Amirali Khaleghi, CFA

Portfolio Management:

• Responsible for performance, rebalancing, risk management, and reporting of three fixed-income portfolios (high-yield, investment-grade, safe haven).
• Conducted ongoing fundamental research on fixed-income and equity portfolio holdings. Designed a valuation framework with the goal to streamline the valuation process.
• Created a Python program that is used for periodic calculation of all the WEM's portfolio risk levels based on European commission's latest measurement and reporting requirement ( VaR- equivalent Volatility).

Member of Investment & Asset Allocation committee:

• Carried out strategic asset allocation to achieve a range of diversified corner portfolios. Some of the techniques used were MVO and Black-Litterman optimization via Python.
• Responsible for writing the company's first investment guideline and governance procedures.
• Provided my vote in regards to approval of any material change to the current investment strategies, launching new investment strategies, and assigned tasks across the portfolio management department.
• Led the research on financial markets and published market insights. Held regular educational seminars to staff, clients, and public.

• Translated related economic models of fairness into computational
metrics to assess gender bias in automated loan approval systems.
• Applied a series of post-processing techniques to remove the bias
from a ML model adopted by a European bank.
• Identified the limitations of IBM's Artificial Intelligence Fairness
(AIF360)Toolkit for practical use. Wrote technical procedures on how
to effectively apply the toolkit within loan approval contexts.

• Established a base of high net worth clients and developed progress pipelines to manage client needs across internal teams. Expanded customer base through community outreach and strategic business partnerships.
• Analyzed client equity & fixed income portfolios and assisted in development of financial models for revenues & income forecasts.
• Assisted with business development activities by developing & managing marketing lists, helping with new account presentations, and preparing new prospect proposals.
• Assisted with securities trading as required and ensured that daily reconciliation of trades were processed.
• Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.

• Performed design and drafting of electrical systems including power
distribution and security systems.
• Led electrical and architectural production of document sets
•Reviewed contractors’ proposals and monitored the progress of electrical installations.

• Achieved the annual sales target within 6 months.
•Developed a surface mount exciter sound system that reduced the cost of the sound masking project by 80% ($47,000). First company in British Columbia to use this technology.
•Wrote technical procedures & trained staff on how to utilize surface
mount exciters and TCP/IP addressable digital signal processors.