Senior Investment Analyst
Derayah Financial
Total des années d'expérience :23 years, 2 Mois
• Investment Analyst covering GCC equities, advising portfolio managers in identifying, analysing and valuation of investment opportunities.
• Multi-sector exposure (Shipping, Banking & Insurance, Healthcare, Transportation etc)
Heading a team of analysts assisting portfolio managers in the stock selection process, through proper screening of the investable universe of public listed companies in KSA.
• Performed qualitative analysis of industry, company and competitive landscape, arriving at sector and stock specific business outlook.
• Create financial models including earnings projections, cash flows and valuations.
• Understanding business and financial risks that could materially impair expectations about company performance
• Preparing company specific reports which were used as the basis for investment decisions by portfolio managers
• Multi-sector exposure (Petrochemicals/Basic Materials, Banking & Insurance, Healthcare, Retail/Real Estate)
• Creating cheat sheets comprising of key operational data and secondary valuation matrix's facilitating comparison of investment opportunities.
Lead Analyst (sell-side) covering Banks & Financial Services.
• Provided investment analysis and research to a predominantly foreign institutional and high net-worth clientele.
• Authored/published reports on Banks and NBFI’s, with investment recommendations arrived at after extensive research, discussions with senior management & investor relations staff of companies, and scrutinising secondary research sources (rating agencies reports, press etc).
• Facilitated corporate visits and meetings with corporate management, for institutional clients.
• Maintained frequent interaction with clients through discussion of investment opportunities and responding to their specific requests and queries.
Offshore Equity Analyst to a bulge bracket investment bank, as part of a sell-side research team focused on the Pan European Forest Products sector.
• Supported an equity analyst based out of Europe, contributing to company and sector specific research, investments recommendations and sector research which were published globally.
Sell-side equity analyst with a multi sector coverage universe