MAHEEN ZAHRA BALOCH
London,UK
Summary
Commodity Trader-focused finance professional with experience in market analysis and research, financial modelling, and portfolio management Proven track record in analysing investment opportunities, risk management and hedging, and enhancing portfolio performance. CFA Level 3 candidate with a strong foundation in global financial markets, equipped to transition into a private equity analyst role. Proficient in financial analysis tools and platforms, including Bloomberg, Capital IQ, MS Excel (Advanced), and Python, with a strong aptitude for leveraging data to drive strategic decision-making
Financial professional with significant experience in portfolio management and investment strategy development. Known for driving portfolio growth through strategic asset allocation and risk management. Highly collaborative and results-focused, consistently adapting to changing market conditions and team needs. Expertise in financial analysis and market forecasting, combined with commitment to ethical investment practices.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Fund Manager
IA Commodities Pvt Ltd
10.2017 - 03.2020
- Managed investment portfolios in crude oil (WTI) and gold futures valued at approximately $ 5 million, utilizing fundamental and technical analysis to inform trading decisions
- Executed trades independently on the Meta-Trader Trading Platform, achieving a 73% success rate in intraday trades
- Developed and implemented risk management strategies that reduced portfolio risk by 15%, while optimizing client returns by increasing profitability by over-year
- Analyzed geopolitical factors, market trends, and economic conditions, improving the accuracy of price forecasts, which directly contributed to more informed investment decisions
- Prepared and maintained profit and loss (P&L) statements for $5 million in trades, ensuring compliance with regulatory requirements and maintaining a compliance record during audits
- Built and managed relationships with 7 key clients and external stakeholders, resulting in 10% growth in client retention and portfolio expansion
Accounts Officer
M R Consultants
07.2017 - 09.2017
- Prepared monthly ledgers, reconciled accounts, and managed the payroll for the company
- Filed tax returns and ensured accurate financial records
- Managed office petty cash flow and reduced overall expenses by 3%, streamlining expense reporting and reimbursement processes
- Handled all general accounting queries for internal and external stakeholders improving overall client satisfaction
Monitoring, Evaluation, and Learning Advisor (Internee)
Pakistan Crescent Youth Organisation
06.2014 - 08.2014
- Company Overview: (Freelance)
- Led a fundraising campaign that raised $5000, successfully achieving the targeted amount for the construction of a regional girls' school
- Carried out research in 20 organizations on workplace gender discrimination, providing actionable recommendations to address the issue through policy changes and training programs
- (Freelance)
Marketing Intern
Synergy Advertising
08.2011 - 09.2011
- Assisted in developing marketing campaigns for 2 key clients Dawn Breads and Cadbury Chocolate
- Proposed a creative tagline for Dawn Bread, that resulted in a 15% increase in customer loyalty and brand visibility
- Conducted competitor analysis and strategic forecasting for Cadbury Chocolate, contributing to a 12% growth in sales within the local market
- Assisted in creating written, video, and image content for marketing channels.
Education
MSc - Accounting, Finance, and Strategic Investment
Newcastle University
United Kingdom12.2016
Graduate Diploma - Business and Humanities
Newcastle University
United Kingdom08.2015
BBA (Hons) - Majors in Marketing and Media Studies
Lahore School of Economics
Pakistan07.2012
Skills
- Commodities trading (WTI and Gold)
- Quantitative analysis
- Investment analysis
- Attention to detail
- Working under pressure
- Problem-solving
- Multitasking
- Effective communication
- Client relationship building
- Analytical thinking
- Interpersonal skills
- Market research
- Risk mitigation
- Financial analysis
- Analytical skills
- Financial forecasting
- Trend analysis
- Fundraising skills
- Financial Modelling (MATLAB, SPSS, E-Views)
- REVU Bluebeam
- Microsoft Office (Excel, PowerPoint)
- Bloomberg
- Python
- Meta-Trader Trading Platform
- Financial statements
- Fundamental analysis
- Commodity markets
- Portfolio management
- Investment strategies
- Technical analysis
- Financial markets
- Teamwork and collaboration
- Business development
Websites
Certification
- CFA Level 3 candidate (cleared CFA Level 2: 2024 and CFA Level 1: 2023), 08/01/24
- Python for Finance: Investment Fundamentals & Data Analytics (Udemy, online), 01/01/25
Accomplishments
- 73% positive trading generating revenue for employer
- Raised funding for school construction for unprivileged girls at NGO
- During MSc, I was awarded the best dissertation of the batch based on my recommendations
Hobbies and Interests
- Travelling
- Reading
Languages
Hindi
Native or Bilingual
Timeline
Assistant Fund Manager
IA Commodities Pvt Ltd
10.2017 - 03.2020
Accounts Officer
M R Consultants
07.2017 - 09.2017
Monitoring, Evaluation, and Learning Advisor (Internee)
Pakistan Crescent Youth Organisation
06.2014 - 08.2014
Marketing Intern
Synergy Advertising
08.2011 - 09.2011
- CFA Level 3 candidate (cleared CFA Level 2: 2024 and CFA Level 1: 2023), 08/01/24
- Python for Finance: Investment Fundamentals & Data Analytics (Udemy, online), 01/01/25
MSc - Accounting, Finance, and Strategic Investment
Newcastle University
Graduate Diploma - Business and Humanities
Newcastle University
BBA (Hons) - Majors in Marketing and Media Studies
Lahore School of Economics
Similar Profiles
Rahul RamgiriRahul Ramgiri
Management Trainee, Business Development at ILA Commodities India Pvt LtdManagement Trainee, Business Development at ILA Commodities India Pvt Ltd
DINESH P.R.DINESH P.R.
Mill Manager at ECOM Commodities India Pvt LtdMill Manager at ECOM Commodities India Pvt Ltd
Rahul RamgiriRahul Ramgiri
Management Trainee, Business Development at ILA Commodities India Pvt LtdManagement Trainee, Business Development at ILA Commodities India Pvt Ltd