khalid jaffer, independent stock trader

khalid jaffer

independent stock trader

independent stock trader

Location
Bahrain - Manama
Education
Diploma,  Understanding Financial Statements
Experience
17 years, 8 Months

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Work Experience

Total years of experience :17 years, 8 Months

independent stock trader at independent stock trader
  • Bahrain - Manama
  • My current job since December 2010

Started to trade in late of 2010 in the U.S equity market using my Zecco investment account.

Reporting Officer at Arab Bank Plc
  • Bahrain - Manama
  • My current job since August 2008

Performing the duties of management accounting officer (MIS reporting) starting from August 2008. The main responsibilities are in the area of “managerial accounting” analysis by extracting raw financial information with the help of IT department and use it in our various defined reports templates created by financial control department :
o Preparing internal profitability reporting for the commercial sector in various formats such as currency wise, product wise, and client wise.
o Preparing various ratios' analysis when required such as efficiency, return on investments, performance, solvency, and valuation ratios.
o Performing clients’ exposure in terms of client’s assets or/and liability with the bank.
o Compiling budget figures from various Strategic Business Units.
o Developing finance projects to meet the set of deliverables and budgets.
o Preparing some of our Central Bank of Bahrain reporting such as PIR, statistical return.
o Extracting raw information from bank financial statements (especially financial position and statement of profit and loss) to produce reportable information.
o Working together with IT department and Finance personnel in order to develop new reports and bridge the gap between finance requirements and IT capabilities.

nostro reconciliation controller at Arab Bank Plc
  • Bahrain - Manama
  • August 2006 to August 2008

Employed in Arab Bank plc in Financial Control Department as nostro reconciliation controller starting from August 2006. My main duties were to reconcile our internal records with our corresponding banks records and follow up in case of any discrepancies. In addition, I was involved in performing and creating some of the department financial reports as a backup person.

Education

Diploma,  Understanding Financial Statements
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • January 2011

short course

Diploma, Introduction to Islamic Banking
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • March 2010

short course

Diploma, Portfolio Management
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • November 2009

short course

Diploma, Asset Valuation
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • June 2009

short course

Diploma, Introduction to Assets/Liabilities Management
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • June 2009

short course

Diploma, Certified Financial Technician (CFTe) Level 1
  • at International Federation of Technical Analysis (IFTA)
  • May 2009
Diploma, new ETS iBT TOEFL exam
  • at ETS iBT
  • May 2009
Diploma, Fixed Income Management
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • April 2009

short course

Diploma, Investment Representative Certification (Series7)
  • at Bahrain Institution of Banking and Finance
  • March 2009

Certified from Central Bank of Bahrain, Bahrain Stock Exchange, and BIBF

Diploma, Introduction to Derivatives (ACI Operations Part 1)
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • February 2009

short course

Diploma, Introduction to Foreign Exchange (ACI Dealing Part 1)
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • February 2009

short course

Diploma, International Introduction To Investment Award (IIIA)
  • at Chartered Institute for Securities & Investment (CISI)
  • January 2009
Diploma, Technical Market Analysis
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • June 2008

short course

Diploma, Transaction Accounting
  • at Bahrain Institution of Banking and Finance ( BIBF )
  • February 2007

short course

Bachelor's degree, Business Information System
  • at University of Bahrain
  • January 2007

Enrolled in University of Bahrain and Bahrain Bankers Society program to select academically distinguished University of Bahrain students to work at selective organizations (Summer 2006) Enrolled in "Leadership development program 2" from Student Training and Development section (ST&DS)-University of Bahrain (Year of 2006) Accreditation Board for Engineering and Technology (ABET) program student council- Student Advisory Committee member member in the Strategic Planning and Review Committee (SPRC) in Bahrain Information Technology Team (BITT)

Diploma, Practitioner of Neuro Linguistic Programmering (NLP)
  • at Gulf Achievements
  • January 2004

from Gulf Achievements approved by American Board of Neuro Linguistic Programming (ABNLP)

Specialties & Skills

Banking
Fixed Income
Market Analysis
MS Office

Languages

Arabic
Expert
English
Expert

Memberships

Chartered Financial Analysts (CFA) Institution
  • designated CFA L1 candidate
  • April 2011
Chartered Institute for Securities & Investment (CISI)
  • Member
  • January 2011
Gulf Insurance Institute (GII)
  • Member
  • January 2011