Haleel Sarwar

Past

Consultant at Faysal Bank
Trader and Capital Markets Analyst at Central 1
Treasury Analyst at Credit Union Central of Ontario

Analyst at KASB Securities
Asset Liabilities Intern at ABN AMRO

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Education

York University - Schulich School of Business
The University of Western Ontario - Richard Ivey School of Business

Recommended

4 people have recommended Haleel

Connections

86 connections

Industry

Capital Markets

Websites

Twitter

Haleel Sarwar’s Summary

Analytical, motivated and goal oriented investment industry professional with international work experience in trading, institutional investing and corporate finance.

Haleel Sarwar’s Specialties:

Market maker, hedging, quoting bid/ask, currency trading, money market trading, yield curve trading, ALM, valuations, investment analysis, financial statement analysis, financial modelling, credit analysis, risk analysis and duration analysis

Haleel Sarwar’s Experience

Consultant

Faysal Bank

(Privately Held; Banking industry)

June 2009 — August 2009 (3 months)

Hired by Regional Head of Faysal Bank to provide detailed quantitative analyses and financial modeling on a number of projects for Corporate Banking North Region

Selected Consultant Projects:
1. Formulated a financial statement forecasting model to increase efficiency and reliability of quarterly client credit reviews; gaining recognition from management team and consequently region wide institution of financial model
2. Created a flexible and scalable financial model to track financial performance of corporate client based on a select group of matrices; gaining recognition from management team and consequently region wide institution of financial model
3. Conducted a detailed industry analysis on the Power Sector of Pakistan for the Assistant Vice President of Corporate Banking; published as a research report by Faysal Bank Corporate Banking Group.
Trader and Capital Markets Analyst

Central 1

(Privately Held; Banking industry)

July 2008 — November 2008 (5 months)

1.Market maker and hedge counter-party for 160 credit unions in Ontario by giving spot and/or future prices to Treasury sales for fixed income products, major currencies and interest rate swaps
2.Responsible for day to day portfolio management, performance attribution and strategy implementation for a variety of short duration and money market mandates totaling C$ 1.2 billion in exposure, exceeding the performance targets of 5 basis points by 2 -3 basis points
3.Hedged foreign exchange risk using forwards, spot and swaps due to translation and pricing for both Ontario and British Columbia liquidity portfolio exposures and credit union transactions respectively
4.Proprietary trading of U.S dollar, Canadian dollar and Euro to generate alpha returns
5.Trained and supervised university co-op students in writing programming code for financing and trading models and front desk financial and investment analysis
6.Assisting in management and investing of a C$7billion fixed income liquidity portfolio.
Treasury Analyst

Credit Union Central of Ontario

(Privately Held; 51-200 employees; Banking industry)

June 2006 — June 2008 (2 years 1 month)

Responsible for generating and reconciling performance metrics for Treasury on a monthly basis; presenting and explaining the results during Treasury’s Investment Advisory, Asset Liability and Treasury Performance committees.

Provide research and value added analysis on potential investments and capital market guidance to senior management during strategic investment decisions.

Scenario analysis on cost effective funding sources to maintain a healthy leverage ratio irrespective of the liquidity situation in the market.
Analyst

KASB Securities

(Capital Markets industry)

June 2005 — August 2005 (3 months)

Part of the Investment Banking Group at KASB Securities, primarily mandated to assist in the data room set up of a large E&P oil company.
Asset Liabilities Intern

ABN AMRO

(Public Company; 10,001 or more employees; Banking industry)

July 2003 — August 2003 (2 months)

Worked 2 summers at ABN AMRO, in 2002 and 2003. In 2002 I was working in the department responsible for providing personal service to clients with high net work. I learned a lot about banking operations and procedures during that tenure.

My second internship was in the Assets and Liabilities department, mostly responsible for selling different types of loans to prospective and current clients.

Haleel Sarwar’s Education

York University - Schulich School of Business

MBA , Strategic Management and Business Consulting , 2009 — 2010 (expected)

Focusing my study towards strategy, consulting and project management. In preparation for entering the consulting industry, specifically advertising and PR consulting.

Exchange Term: EMLYON Business School, Lyon, France

Activities and Societies:

Council Member of Entrepreneurship and Venture Capital Club,
MBA Rep. on the Graduate Business Council
The University of Western Ontario - Richard Ivey School of Business

HBA , Finance , 2002 — 2006

Attending Ivey was one of the best decision of my life. The learning experience has positioned me to gain from every opportunity; expanded my horizon and given self confidence to handle and undertake any responsibility. Greatly indebted to the staff and teachers and most of all my classmates.

Activities and Societies:

Investment group, Consulting group, Promotion rep for Pakistani Students Association, Soccer Team, Cricket Team

Additional Information

Haleel Sarwar’s Websites:

Twitter

Haleel Sarwar’s Interests:

Sports: wake boarding, cricket, swimming and basketball Leisure: reviewing new technology, reading non-fiction literature, modern-era automobiles Finance: trading FX, learning and experimenting with new approaches and techniques to trading and investing