Bader Alonaizy

• Developed exposure to client private banking across investment advisory and relationship management.
• Conducted portfolio reviews and asset allocation analysis, reconstituting fixed income to improve returns.
• Authored an equity research report (18 pages) on the robotaxi industry with financial projections, market
mapping, and benchmarking — presented to senior researchers to support investment insights.
• Designed and built Excel VBA automation tools, improving team workflow efficiency by 32 hours/month.
• Delivered a workforce analytics report for the regional CEO covering 180+ employees, influencing policy
adjustments on employee benefits and retention.

• Consolidated regional financial data across 8 IMEA markets for the Fabric Care business unit.
• Prepared financial reports for Ariel, Tide and Downy through collaboration with cross functional teams.
• Built a Power BI profitability dashboard to analyze 50+ SKUs, enabling sales and marketing teams to make
data-driven decisions on fabric care portfolio.
• Created finance training resource to guide new interns through P&G accounting protocols and KPIs.

• Conducted investment analysis on Tesla Inc., including valuation, benchmarking, and competitive review
• Researched EV industry and studied Tesla business model, battery supply chain and growth strategy
• Created Excel models to project quarterly vehicle production and revenue within 5% accuracy

• Researched three different expansion opportunities to open a new branch and recording studio
• Surveyed and interviewed employees to collect primary data about business operations
• Analyzed cash flow forecasts and production charts using fundamental and ratio analysis
• Provided an in-depth qualitative and quantitative recommendation report to save 24, 000AED annually