markowitz theory
• Implemented over 230 investment portfolios using the Markowitz Model, aligning asset allocation with optimal risk-return trade-offs to achieve portfolio objectives
• Conducted comprehensive risk-return analyses to assess various portfolio configurations, effectively balancing the trade-offs between potential returns and associated risks
• Demonstrated strong quantitative skills, including expertise in quantitative analysis and statistical methods, integral to the successful application of the Markowitz Model

• Demonstrated exceptional sales skills by generating inquiries that resulted close to 2.5 lac rupees of sales
• Focus on creating new leads and capturing new customers
• Worked directly under the Accounts Manager and generated invoices using Tally ERP Software