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
Chicago, IL
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
Louisville, KY
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
Dallas, TX (Remote)
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
Louisville, KY
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