Portfolio Manager
Saudi Kuwaiti Finance House
Total years of experience :13 years, 8 Months
o Assess investment opportunities and coordinate team members work in order to conduct deep analyses of companies.
o Analyze a large and heterogeneous universe (multiple sectors/countries) and select compelling investment candidates.
o Lead transaction execution from opportunity assessment, to position building, value extraction and exit.
o Prepare detailed presentations and action plans.
o Develop and maintain relations with top management of companies and with leading market participants as well as industry players.
o Participate in board meetings and influence strategy and decisions
o Reporting and update senior management on progress on each transaction.
o Participate as a senior member in portfolio monitoring, construction and reporting.
o Trades execution.
o Market coverage: follow news and events that might have an impact on a particular market or asset class. Quickly analyses them and their impact on holdings.
o Performing any other duties related to the job as assigned by the direct supervisor.
o Provide support and assist to senior portfolio manager in portfolio management.
o Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
o Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
o Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
o Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
o Assist in product development for real-estate projects.
o Arrange meetings and assist fund managers for pitching investment decisions.
- Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
- Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
- Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
- Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.
- Arrange meetings and assist fund managers for pitching investment decisions.
o Trading in international markets.
o Responsible for daily Market update letter.
o Monitor client's positions.
o Analyze stocks.
o Provide clients with recent updates of their stocks.
o Open accounts to clients (responsible for small and medium corporations -SMEs-)
o Apply Know Your Customer (KYC) term requirements.
o Provide Clients with services (SAMBA online, SAMBA connect, Payroll, Point of sales and cash delivery)
o Credit analysis by analyzes client's financials and risks face the business.
o Meet Credit Approval (CA) requirements to senior management.
• 2005-2010 King Fahd University of Petroleum and Minerals (KFUPM), Kingdom of Saudi Arabia. Bachelor of Science in Finance Concentration: finance and economics Graduated: August 2010 GPA: 2.65/4