MOMIN HAQUE
Chicago,IL
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
3
3
years of professional experience
Work History
Fixed Income Trading Portfolio Manager
City of Chicago Treasurer's Office, Investment Team
03.2022 - Current
- Manage $10 billion fixed-income portfolio, enhance liquidity through strategic cash management, immunize large outflows, and support key trading activities.
- Conduct in-depth credit analysis, devise and implement investment strategies, and execute trades; achieved $381 million investment income in 2023.
- Lead end-of-year efforts to enhance liquidity; successfully secured $2.3 billion in cash and equivalents in 2023—key factor in boosting City of Chicago’s credit rating.
- Conduct monthly performance assessments to safeguard portfolio’s market competitiveness, enable timely adjustments to trading strategies.
- Utilize Python to acquire ESG data for portfolio companies, facilitating year-end comparison against benchmarks.
Investment Banking Analyst
Baird
08.2020 - 08.2021
- Assisted in sell-side M&A transactions up to $50M with focus in the industrial and healthcare sectors.
- Conducted rigorous due diligence, developed detailed financial models, identified potential valuations using DCF and comparable analysis, and curated strategic buyer lists.
- Designed compelling engagement materials, including pitch decks, to effectively showcase key investment opportunities to potential clients.
- Developed comprehensive database to streamline interactions with over 700 private equity firms, significantly improve targeting of potential buyers and enhance deal flow management.
Project Consultant
Pivotal Equity Partners
06.2020 - 08.2020
- Crafted in-depth financial model for Texas residential project using insights from comparable developments.
- Employed robust DCF model to determine valuation and vital metrics such as ROI, NPV, and IRR.
- Secured substantial $2M investment, attesting to financial model's credibility and precision.
Investment Analyst
Gant Hill and Associates
05.2016 - 07.2016
- Secured $10M apartment complex deal by connecting client and seller, to highlight networking prowess.
- Developed extensive database, to pinpoint lucrative Kentucky property investments and to maximize client return.
- Evaluated Kentucky multi-family investments using financial metrics, to ensure optimal client returns.
Education
CFA Level 3 Candidate -
CFA Institute
M.S. in Business Analytics -
University of Louisville
Louisville, KY08.2021
CFA Level 2 Passed -
CFA Institute
06.2019
CFA Level 1 Passed -
CFA Institute
07.2017
B.S. in Finance -
University of Louisville
Louisville, KY05.2017
Skills
- Financial Modeling
- DCF Model
- Comparable Analysis
- Technical Analysis
- Analyzing investment opportunities
- Fundamental Analysis
- Yield Curve & Credit Analysis
- Understanding of Equity and Fixed Income Markets
- Bloomberg
- Proficient in Microsoft Office (Excel, Powerpoint, and Word)
- Python (Novice)
- R (Novice)
Timeline
Fixed Income Trading Portfolio Manager
City of Chicago Treasurer's Office, Investment Team
03.2022 - Current
Investment Banking Analyst
Baird
08.2020 - 08.2021
Project Consultant
Pivotal Equity Partners
06.2020 - 08.2020
Investment Analyst
Gant Hill and Associates
05.2016 - 07.2016
CFA Level 3 Candidate -
CFA Institute
M.S. in Business Analytics -
University of Louisville
CFA Level 2 Passed -
CFA Institute
CFA Level 1 Passed -
CFA Institute
B.S. in Finance -
University of Louisville
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