Rehab Mohsin

Rehab Mohsin's work experience includes:

- Currently working as a Portfolio Analyst, Multi Asset at Investec Wealth & Investment UK since May 2022. Rehab is responsible for multi-asset portfolio construction and optimization, attribution analysis of performance, preparation of presentation decks, execution of portfolio rebalances, and supporting equity research desk and investment strategy stakeholders.

- Previously worked as an Investment Manager at Investec Wealth & Investment UK from July 2021 to May 2022. Their key responsibilities included managing client relationships and assisting wealth succession conversations, creating meeting packs and portfolio suitability reports, onboarding new clients, and managing off-boarding clients.

- Will be working as a Group Lead at Finimize from January 2023 onwards.

- Worked as a Tax Graduate - Private Client at Menzies LLP from August 2020 to January 2021. Their role involved tax compliance services for high net worth individuals and estates, creation of advisory reports, communication with third parties, and conversion of leads into business.

- Worked as an Assistant Manager at Uniqlo from October 2016 to December 2019.

- Served as the Vice President- Actuarial Society at Queen Mary University of London from December 2017 to July 2019. Their responsibilities included content and event creation, managing finances, negotiating rates for branded apparel, and assisting with marketing and sales.

- Interned as an Assistant College Researcher at UCL in July and August 2015. Rehab worked on preparing microscope slides, assisting PhD researchers, performing statistical analysis, and creating a report on the project.

- Participated in the Biomedical Research Placement program at Barts Cancer Institute in July 2015. Rehab gained experience in various biomedical experiments and laboratory skills.

Rehab Mohsin completed their high school education at Eastbury Community School from 2009 to 2016, where they earned their GCSEs and A-Levels. They then pursued a Bachelor's degree in BSc (Hons)- Mathematics with Actuarial Science from Queen Mary University of London, graduating in 2019.

In terms of additional certifications, Rehab Mohsin obtained various qualifications and completed several courses. They received the "Investment Advice Diploma" from The Chartered Institute for Securities & Investment (The CISI) in October 2021. They also obtained the "Investment Management Certificate" from CFA UK in July 2021. In March 2021, Rehab Mohsin completed the "(TSLA) Stock Valuation with Comparable Companies Analysis" course through Coursera Course Certificates.

They further expanded their knowledge by obtaining the "CFA Investment Foundations Certificate" from CFA Institute in March 2021. They also completed several courses on financial modeling and accounting, including "Financial Modeling Foundations," "Financial Modeling and Forecasting Financial Statements," "Financial Accounting Foundations," and "Finance Foundations: Business Valuation" on LinkedIn in 2020 and 2021.

Rehab Mohsin acquired skills in data analysis and management by completing the "Excel 2016: Managing and Analyzing Data" course on LinkedIn in October 2019. Additionally, they achieved the "Microsoft Office Specialist Excel 2013" certification from Microsoft in January 2017. They also obtained the "Fundamentals of Digital Marketing" certification from IAB in September 2019.

Rehab Mohsin holds the designation of "Local Member" from CFA UK, which they acquired in July 2021. They also participated as a "Virtual Experience Program Participant" with Future IM/Pact; however, the specific month and year of completion for this program are not provided. Lastly, they obtained the "FactSet Essentials: Productivity Suite" and "FactSet Essentials: Universal Screening" certifications from FactSet in September 2022.