Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Training
Actor
Generic

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
01.2021 - 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
01.2020 - 01.2021
  • 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
01.2018 - 01.2019
  • 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
01.2016 - 01.2018
  • 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 America
02-2021

ACCA Member - Accounting

Association of Chartered Certified Accountant
United Kingdom
12-2017

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
01.2021 - Current

Portfolio Manager / Wealth Associate

Maritime Capital Limited
01.2020 - 01.2021

Senior Risk Analyst

First Citizens Group
01.2018 - 01.2019

Investment Analyst

ANSA McAL Ltd
01.2016 - 01.2018

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'

KESHALA MAHABIR