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Ali Iqbal, CFA

Ali Iqbal, CFA

Senior Business Planning Analyst

NorQuest College


My Portfolio Highlights

My New Course

Introduction to SQL

Data ninja, stealthily extracting insights from complex datasets.

My Work

Take a look at my latest work.


Introduction to Power BI


Introduction to SQL


Introduction to ChatGPT

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

NorQuest College | Aug 2023 - Present

Senior Analyst Business Planning


Hokanson Capital Inc. | Apr 2021 - May 2023

Business and Treasury Analyst


RBC | Nov 2020 - Apr 2021

Banking Advisor


Allied Bank Limited | Feb 2019 - Sep 2019

Associate Relationship Manager

• Preparation of Business Plans as proposed by Senior Management which involves economic research and includes country and banking industry analysis. • Relationship Management with Local & Foreign Banks for the managing correspondent banking relationships for facilitating ABL Trade / Treasury / Guarantees / MRPAs / Forfaiting transactions. • Negotiation with existing correspondent banks on Nostro account pricing/ rebate reviews and business reciprocity to achieve FI income. • Supervision & preparation of Credit Applications of Financial Institutions, Development Financial Institutions & NBFI’s for the approval of treasury and trade lines based on financial analysis and recommendation of business units. • Supervision & preparation of Initiation/enhancement/ renewal of Country Limits to cap business transactions of countries after identifying business requirements of ABL Pakistan and Bahrain office. • Executing Master Risk Participation agreements with different banks to initiate trade business on a risk sharing basis.
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Allied Bank Limited | Nov 2016 - Feb 2019

Senior Relationship Officer

FI - Corporate and investment banking group

Bank Al Habib Limited | Sep 2012 - Nov 2016

Financial Institutions - Credit Officer

• Effectively conduct financial analysis of DFI’s (Local and Foreign banks worldwide) for bank limits, secondary market transactions, foreign guarantees and syndications and other investment opportunities • Responsible for preparing Consolidated Country Risk Position of the bank and all its foreign offices • Actively assists in execution of the Forfaiting/ Risk participation both under MRPA and forfaiting agreement • Country macroeconomic and banking sector analysis • Prepare various Trade Related MIS reports which assists in better decision making. • Conducting detailed analysis of on banks via spreadsheet and assigning internal risk ratings

ALFALAH BANK LIMITED | Dec 2008 - Jan 2009


Complete 6 week internship at main branch of Alfalah bank. Departments Included: Clearing department Account opening department Accounts department Remittance Saving certificates

Aga Khan University | Aug 2007 - Jan 2008

Finance Volunteer

*Prepare vouchers from international shipments received at the warehouse. *Prepare voucher from local vendors in People soft “AKU Finance software” *Prepare and Make sure GRIN matches with the voucher.

Marriot Karachi | Jun 2006 - Jul 2006


Assisted Manager HRD in training sessions and learnt the day to day tasks of respective departments. Responsibilities included: *Assisting in preparing Bank reconciliation and other reports. *Perform Human Resource duties and keep the essential HR records up-to- date. *Interacting with customer and resolving their issues or complaints.

My Education

Take a look at my formal education

FRM Certified, Risk ManagementGlobal Association of Risk Professionals (GARP) | 2020
CFA Charterholder CFA Institute | 2018
PIPFA, AccountingPakistan Institute of Public Finance Accountants | 2014
JAIBP, BankingInstitute of bankers of Pakistan | 2014
MCom, MarketingUniversity of Karachi | 2011

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