Portfolio Manager
Teletrade
Total years of experience :13 years, 0 Months
. Creating and managing investment allocations for private and selective clients.
. Designing customized investment strategies for the clients in FX, commodities and futures.
. Maintain an in depth understanding of market conditions, trends and overall economic outlook.
. Reading timely investment analysis and research.
. Using MT4 client terminal to execute trades for clients.
. Using MT4 indicators in analyzing charts and identifying trends.
. Using MAM & PAMM to manage multiple clients’ accounts
• Directed corporate financial management team.
• Developed valuable business relationships with key clients/constituents.
• Provision of financial information and interpretation to Local and Area management teams to support quality decision making in achievement of company objectives.
• Standardized procedures and recorded step-by-step tasks for future years, reversing a chaotic consolidation process to one of accuracy and quality.
• Revamped system of internal controls to ensure effective checks and balances and protect company assets.
• Participated in the signing the most major deals which helped to sign significant revenue contracts and let open promising relations with clients.
• Managed a team of experts dealing with internal and external aspects of client portfolio, e.g., conducted due diligence on new clients & transactions, prepared credit approval memos/packages along with financial analysis.
• Developed strategies for expansion into the MENA market creating significant new revenues.
• Developed strategic financial plans with department heads.
• Encouraged strong business relationships with financial managers and principals' financial personnel.
• Developed successful sales and marketing plans within budget constraints.
• Handled US Equities Desk, promoting the new trading system (Pershing Netexchangepro) locally and regionally)
• Restored confidence and order to the operations of a marginal company while working to increase revenues.
• Promoted variety of investment products and services.
• Investigated business opportunities.
• Performed a profitability analysis on the various lines of business, within the corporation, providing the basis for a corporate reorganization.
• Operated successfully on minimal overhead.
• Analyzed market drivers to help clients create effective trading strategies; conduct detailed technical analysis to assess and predict financial markets behavior.
• Cooperated in design, development, and implementation of a marketing strategy.
• Prepared and presented business expansion plans to senior management.
• Was responsible for business origination and development across portfolio of private and public-sector clients in Jordan and MENA.
• Responsible for managing both business and the business development departments of the company.
as a part of a team in helping and assisting clients dealing with US Securities
• Developed highest standards of professional ethics, integrity, a positive, can do attitude, customer drive, and put into practice concepts of total quality and on time delivery, meeting or exceeding commitments.
• Determined financial impact due to product cost reductions, new product roll out, etc. and prepare periodic forecasts to update management on projected results.
• Responsible for setting performance goals, objectives, strategic business plans, policies and procedures for the company.
• Ensured a well-diversified customer base of clients including foreign institutions, Top local and regional banks.
• Created and sustained an office environment that challenged and motivated everyone to deliver world class customer service.
• Promoted to regional responsibilities for business expansion and re-engineering.
• Developed, planned, and implemented processes and programs to upgrade company's image.
• Developed and maintained relationships with strategic national accounts and large corporate clients.
• Researched and prepared marketing data for four acquisitions, including history of accounts, competition, pricing schedules, and adjustments.
• Collaborated with marketing and product development identifying opportunities for improvement based on customers' needs and requirements.
• Created an advisory desk that provides equities trading strategies across the MENA markets to various types of clients; achieved high success rate through the trading ideas generated which highly contributed to the revenue of the department.
• Developed and implemented intra-day and short/long term equity trading strategies to help our clients to achieve good profits.
,