Yousef Hashem

• Manage the flow and quality of investment and liquidity data for the equity funds to provide real-time trade data to IMG. This involves:
• Identifying opportunities to build systematic workflows to enhance, automate or eliminate existing processes thereby creating efficiencies
• Leading a process enhancement project to automate the booking of our US Fund distributions into our portfolio management systems which greatly increased accuracy, saved time and eliminated risk of manual errors
• Generating and analyzing reports from custodian, accounting and transfer agent data and building systematic workflows to feed this data into our portfolio management systems on a trade-date basis
• Investigating unidentified portfolio activity in our systems or at service providers and adjusting our investment book to reflect most accurate data
• Collaborating with technology teams as well as service providers to accomplish team goals

• Selected stocks and presented them for consideration in the fund based on investment thesis. This involved:
• Researching and analyzing assigned sector and narrowing search through industry and market analysis
• Conducting financial statement analysis and financial modeling to arrive at valuation of companies and their stocks
• Collaborating with other students on some investment theses, communicating ideas, engaging in debate, delegating tasks
• Presenting investment theses to students, investment professionals, members of the board and many of the stocks were included in the fund and had a positive performance in the following quarter
• Utilizing Bloomberg terminal extensively for research. Utilizing excel for all financial modeling

• Studying fund mandate to determine necessary asset allocation adjustments and to assign sectors to analysts
• Conducting portfolio analysis to inform asset allocation decisions and optimize portfolio returns
• Analyzing stock presentations and reports from analyst and making transaction decisions for the fund
• Succeeded in maintaining portfolio alignment to mandated risk exposure

• Operated Portfolio Management Software to ensure uninterrupted portfolio adjustments and monitoring. This included:
• Adjusting portfolios on PMS by entering and exiting positions
• Reconciling investment accounts on PMS with bank statements

• Consolidating and analyzing clients’ investment accounts across depositories and generating performance reports.

• Constructed simulated portfolios on PMS for marketing purposes based on asset allocation strategies

• Created VBA Macro for portfolio managers to automate the process of generating and sending trade order emails to depository institutions