Daniel Paul D'souza — Associate Consultant

I am a finance professional with a hybrid background spanning investment research, portfolio strategy, client advisory, and financial technology. Over the past several years, I have worked across asset classes including equities, bonds, real estate, derivatives, and digital assets, with exposure to portfolios ranging from SMEs to institutional clients and UHNWIs, including transactions up to USD 200M. My experience bridges both the buy-side and advisory side; from portfolio allocation and valuation to regulatory compliance and client-focused solutions. I have also built quantitative models, automated trading systems, and NLP-driven tools that support investment decisions, risk analysis, and business strategy. I bring together three strengths: • Investment & Business Analysis – valuation, financial modeling, DCF/multiples, comparative analysis, revenue/expense forecasting. • Client Advisory & Strategy – portfolio structuring, product selection, capital preservation and growth, regulatory frameworks (ADGM, DIFC, VAT). • Technology & Innovation – Python-driven financial models, automated bots, data visualization, alternative datasets for feasibility studies. I am open to opportunities across investment management, corporate finance, fintech, and business/finance analyst roles where I can apply analytical rigor, advisory expertise, and technology-driven insights to support growth and decision-making.

Stackforce AI infers this person is a Fintech professional with strong expertise in investment analysis and financial technology solutions.

Location: Abu Dhabi, Abu Dhabi, United Arab Emirates

Experience: 10 yrs 8 mos

Skills

Investment Analysis
Financial Modeling
Automated Trading
Investment Strategies
Technology & Innovation
Portfolio Strategy
Financial Advisory
Financial Analysis
Budgeting & Forecasting
Research Analysis
Content Development

Career Highlights

Expert in investment analysis and portfolio strategy.
Developed automated trading systems and NLP-driven tools.
Strong background in both buy-side and advisory roles.

Work Experience

Freelance

Finance & Strategy Consultant (5 yrs 2 mos)

Oktacore Holding Limited

Group Financial Coordinator (1 yr 9 mos)

Financial Analyst (1 yr 7 mos)

Research Analyst (9 mos)

Vibrant Securities

Dealer/Options Strategist (4 mos)

SBI Mutual Fund

Summer Intern (4 mos)

Zeus Learning

Content Author/Developer (1 yr 1 mo)

Godfrey Phillips India Ltd

Promotional Representative (8 mos)

Diageo India

Promotional Representative (3 mos)

Education

Masters in Management Studies at Xavier Institute Of Management and Research

Bachelor of Science (B.Sc.) at St. Xavier's College

Secondary School Certificate at Holy Family High School

Daniel Paul D'souza

Associate Consultant

Abu Dhabi, Abu Dhabi, United Arab Emirates10 yrs 8 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in investment analysis and portfolio strategy.
Developed automated trading systems and NLP-driven tools.
Strong background in both buy-side and advisory roles.

Stackforce AI infers this person is a Fintech professional with strong expertise in investment analysis and financial technology solutions.

Contact

Skills

Core Skills

Investment AnalysisFinancial ModelingAutomated TradingInvestment StrategiesTechnology & InnovationPortfolio StrategyFinancial AdvisoryFinancial AnalysisBudgeting & ForecastingResearch AnalysisContent Development

Other Skills

Financial MarketsAzureQuantitative ResearchNLPData AnalysisFinanceCorporate FinanceLeadershipAsset ManagementFinancial & Operational ModelingDerivativesFinancial PlanningOperations ResearchAnalytical SkillsValuation

About

Experience

10 yrs 8 mos

Total Experience

2 yrs 8 mos

Average Tenure

5 yrs 2 mos

Current Experience

Freelance

Finance & Strategy Consultant

Mar 2021 – Present · 5 yrs 2 mos · Abu Dhabi Emirate, United Arab Emirates · Hybrid

Conducted investment and business analysis for SMEs, startups, and private clients using DCF, multiples, and feasibility studies with alternative datasets (Dubai Land Department, Google APIs, macroeconomic trends).
Researched SEC filings (10-K, 10-Q, proxies) via EDGAR to derive insights into corporate strategy, risks, and governance.
Developed quantitative models (percentile-based volatility, VIX decline predictors, macroeconomic factor models) to support investment strategies.
Built a fully automated trading bot on Azure VM for equity and options strategies with real-time monitoring and alerts.
Created NLP-driven news analysis and compliance chatbot tools to support decision-making.

Investment StrategiesFinancial MarketsInvestment AnalysisFinancial Modeling

Oktacore holding limited

3 roles

Group Financial Coordinator

Promoted

Apr 2019 – Jan 2021 · 1 yr 9 mos

Directed portfolio allocation strategies across equities, bonds, derivatives, real estate, and digital assets for in-house funds and UHNWIs.
Advised on treasury optimization, portfolio structuring, and a USD XXX million real estate transactions.
Built financial models for capital requirements, portfolio allocations, and derivatives hedging.
Guided subsidiaries and clients on ADGM & DIFC licensing and compliance.
Oversaw VAT filings, regulatory reporting, and ERP implementation.

FinanceCorporate FinanceLeadershipBudgeting & ForecastingFinancial AdvisoryAsset Management+23

Financial Analyst

Promoted

Sep 2017 – Apr 2019 · 1 yr 7 mos

Built valuation, budgeting, and forecasting models for acquisitions and corporate strategy.
Strengthened compliance frameworks across subsidiaries and secured AED 5M VAT savings for a client.

FinanceCorporate FinanceBudgeting & ForecastingFinancial AdvisoryTeamworkFinancial & Operational Modeling+18

Research Analyst

Nov 2016 – Aug 2017 · 9 mos

Conducted financial, legal, and operational research using Thomson Reuters and Lexis Nexis.
Designed a proprietary country risk ranking framework for compliance.

FinanceMicrosoft OfficeOperations ResearchAnalytical SkillsRisk AnalysisMarket Research+3

Vibrant securities

Dealer/Options Strategist

Jun 2016 – Oct 2016 · 4 mos · Mumbai, Maharashtra, India

Developed option strategies for hedging and speculation on client and prop. accounts
Developed an investment framework for Clients based on their risk taking ability, time frames, returns expectations, and life goals
Advised clients on new issues of Initial Public Offerings, Non-Convertible/Convertible Debentures, Sovereign Gold Bonds, etc.
Conceptualized and developed educational & marketing material for clients

Financial AdvisoryTeamworkDerivativesFinancial AnalysisMicrosoft OfficeFinancial Services+8

Sbi mutual fund

Summer Intern

Apr 2015 – Aug 2015 · 4 mos · Mumbai Metropolitan Region

Advised Individual Financial Advisors (IFA’s) on New Fund Offerings and existing schemes
Developed Investment Policies based on risk & return requirements for varying timeframes
Prepared Educational & Marketing material for IFA’s
Grew business opportunities by onboarding IFA's with a collective AUM of USD 500,000

Financial AdvisoryTeamworkFinancial AnalysisMicrosoft OfficeFinancial ServicesRisk Analysis+3

Zeus learning

Content Author/Developer

Jul 2012 – Aug 2013 · 1 yr 1 mo · Mumbai Metropolitan Region

Conceptualized and designed educational content (Earth &Space Sciences) for Grades 8 – 12
Coordinated with the graphics and programming teams to develop content
Liaised with clients on requirements and amendments

TeamworkConcept ResearchConcept GenerationMicrosoft OfficeEducational TechnologyContent Development+1