Seeking Senior Investment/Finacial Analyst/Manager Position

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Seeking Senior Investment/Finacial Analyst/Manager position Nov 27, 2005
CV Attached

Personal Information

Nationality: United States of America (USA)

Birth date: 15th april, 1972
Gender: Female
Marital Status: Single
Email: Rasmiya@gmail.com

Career Objectives

I am seeking a challenging career in the Finance industry in the UAE.


Work Experience
CALVERT ASSET MANAGEMENT 2002 – Present
Bethesda, MD (Washington DC area), U.S.A.
Senior Investment Analyst
•Evaluate Sub-Advisory relationships in the context of Calvert’s “Basic 6” socially responsible investments criteria

•Responsible for constructing a new Emerging Markets Socially Responsible Fund

•Responsible for constructing a new Emerging Minority Manager Program

•Evaluate investment manager performance relative to active and passive benchmark indices through the use of return-based style analysis and holdings-based performance attribution analysis

•Perform in-depth peer group analysis and opposition research

•Analyze benchmark risk and profile characteristics, as well as, selection of best published benchmark for each Sub-Advisor

•Produce periodic performance analysis and evaluation reports and communicate results to relevant parties

•Analyze capital markets and the economy to develop a comprehensive economic and market review report for the company

•Undertake analytical assessment of new products and services

•Prepare detailed reports and recommendations and present to the Calvert Board of Trustees

•Interact with Compliance Officer to ensure adherence to legal and regulatory guidelines

•Advise on corporate governance issues in support of Calvert’s socially responsible investment strategy
CALPERS (CALIFORNIA PUBLIC EMPLOYEES’ RETIREMENT SYSTEM) 1999 – 2002
Sacramento, CA, U.S.A.
Investment Officer II - Corporate Governance Unit
•Served as primary contact and project manager for selected CalPERS Focus List companies, and met frequently with companies’ CEOs and other executive members. Negotiated with company executives on courses of action.


•Oversaw and monitored external investment managers, which includes performance, style, guideline, and operational issues. Responsible for making “watchlist,” “probation” and termination recommendations on individual managers to the Portfolio Manager (PM) and Senior Principal Investment Officer (SPIO). Responsible for working with individual managers to develop plans of action to address problem areas. When manager contract terminations occur, responsible for developing a plan for the disposition of the managers’ assets.

•Responsible for recruiting and screening external investment managers for consideration by the CalPERS Investment Committee/Board. Duties included: developing requests for proposals (RFPs); responding to written questions about RFPs; analyzing and scoring proposals, as well as coordinating the timely and accurate analysis by other Investment Office staff and/or outside consultants; providing hiring recommendations to the PM or SPIO. When new managers are hired, duties include fee, benchmark, guidelines and contract language negotiations.

Investment Officer II - Corporate Governance Unit:

•Prepared and updated a variety of financial reports on various aspects of the Program. Responded to requests for special investment reports from Board members, the Legislature, executive staff and outside parties; Prepared items to be presented to the Board Investment Committee each month.

•Worked with CalPERS' master custodian and outside pension consultants to correct and update accounting and investment holdings and performance information. Responsible for the accuracy and maintenance of custom benchmarks, composites, fund listings and database functionality.

•Worked closely with CalPERS' Legal and Contract Management staff to coordinate the preparation of contracts and amendments, requests for proposals (RFPs), and other investment related documents.

•Participated in the International Investment Manager Search; created a complex search/solicitation database.

•Served as member of the Internal Communications Focus Group to improve communication in CalPERS.

•Handled administrative work for the unit in such areas as budgets, human resources, personnel management, internal/external audits and disaster recovery. Oversaw unit's support staff and student assistants.

•Performed detailed research and analysis of companies/securities in support of CalPERS corporate governance activities, including the annual screening of portfolios for underperforming companies.

•Made verbal and written recommendations regarding course of action with specific corporate governance target companies including the company’s governance structure, financial and operational performance, executive compensation, shareholder rights issues and overall strategy.

•Monitored and reported on the performance of selected portfolios. Prepared detailed company financial research reports.

•Analyzed stock option plans and all company SEC (Securities and Exchange) filings. Analyzed social/political issues presented in shareholder proposals.

•Assisted in preparation of various press releases in regards to the Corporate Governance Program activities.

•Made recommendations for, and assisted in the voting of company proxies. Conducted proxy solicitations.

•Worked on special projects consisting of such things as energy company analysis, special company financial reports, etc.

•Served as office manager and supervised and trained investment officers, research analysts and student assistants on research and financial reporting techniques.
CALIFORNIA DEPARTMENT OF TRANSPORTATION, OFFICE OF BUDGET MANAGEMENT 1996 – 1999
Sacramento, CA, U.S.A.
Budget Resource Manager
•Responsible for the administrative and financial management of a $65 million Legal Office budget and an $835 million Capital Outlay budget, which included all operating and project-related expenses and salaries.

•Monitored, amended and projected budget allocations, appropriations and expenditures. Wrote Budget Change Proposals with recommendations to management. Prepared and presented special financial reports for the Directorate, the Department of Finance, and the Legislature.

•Analyzed contract requirements and monitored financial and budgetary performance to ensure compliance with regulatory restrictions. Worked closely with outside vendors, contractors and procurement services.

•Prepared special studies on a variety of administrative issues, including matters relating to personnel, training, business services, safety, expert witness contracts, budgets and accounting. Processed Accounts Payable checks, purchase requisitions, deposits and payments. Prepared financial procedures and policies. Provided ongoing training on accounting practices to staff statewide.

•Created complex databases to generate reports in response to data requests. Prepared monthly and quarterly financial reports including statistical charts and graphs to predict resource trends.

•Analyzed various legislative bills to assess their environmental and fiscal impact upon the Department.

•Participated on the Project Management Program task force. Applied Project Management techniques to identify transportation system needs and inefficiencies.



Skills



Skill Level Years of Experience Last Used
Computer - various software (MS Word, Excel, etc.) Expert More than 10 years 1 month or less
Report preparation (written and financial analysis) Expert More than 10 years 1 month or less
Presentation Tools Expert More than 10 years 1 month or less
Organizational skills More than 10 years 1 month or less
Managerial & Supervisory skills More than 5 years 1 month or less


Education
UNIVERSITY OF CALIFORNIA 1990 - 1994
Davis, CA, U.S.A.
Degree: BACHELOR OF ARTS
Major: Managerial Economics and Environmental Design


CALIFORNIA STATE UNIVERSITY 1996 - 1999
Sacramento, CA, U.S.A.
Degree: MASTER OF ARTS
Major: Economics



Languages
Skill Level
English Expert
Arabic - spoken Intermediate
Spanish Beginner


Target Job
Desired Salary (US$): $7,500 (tax-free) + bonus
Job Status: Full Time
Location: Dubai, UAE
Category: Financial/Investment/Budgets


Career Level
Career Level: Management (Manager/Director of Staff)
Last Salary (US$): $10,000
Notice Period: Immediately


References
Mr. James AwadInvestment Manager, Chairman
Phone: 00+1-212-370-1124
Email: Jim.Awad@AwadAsset.com

Mr. Kemal AhmedChief Investment Officer
Phone: 00+1-401-751-8002
Email: Kemal_Ahmed@Brown.edu

Rassoumi
UAE, Dubai Forum starter
Posts: 1
Location: USA

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