Heeteesha Devi Baulah
6, Tagore Lane, Mesnil, Phoenix
Summary
Highly focused investment analyst bringing expert level knowledge of investment strategies. leverages industry knowledge and analytical capabilities to determine risk levels and optimize investment strategies. strong work ethic and exceptional interpersonal skills
Overview
6
6
years of professional experience
Work History
Investment Analyst
MUA Ltd
09.2022 - Current
- Enhanced portfolio performance by conducting thorough investment research and analysis.
- Provided advice and recommendations regarding various portfolio strategies, asset allocation and risk management techniques.
- Provided timely recommendations on buy, hold, or sell actions based on extensive company evaluations and industry research.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Assisted in maintaining strong relationships with key stakeholders such as brokers, fund managers, and custodians to facilitate smooth operations while minimizing counterparty risks.
- Improved information flow within team by implementing effective communication strategy for sharing market insights and updates.
- Developed financial models to assess potential investments and identify potential risks.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Evaluated performance of existing investments and adjusted accordingly.
- Prioritize ethical considerations by thoroughly researching and selecting companies that align with ethical guidelines
Account Officer/Analyst
IBL Ltd
10.2017 - 08.2022
- Analyze and interpret budget information and consolidation of IBL Group figures
- Analyze and interpretation of forecasted figures for valuation purposes
- Preparation of IBL Group monthly performance report
Education
Bachelor of Science - Economic And Finance
University of Mauritius
06.2017
Skills
- Technical analysis
- Portfolio management
- Investment strategies
- Analytical thinking
- Problem-solving skills
Hiking and gym addict
discipline in gym
Timeline
Investment Analyst
MUA Ltd
09.2022 - Current
Account Officer/Analyst
IBL Ltd
10.2017 - 08.2022
Bachelor of Science - Economic And Finance
University of Mauritius
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