KESHALA MAHABIR
Ipswich
Summary
CFA and ACCA-qualified finance professional with 10+ years' experience managing multi-million fixed income portfolios and leading strategic growth initiatives. Proven success in asset management, financial modelling, risk analysis, and product innovation. Experienced in senior stakeholder engagement and passionate about delivering results in investment management, business development and profit generation.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Head of Wealth Management
Maritime Capital Limited
2021.01 - Current
- Grew portfolio from £0 to £50M+ in Repurchase Agreements within 3 years.
- Increased client base from 20 to 400+ in four years, achieving profitability of £500k by 2024 (from initial loss).
- Led cross-functional teams across operations, accounting, client care, and wealth management units.
- Presented quarterly performance updates to Board of Directors.
Portfolio Manager / Wealth Associate
Maritime Capital Limited
2020.01 - 2021.01
- Implemented commission structure enhancing sales team productivity by 30%.
- Designed and executed tailored portfolio strategies for institutional and high-net-worth clients.
Senior Risk Analyst
First Citizens Group
2018.01 - 2019.01
- Supervised risk assessments focusing on market, credit, and liquidity risk.
- Developed internal bond valuation models and contributed to IFRS 9 implementation.
Investment Analyst
ANSA McAL Ltd
2016.01 - 2018.01
- Produced market insights, equity valuations, and presented investment opportunities to senior stakeholders.
- Developed asset-liability management tools.
Education
Chartered Financial Analyst - Portfolio Management
CFA Institute
United States Of America2021-02
ACCA Member - Accounting
Association of Chartered Certified Accountant
United Kingdom2017-12
Skills
- Fixed Income Portfolio Management
- Investment & Financial Modelling
- IFRS 9 & Risk Management
- Strategic & Operational Leadership
- Client & Stakeholder Engagement
- Regulatory Reporting & Compliance
- Advanced Excel
- Financial Modelling
- PowerPoint
Affiliations
- Vice President, CFA Society Trinidad and Tobago
- Board Representative, Mutual Fund Association of Trinidad & Tobago (MFATT)
Certification
- Chartered Financial Analyst (CFA), CFA Institute, 2021
- Association of Chartered Certified Accountants (ACCA), Member since 2017
Timeline
Head of Wealth Management
Maritime Capital Limited
2021.01 - Current
Portfolio Manager / Wealth Associate
Maritime Capital Limited
2020.01 - 2021.01
Senior Risk Analyst
First Citizens Group
2018.01 - 2019.01
Investment Analyst
ANSA McAL Ltd
2016.01 - 2018.01
Chartered Financial Analyst - Portfolio Management
CFA Institute
ACCA Member - Accounting
Association of Chartered Certified Accountant
Training
- Investment Management Workshop, Harvard Business School, 2025
- Advanced Valuation Executive Certificate, NYU Stern School of Business, 2023
Actor
Member of 'Better than we? Wey! Prouctions; played supporting roles in 'Suite Surrender' and 'It runs in the Family'
Local National TV Lead Actress on 'Mixed up'