Financial analyst
The O'Neill Student Investment Fund
Total des années d'expérience :2 years, 5 Mois
Responsible for collaboration with a portfolio management team in developing investment strategies for a 500, 000 fund
• Researched global and domestic economic market trends to provide purchase and sell recommendations
• Analyzed company financial statements to assess risk and provided an investment research report
• Developed macro-economic and firm valuation models using Excel and R to evaluate investment opportunities, resulting a confident to invest in the stock market
• Created three pricing model for subscription cost and payment options for a solar project to attract new customers
• Researched about other solar energy projects in order to increase subscription, resulting weakness and how to avoid them
• Created five-year financial plan including balance sheet, income statement, and cash flow statement, in order to meet the future goals
• lead in collecting quantitative data that would utilize to increase donations
• Responsible for 100 clients to negotiate and increase their fund based on analyze the customer preference, resulting increase investment in the Riyad Bank
• Growing the interested clients and relationships with old clients by meeting face to face and phone calls, resulting 120 interested clients
USA
Bachelor of Financial Management 2012