Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Sam Alaaeddin

Sydney,Australia

Summary

Versatile finance professional with a decade of expertise in portfolio management, strategy, modeling, and analysis. As a Senior Investment Analyst at ClearView Limited, I actively managed $3 billion in FUM and guided a network of 250 financial advisers. At Challenger Limited, I crafted intricate pitch books to raise funds from institutional clients for our boutique fund managers; as well as conducting comprehensive portfolio analysis and research. As an Associate Research Director at Investment Trends, I led a team of analysts and presented research to C-suite executives, positioning the company at the forefront of industry intelligence.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Associate Director of Research

Investment Trends
04.2023 - Current
  • Presented at industry conferences and to clients, media, and other stakeholders
  • Identified and implemented new research and reports on trends within the Financial Services industry (e.g Asset allocation, investment vehicles/structures, adviser behaviour, investor behaviour etc)
  • Cultivated strong relationships with stakeholders in the industry to access opportunities and address obstacles
  • Resolved client issues and queries proactively and to their satisfaction
  • Designed and managed surveys that provided actionable insights for clients.
  • Assisted senior leadership in managing all aspects of operations.
  • Prioritised tasks and allocated resources appropriately to keep teams focused and productive.
  • Led teams of up to 3 personnel, supervising daily performance as well as training and improvement plans.

Senior Investment Analyst

ClearView Limited
11.2018 - 04.2023
  • Contributed to the development of model portfolio positioning (asset allocation and manager selection) by conducting macro analysis, scenario modelling, and researching fund managers and investment ideas
  • Conducted in-depth market research of key market trends across all asset classes, industries and regions
  • Prepared relevant research materials for client communications, including regular portfolio and performance reporting, investment committee papers and general research pieces
  • Engaged the team’s financial adviser and planner relationships by providing adviser solutions, exceptional customer service, investment expertise, and research materials to support ClearView model recommendations to clients
  • Produced clear, concise, and engaging investment writing and market insights for both non-specialist and professional audiences, including email communication, research reports, webinars and newsletters
  • Lead ESG analyst, including closely monitoring and understanding underlying positions of managers within the models
  • Supported the Distribution team by addressing investment-related inquiries and providing relevant support.
  • Conducted detailed investment analysis, calculations and reports.
  • Created and maintained precise and accurate models, charts and reports.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Developed financial projections and forecasts to guide investment decisions.
  • Participated in client meetings to discuss financial analysis and investment strategies.
  • Created financial strategies to optimize portfolio performance and reduce risk.
  • Conducted due diligence on potential investments and presented findings to investors.
  • Monitored market trends and news to identify emerging opportunities.
  • Presented oral and written reports on general economic trends, individual corporations and entire industries.
  • Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
  • Researched macroeconomic, industry and company-specific data to inform investment decisions.
  • Developed financial models to assess potential investments and identify potential risks.
  • Coordinated with financial advisors to develop long-term investment strategies.
  • Developed trading strategies to maximize returns on investments.

Client Research Manager

Challenger Limited
01.2017 - 10.2018
  • Provided excellent service to 11 boutique investment managers and their institutional clients, as well as the business development team for both Institutional & Retail segments
  • Compiled and reviewed quantitative and qualitative data used to complete RFIs, questionnaires, and data requests for research houses, platforms, and dealer groups
  • Conducted liquidity analysis, stress testing analysis, and portfolio metric calculations using Bloomberg and FactSet, ensuring compliance with industry standards and regulations
  • Liaised with external clients to fulfill incoming requests and meet regulatory commitments, maintaining strong relationships with clients and stakeholders.
  • Developed relationships and communicated with clients to explain proposals, present research findings or discuss project status.
  • Maintained budget guidelines, approved all expenses and submitted timely financial reports.
  • Planned or directed research, development or production activities.
  • Built and strengthened field partnerships to advance group research and awareness of activities.
  • Conducted detailed investment analysis, calculations and reports.
  • Created and maintained precise and accurate models, charts and reports.
  • Monitored market trends and news to identify emerging opportunities.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.
  • Developed financial models to assess potential investments and identify potential risks.
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Evaluated performance of existing investments and adjusted accordingly.

Client Research Associate

Challenger Limited
12.2015 - 12.2016
  • Conducted quantitative and qualitative research to support the Institutional and Retail teams in providing tailored investment solutions to clients
  • Analysed financial markets and strategic asset class data to identify investment opportunities and provide insights to investors
  • Collaborated with clients to identify their specific research needs and provide relevant analyses and solutions
  • Managed relationships with internal and external stakeholders, ensuring effective communication and delivery of research materials
  • Prepared reports and presentations for clients and management, utilising clear and concise language to effectively communicate complex financial concepts.
  • Gathered, arranged, and corrected research data to create representative graphs and charts highlighting results for presentations.
  • Helped team meet regulatory requirements by coordinating documentation and filings.
  • Interpreted data analysis results to draw inferences and conclusions.

Institutional Business Assistant

Challenger Limited
09.2014 - 12.2015
  • Worked directly with the General Managers of both the Institutional, Business & Advice Services Teams - assisted with the preparation of presentations, excel spreadsheets, charts & the management of client events
  • Compiled reports & commentary for the Institutional, Client Service & Advice Services team
  • Managed team budget & looked after the expenses, travel and administrative needs of 18 people
  • Coordinated & worked with the Events/Marketing team in the planning, management and execution of major client events
  • Performed VBA coding (automation) for the Client service team
  • Compiled research reports for boutique fund managers.

Education

Diploma of Financial Planning -

Kaplan
Sydney, NSW
11.2023

Bachelor of Law (LL.B)/Commerce (B.Com) in Finance -

University of New South Wales (UNSW)
Sydney, NSW
12.2013

Legal Systems of Asia

University of Sydney
12.2013

Higher School Certificate – UAI 97.1 -

Bossley Park High
12.2008

Skills

  • Excel
  • MS Office
  • PowerPoint
  • Bloomberg
  • Morningstar Direct
  • Financial Modeling
  • Variance Analysis
  • Financial Planning
  • Funds Distribution
  • Statistical Analysis
  • Investment Analysis
  • Comparative Analysis
  • Organization and Time Management

Accomplishments

  • Accomplished in Jiu jitsu and kickboxing
  • Podcaster on Spotify, Amazon Music, Google Podcasts and Youtube

Certification

Islamic Finance Accreditation - La Trobe University (Dubai Ethica)

Timeline

Associate Director of Research

Investment Trends
04.2023 - Current

Senior Investment Analyst

ClearView Limited
11.2018 - 04.2023

Client Research Manager

Challenger Limited
01.2017 - 10.2018

Client Research Associate

Challenger Limited
12.2015 - 12.2016

Institutional Business Assistant

Challenger Limited
09.2014 - 12.2015

Diploma of Financial Planning -

Kaplan

Bachelor of Law (LL.B)/Commerce (B.Com) in Finance -

University of New South Wales (UNSW)

Legal Systems of Asia

University of Sydney

Higher School Certificate – UAI 97.1 -

Bossley Park High

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Sam Alaaeddin