Financial Analyst
Arzan Financial Group
Total years of experience :11 years, 3 Months
• Perform and ensure that all portfolio activities are carried out efficiently & cost effectively, as per the stipulated agreements.
• Handle the portfolio assigned in order to ensure effective implementation of overall operations and have sufficient justification on hand.
• Provide technical analysis for the purpose of signaling exit and entry points of the stocks and potential stocks in the Market.
• Analyze companies in the KSE quarterly.
• Developing on current financial modules and methodologies for conducting research and templates for reporting portfolio performance & company valuation.
• Prepare detailed proposals for fund set up and asset allocation in line with Arzan's strategic and developmental priorities, and submitting these to the Portfolio Manager for review and further action
• Ensure that all the research activities and trade recommendations are carried out in line with the fund objectives and Arzan's overall risk and investment guidelines.
• Constant research of new potential stocks to buy and staying in the parameters of the department risk appetite
• Observe of market movements and the economy in order to suggest appropriate action to maximize profits and minimize losses through funds.
• Identify funds and products with different investment strategies in order to offer a wide range of options to clients and investors.
• Well versed in Financial Modeling and creating Models for conducting intrinsic and accounting-based valuations of listed and unlisted equities using the DCF approach, DDM approach, Excess Return approach, and adjusted NAV approach.
• Performed fundamental analysis of various equities listed on GCC capital markets, which included an analysis of historical financials, both qualitatively and quantitatively, highlighting and incorporating impacts of latest material developments to the respective valuations.
• Conducted relative valuation exercises on equities by market multiples approach using Time series and Cross sectional data.
• Designed and generated various automated reports linking MS Excel spreadsheets and Reuters EIKON platform.
• Generated and updates on a continuous basis analytical reports to publish it in the local newspapers for Kuwait and GCC markets relating to various time periods.
• Designed and implemented a detailed monthly report for GCC stock markets on monthly basis with full analysis for internal and external users.
• Implemented an analysis of the various sectors in Kuwait using quantitative and financial ratios appropriate for each given industry.
• Contributed in developing and maintaining Macro economic reports for GCC and each constituent country for internal use by the Senior Management.
• Preparing score based recommendations to Buy / hold / sell for listed equities in the Proprietary portfolios.
• Preparing snapshot reports on listed companies to accompany reports sent out to portfolio clients.
As a part time student i joined Gulf University for Science and Technology to study Master of Business Administration. I joined GUST on September 2016 and graduated with a GPA of 3.63 on May 10th 2018.
Finance is the science that describes the management, creation and study of money, banking, credit, investments, assets and liabilities. Finance consists of financial systems, which include the public, private and government spaces, and the study of finance and financial instruments, which can relate to countless assets and liabilities. Some prefer to divide finance into three distinct categories: public finance, corporate finance and personal finance. All three of which would contain many sub-categories.
