Senior Manager
Gulf Bank
Total years of experience :22 years, 8 Months
• Primary function was analytical and I was responsible for monitoring and tracking portfolio performance. I was involved in maintaining a Multi-Asset Strategic Investment Portfolio of ~KD165 million. I conducted planned divestments and rebalancing the portfolio while ensuring liquidity constraints and evaluating future market trends within policy framework.
• Responsible to ensure Operational Compliance and reporting requirements of Investment activity as per Central Bank of Kuwait regulations and CMA guidelines.
• Achieving the given Income benchmark within the scope of Investment strategy & Risk appetite. Maintain database and benchmark the performance against external market indicators.
• Responsible for Buy side Equity Market Research & Analysis. Pre-fact and post fact cost benefit analysis.
• Responsible for coordinating Equity Valuations, Fresh Investment Proposals and reporting Asset allocation, currency & Geographic exposure periodically.
• Responsible for tracking corporate actions; follow up collection of coupon & dividends.
• Responsible for dissemination of Investment information to Auditors, Clients & Other external parties.
- Financial Analysis of Management Reports from Subsidiary Companies.
- Internal Study on Project Feasibility Reports, Company Valuations & Performance .
- Preparation of MIS reports, Financial Budgets, Variances, Cashflow Statements.
- Preparation of Internal Currency Exchange Rates.
- Negotiating Foreign Exchange Currency Deals for Surplus Currencies.
- Aircraft Lease and Processing Aircraft Loans.
- Repatriation of Surplus Fund from Restricted Countries.
- Managed Short Term investments (Income from Subsidiaries, Dividends, Time deposits etc.)
- Preparation of Voyage Accounts (Marine Department)
- Preparation of Landed Cost sheets for all Building Materials.
- Coordinating Complete activity related to Logistics.
- Handled Vessel Registrations, Renewals, Port Clearances, Insurance Claims, Repairs & Salvage of Vessels.
- Processed Marine Tenders (Palm Beach, Dubai)
- Independently handled LC's, LG's and all documents related to offshore procurements.
- Independently handled all Business correpondence concerned to the department.
- Preparation of Bank Reconciliation Statements
- Preparation of Cash Movement Report.
- Assisted in preparing Financial Statements.
- Assisted in Preparing Landed Cost, Product Pricing, Tendering.
- Inventory Control & Periodical Check.
- Handled Import Procurements independently.
Passed in First Division. Completed a Project Report on BPL Televisions. (Product Penetration & Launch Strategies)
Passed in First Division