Adil Saleem, CFA

Adil Saleem, CFA

Head Researcher at Lumida Wealth | Chartered Financial Analyst® (CFA) Charterholder | Ex Energy Analyst at JS Investments

Karāchi, Sindh, Pakistan
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    Financial Advisory, Financial Analysis, and Financial Planning

About

I have cleared all three levels of the CFA program and pursued bachelors degree at IBA. I have a very keen interest in finance and currently working as a portfolio analyst at Fountainhead Partnerships which is a thematic hedge fund based in Singapore.

Contact me at: [email protected]

Activity

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Experience

  • Lumida Wealth Graphic

    Head Researcher

    Lumida Wealth

    - Present 9 months

    New York, United States

  • Portfolio Analyst

    Fountainhead Partnerships

    - 1 year 7 months

    Singapore

    • Initiated coverage on fertilizer, luxury retail and hospitality companies listed in the US and Europe Stock Exchanges and maintained coverage on the portfolio companies listed across the globe.
    • Provide key support in preparing monthly factsheets and quarterly letters.
    • Assist the CIO and PM in designing and executing Fund investment strategy and responsible for providing research support for new investment ideas.
    • Conduct regular market analysis of the portfolio holdings and on…

    • Initiated coverage on fertilizer, luxury retail and hospitality companies listed in the US and Europe Stock Exchanges and maintained coverage on the portfolio companies listed across the globe.
    • Provide key support in preparing monthly factsheets and quarterly letters.
    • Assist the CIO and PM in designing and executing Fund investment strategy and responsible for providing research support for new investment ideas.
    • Conduct regular market analysis of the portfolio holdings and on the companies under coverage of the portfolio management team.
    • Improve processes by developing new research and portfolio analysis tools.

  • JS Investments Graphic

    Senior Research Associate

    JS Investments

    - 2 years 4 months

    Pakistan

    • Initiated/maintained coverage of companies in Power, Textile, and Construction sectors listed on Pakistan's Stock Exchange which cumulated to a market capital of ~USD 9 billion.
    • Coverage includes financial analysis, detailed financial modelling, attending analyst calls, and organizing management meetings for the Chief Investment Officer and Fund Managers.
    • From time to time, recommended and oversaw the ~USD 5 million equity fund's allocation into the Power, Textile and Constructions…

    • Initiated/maintained coverage of companies in Power, Textile, and Construction sectors listed on Pakistan's Stock Exchange which cumulated to a market capital of ~USD 9 billion.
    • Coverage includes financial analysis, detailed financial modelling, attending analyst calls, and organizing management meetings for the Chief Investment Officer and Fund Managers.
    • From time to time, recommended and oversaw the ~USD 5 million equity fund's allocation into the Power, Textile and Constructions sectors. Also recommended overall sector allocations, stock allocations and entry/exit price points.
    • Published internal reports to the Investment Committee on covered companies and presented them in monthly IC meetings.
    • Briefly took coverage of the Banking sector and Economy Research.
    • Covered tech and auto-part company IPOs.

  • Assistant Managing Director

    Blessing Textiles

    - 2 years 5 months

    Karāchi, Sindh, Pakistan

    • Demonstrated leadership and managerial skills by managing a team of more than 15 employees and overseeing operations of the factory.

  • Providus Capital Graphic

    Equity Research

    Providus Capital

    - 1 month

    Pakistan

    • Learned to model companies and apply financial concepts.
    • Analyzed listed tech companies and built financial models for them by using a bottom-up approach.

  • Al Meezan Investment Management Limited Graphic

    Fund Accountant

    Al Meezan Investment Management Limited

    - 2 months

    Pakistan

    • Assisted team in making daily fund reports and calculation of NAV.
    • Updated SMA database to record unrealized gains, sales tax, and management fee.

Education

Licenses & Certifications

Languages

  • English

    Native or bilingual proficiency

  • Urdu

    Native or bilingual proficiency

  • Memoni

    Native or bilingual proficiency

  • Chinese

    Elementary proficiency

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