Yaser Anwar (Equities/FICC)

Current

Author at Weekly Institutional Newsletter

Past

Business Analyst (Internship) at McKinsey & Company
Hedge Funds Advisor at LSE Alternative Investments Conference 2008
Chief Investment Strategist at York Investment Club

Hedge Fund Analyst (Internship) at Drobny Global Advisors
Equity & Global Macro Research Blog at http://www.yaseranwar.com
Analyst, Oil & Gas (Internship) at JP Morgan
Sales Associate at RBC Dominion Securities
Hedge Fund Analyst (Internship) at Permal Investment Management Services Ltd
Analyst, Global Private Client (Internship) at Merrill Lynch

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6 more...

Education

York University
Bloomberg Equity, FX & Fixed Income Certifications
Licensed Canadian Securities Broker (Series 7 Equivalent)

Self taught

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1 more...

Recommended

4 people have recommended Yaser Anwar

Connections

468 connections

Industry

Capital Markets

Websites

Yaser Anwar (Equities/FICC)’s Summary

Testimonials by Institutional Investors:
http://www.yaseranwar.com/2007/02/testimonials-what-people-are-saying.html
School ranking: http://www.yorku.ca/mediar/archive/Release.asp?Release=1272

I’m interested in Trading jobs.

The position presents an invigorating challenge that I feel qualified to approach and succeed, given my strong analytical abilities, interpersonal skills and investment acumen, developed through four internships at top-tier financial houses and recognition at the highest levels of financial media.

Why should you interview me? I am a tenacious individual whose accomplishments at Merrill Lynch, JP Morgan Securities, Permal Group and RBC Dominion Securities have been marked by teamwork, dedication and rigor.

Evidence of my analytical skills is reflected in my company-specific and macro analysis being featured and quoted: 9 times in the Wall St. Journal since inception of my blog (Feb 27 06).

At JPM I co-authored over 20 reports that were distributed to institutional clients (in one case my report on Devon Energy (DVN) received good recognition among colleagues, as the stock went up 5 points after publishing), performed excel valuations on Oil and Gas companies which forecasted outputs at various price levels and worked closely with Sales & Trading operations.

At ML my research report on China was tagged as “excellent” by a senior officer and worked with the senior financial advisor on client-specific asset allocation strategies.

My work at Permal exposed me to operational facets of the FoHF business, where I gained exposure to the sales, performance reporting and manager selection units.

At RBC Dominion Securities, in one particular case my unparalleled dedication and attention to detail resulted in a very successful pitch where the senior adviser won a million dollar client account.

Out of space.

Yaser Anwar (Equities/FICC)’s Specialties:

Ability To Spot Price Inefficiencies In The Stock Market.

Understanding Economic Trends & Interpreting Them To Reach Alpha

Extremely Passionate About The Financial Markets

Quantitative Equity Selection (through stock screens in multiple categories)/Trading Models (Cointegration Models for ETFs)

Trading- Options, Equities, FX & Futures

Highly Analytical, Strong Interpersonal Skills & Trading Acumen.

Yaser Anwar (Equities/FICC)’s Experience

Author

Weekly Institutional Newsletter

(Banking industry)

January 2007 — Present (1 year 9 months)

• Analyzing Global Markets (FX and Economics) and Long/Short and Event-Driven Equity Trades.

• Disseminated to top-tier buy-side funds, as well as sell-side firms which include, but not limited to, global American, Canadian, European, German and Swiss investment banks.

• Prohibited from mentioning specific names due to compliance issues.

• Not published online. Message me for more details.
Business Analyst (Internship)

McKinsey & Company

(Partnership; 5001-10,000 employees; McK; Management Consulting industry)

August 2008 — August 2008 (1 month)

• Assisted client service teams through research and communication of industry specific knowledge (Islamic Finance & Energy) in an articulate manner, thus allowing senior managers to advise clients' on critical operational and strategic inputs that would boost performance.

• Conducted financial, product, market and operational research to support strategic business planning (e.g., KPI trees for benchmarking management’s objectives).
Hedge Funds Advisor

LSE Alternative Investments Conference 2008

(Banking industry)

October 2007 — January 2008 (4 months)

• Involved with putting together the biggest and most successful student-organized conference on Hedge Funds and Private Equity in Europe with delegates from leading firms and universities.
Chief Investment Strategist

York Investment Club

(Educational Institution; 201-500 employees; YIC; Capital Markets industry)

December 2006 — December 2007 (1 year 1 month)

• Charged with outlining absolute return focused investment strategies for the largest club at Schulich (450 members).

• Returns during tenure: Outperformed S&P 500 by 390 basis points, 7.8% (YIC) vs. 3.9% (S&P).

• Responsibilities also included training and recruiting analysts alongside educating club members about the markets.
Hedge Fund Analyst (Internship)

Drobny Global Advisors

(Capital Markets industry)

July 2007 — August 2007 (2 months)

• Researched emerging markets; articulating their economies, monetary policies, and local industry analysis to develop a coherent thesis on favorite trades in local and global equity markets.

• Global macro idea generation; discussing macroeconomic policies, equity, FX and bond trades with research and fund managers; developed and implemented, from scratch, an online platform to provide unique, rigorous and sophisticated commentaries on global markets.
Equity & Global Macro Research Blog

http://www.yaseranwar.com

(Capital Markets industry)

February 2006 — June 2007 (1 year 5 months)

• Researched and authored reports covering global macro themes and in-depth security analysis covering a broad range of sectors and asset classes.

• Guest pieces for The Price Report by Tim Price (CIO Global Strategies at Union Bancaire Privée- London, U.K.; recommendation available).
Analyst, Oil & Gas (Internship)

JP Morgan

(Public Company; 10,001 or more employees; JPM; Capital Markets industry)

July 2006 — August 2006 (2 months)

• Co-authored over 20 reports which analyzed geo-political events, supply and demand drivers which were drafted as ‘Influential Sector Snapshots’ in a time-efficient manner, resulting in a boost of senior analyst's productivity.

• Performed in-depth industry, competitive and financial analysis by reviewing quarterly filings, performing valuations in excel to determine catalysts and their impact on key company metrics.

• Provided support through pre-trade analysis and regular briefs on company specific developments, which aided the information process flow, resulted in successful sales pitches and generation of trading alpha.
Sales Associate

RBC Dominion Securities

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

January 2006 — June 2006 (6 months)

• Involved in sales of financial instruments to high net worth clientele & equity research.

• Expanded RBC DS client base by C$1.5 million through cold-calling.
Hedge Fund Analyst (Internship)

Permal Investment Management Services Ltd

(Privately Held; Capital Markets industry)

June 2005 — August 2005 (3 months)

• Made presentations with fund-specific details, such as: investment philosophy, risk control systems implemented, fees charged, performance since inception and manager background. These traits were cross-referenced with a detailed database of over 1700 managers.

• Prepared reports for the Risk Committee on: initial and ongoing hedge fund financial and operational due diligence with respect to manager, market, liquidity and leverage risks.

• Produced reports which detailed: performance and allocation by strategy, single/multi-strategy focus, ratings garnered by S&P and investment themes, which aided senior managers in marketing and sales of funds to institutional clients such as Citigroup and Barclays.
Analyst, Global Private Client (Internship)

Merrill Lynch

(Public Company; 10,001 or more employees; MER; Capital Markets industry)

June 2004 — August 2004 (3 months)

• Research on Merrill Lynch Hedge Funds- their styles of investments, the methods used by each hedge fund to obtain maximum ROI & their investment objectives.

• Comparing the annual returns of 15 Merrill Lynch Hedge Funds against their indices, plotting returns on charts, cumulative & historical analysis of the 15 funds under each hedge fund style of investment.

• Worked alongside senior manager on client portfolio allocations according to risks & objectives of clients. Identifying & implementing strategies to benefit from seasonal trends & sector rotations.

• Analysis of 10 ETFs from different sectors. Strategies used when $100K was invested in equally in the 10 ETFs alongside the RSI and 50 day moving average.

• Presentation on Exchange Traded Funds- included an intro, key features & exponential growth of ETFs.

Yaser Anwar (Equities/FICC)’s Education

York University

Ranked # 1 by Forbes in Canada & in Top 10 by Business Week for International Schools, BA Finance/Management (GPA: B+ 7.6/9 + Dean's Honor List 2008), 2005 — 2009 (expected)
Bloomberg Equity, FX & Fixed Income Certifications

Bloomberg Certifications, Finance, 2006 — 2008
Licensed Canadian Securities Broker (Series 7 Equivalent)

Canadian Securities Course, Finance, 2006 — 2006
Self taught

Security Analysis

Activities and Societies:

Extra reading and coursework includes: a) Buffett's Partnership and Berkshire Hathaway shareholder letters, b) McKinsey Valuation, Fourth Edition, c) Seth Klarman's Margin of Safety, d) Security Analysis, and e) Toby Crabel's Opening Range Breakouts (Former Victor Neiderhoffer Trader- book is sold out).

Currently working on: Wall Street Prep and Training The Street's Investment Banking Training Courses.

Additional Information

Yaser Anwar (Equities/FICC)’s Websites:

Yaser Anwar (Equities/FICC)’s Interests:

Active networking and adding value to contacts; publishing an exclusive, invite-only weekly institutional newsletter; perusing The Economist, The WSJ, FT and other publications; dissecting global investment trends; reading books pertaining to business, military strategy, investing and cars; extra-curricular activities: boxing, drag racing, and other thrill-seeking and adrenalin-pumping sports to stay on the edge.

Yaser Anwar (Equities/FICC)’s Groups:

Chief Investment Strategist, York Investment Club (Jan 2007- Present)

• Charged with outlining investment trends & strategies for the largest club at York (370+ members). Responsibilities also included training & recruiting analysts alongside educating club members about the markets.

Editor, Investment Ideas, York University News Publications (Fall 2006- Present)

• Featured once under “Most Popular Stories” at Yahoo Finance & columnist at TRADER magazine.

• Pioneered the idea of the column for York University publications. Write monthly ‘how-to’ & succinct catalyst columns highlighting stocks that are set to outperform market benchmarks.