Asad Moghal

I am CFA working at Confluence Technologies. I work in the Equity and Index team providing financial market data and analysis to our clients.

Securities Analyst Aug 2019-Present

Confluence Technologies- Equity and Index team

• QA and daily assessment of equities, mutual funds, and exchange rates.
• Validating price returns, corporate action events and the historical performance of assets.
• QA and analysis of various data points for equities using a quantitative and critical approach to ensure data quality and to identify outliers.
• Using financial models and statistical concepts to value derivatives (warrants). 
• Creating a new internal process to determine the primary market for equities based on liquidity and other relevant factors.
• Leading data ingestion projects to expand coverage for different equity subtypes.
• Providing daily support and resolution on issues raised by internal clients. 
• Providing client service support for the North American client base.
• Collaborating with various internal teams on projects regarding process automation and methodology updates.
• Working on medium to long-term projects to enhance the team’s capability to provide better solutions to internal and external clients.
• Meeting with suppliers regularly to discuss short term issues and having an ongoing conversation on topics related to longer term projects. 
• Extensive use of Refinitiv Eikon and SQL.

B.A. in Economics and Mathematics

McGill University, Montreal, QC

CFA charter holder