Financial Analyst
Bakheet Investment Group
مجموع سنوات الخبرة :4 years, 10 أشهر
Investment Research & Financial Analyst
Main responsibilities included:
• Analyzing and forecasting income statements of companies listed in the Saudi stock market.
• Editing regular financial reports (Annual, Monthly and Weekly), and analyzing the performance of Saudi stock market.
• Portfolios & funds periodic reports’ development.
• Analyzing the research reports and financial data gathered on The Saudi and Arab Stock Markets (Arab Equity System, AES) to verify stock's weight in the fund/portfolio depending on the overlook of the market future (within the range limits).
Fund Operations Officer:
Main responsibilities include:
• Order Processing & Execution.
• Unit registration and NAV updates.
• Reconciliation of Clients Cash and funds Cash
• Money Transfers.
• Opening and managing client accounts.
• Custody of Clients Files and Information
Main responsibilities included:
• Cash checks and pay out money after verifying that signatures are correct; written numerical amounts agree, and making sure accounts have sufficient funds.
• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit.
• Count currency, coins, and checks received, by hand or using currency-counting machine, in order to prepare them for deposit.
• Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
• Explain, promote, or sell products or services such as foreign' checks, money orders, and visa card, using computerized information about customers to tailor recommendations.
• Inform customers about foreign currency regulations, and compute transaction fees for currency exchanges.
• Provide training and delegate task to the new hires.