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Abdulaziz Zubaid, Financial Analyst, Asset Management

Abdulaziz Zubaid

Financial Analyst, Asset Management·National Investments Company

Kuwait

Master's degree, Investment Management

Work experience

Total years of experience: 9 years, 4 months

Financial Analyst, Asset Management

February 2017 - Present

National Investments Company

Al Kuwait, Kuwait

February 2017 - Present

• Conduct fundamental and peer analysis on regional equities
• Develop full DCF models and multiples for equity valuations
• Prepare macroeconomic and microeconomic reports on a global and regional basis
• Analyze Company financial statements comprehensively to figure out any misconceptions.
• Prepare stop loss reports after analyzing Company financial statements and recommend whether to buy, hold, or sell listed equities
• Build financial models for department use by utilizing Thompson Reuters Research Data Pool
• Update and develop performance reports for regional markets and trends on a weekly and monthly basis
• Update specific Company performance reports by developing a mini DCF model.
• Attend General Assembly for companies’ existent in NIC funds or portfolios

Company industry:
Financial Services
Job role:
Finance and Investment

Education

Birkbeck, University of London

September 2016

September 2016

Master's degree, Investment Management

United Kingdom

GPA (point): 3.2 out of 4

GPA (point): 3.2 out of 4

This course is part of the CFA University recognition program. Predicted Grade is 2:1 Second Class Honors (lower division) equivalent to 3.00-3.33 GPA American grading system. Relative modules include, Investment Management, Financial Management, Financial Reporting, Financial Modeling, Entrepreneurial Finance, Valuation and Risk Management, Multinational Financial Management, and Market & Portfolio Analysis. Independent Dissertation is primarily focused on the relationship of profitability with Capital Structure and Dividend Policy in GCC Islamic and conventional banks. An extensive and useful course that provides you with practical and technical knowledge on financial & investment theories, models, and assumptions. It combines knowledge of both entrepreneurial & corporate finance with the institutional and individual investor and how management should operate on the opposing side. It also is inclusive on theory of markets and efficiency, along with portfolios analysis.
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School of Oriental African Studies, University of London

June 2015

June 2015

Bachelor's degree, BSc International Management (MENA REGION)

United Kingdom

GPA (point): 3.5 out of 4

GPA (point): 3.5 out of 4

Achieved 2:1 Second Class Honors (upper division) equivalent to 3.33-3.67 GPA American grading system. Relative modules included, Finance in MENA, Corporate Finance, Financial & Managerial Accounting, Managerial Economics, International Business Strategy, and Quantitative and Analytical Techniques for Managers. A Comprehensively diverse course in which I also learned theoretically how businesses operate on a global scale from an International Marketing, International Human Resource, Corporate Governance, and Political perspective. Advantageously , some modules were focused on MENA, hence subjects such as Contemporary Issues in MENA economies, Management in MENA Domestic and International developments, Arabic Culture, Government & Politics in MENA, were included.Independent Dissertation was about FDI and diversification in GCC countries.
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David Game College

August 2012

August 2012

Diploma, University Foundation Program

United Kingdom

GPA (percentage): 90%

GPA (percentage): 90%

International foundation program that is mandatory for international students in the UK. It proved my eligibility to study in a University of London Institution. Relative subjects included Accounting, Economics, and Business administration.
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American International School of Kuwait (AISK)

June 2011

June 2011

High school or equivalent, High School Degree

Kuwait

Skills

DCF
Expert
DCF
Expert
Bloomberg Terminal
Expert
Bloomberg Terminal
Expert
Portfolio Management
Expert
Portfolio Management
Expert
Monte Carlo Simulation
Expert
Monte Carlo Simulation
Expert
Financial Analysis
Expert
Financial Analysis
Expert
DCF and Multiples valuation
Expert
DCF and Multiples valuation
Expert
Ratio and financial statement analysis
Expert
Ratio and financial statement analysis
Expert
Financial Modeling
Expert
Financial Modeling
Expert
Macro and Micro analysis
Expert
Macro and Micro analysis
Expert
Market analysis
Expert
Market analysis
Expert
Microsoft Excel, Thomson Reuters, Bloomberg terminal
Intermediate
Microsoft Excel, Thomson Reuters, Bloomberg terminal
Intermediate
DCF
Expert
DCF
Expert
Bloomberg Terminal
Expert
Bloomberg Terminal
Expert
Portfolio Management
Expert
Portfolio Management
Expert
Monte Carlo Simulation
Expert
Monte Carlo Simulation
Expert
Financial Analysis
Expert
Financial Analysis
Expert

Languages

Arabic
Expert
English
Expert

Hobbies

  • Follow Political Trends
  • Learn Financial Models
  • Follow Modern Business Trends
  • Personal Investing in Financial Instruments
    Currently Managing a low capital portfolio on US Stocks, Bonds, and Options
  • Following Global Market Trends