INVESTMENT MANAGER
UNITED ARAB SHIPPING COMPANY
مجموع سنوات الخبرة :11 years, 8 أشهر
• Management of about US$165.0 Million Portfolio investments related to Contingency Reserve Portfolio of UASC.
• Management of various asset classes such as Global Equity Funds, GULF Equities, Global Bond Funds, Global Fixed Income Bonds, GULF Fixed Income Bonds, Hedge Funds both single and fund of funds, Cash management etc..
• Daily Monitoring of the Total portfolio’s risk and return goals and reported to V.P. directly on a regular basis.
• Daily Monitoring of the performance of all asset classes and notify if changes occur materially.
• Daily Monitoring of the financial markets and take precautionary methods if delivers “abnormal” Return both positively or negatively.
• Monthly preparation of investment reports on each fund manager’s holdings.
• Monthly preparation of Financial Market reports on each Asset classes in Arabic & English.
• Reporting of market forecasts including comparison of returns to benchmarks used.
• Preparation of yearly budget and monitored on a monthly basis which may require some reshuffling.
• Preparation of Reports on Performance (Actual Income) comparison of total investment holdings Vs. Budget.
• Preparation of Reports on Performance (Actual Income) Vs. Benchmark.
• Analytical chats with International price providers such as "Reuter" & "zawya" Financial System Analysts (Related to financial ratios and estimates stock prices).
• Attending Conference calls related to investments and economic outlook.
• Preparation of following Monthly / Quarterly reports in Arabic & English for the investment committee meetings:-.
• Monthly performance report with the justifications.
• Market report related to each asset class.
• Consolidated monthly holdings report.
• Investment proposals with initial quantitative analysis and submit whenever required.
• Daily reporting of the cash in-flow and out-flow contained in the Contingency Investment Portfolio.
• Subscription notification of “Sources” such as “Zawya” and other journals.
• Regular preparation of documents related to the authorized signatories, commercial Registration, Commercial licenses etc.. pertaining to the Global Compliance(KYC) requirements.
• Regular dispatch of documents related to the authorized signatories, commercial Registration, Commercial licenses etc.. (pertaining to the Global Compliance(KYC - KNOW YOUR CUSTOMER) requirements) to the Funds and portfolio Managers.
• Regular meetings with fund managers where our investments are held and seek up-dates of portfolios..
• Regular meetings with External Fund Managers (an average number of 200 people per year), for exploring new investment opportunities and approach them for further documentation and analytical issues and track record figures.
Related to GULF Equity Portfolio:
• Supervising and managing the individual stock purchase and sale
• Supervising the staff (sub-ordinates) related to the investment matteers
• Daily monitoring of the performance, financial ratios, dividends, financial news and company profile updates are being performed
• The movement in the portfolio includes reinvesting the received cash dividends and bonus shares, Also, new purchases in case of additional capital increase of the gulf companies.
• Reporting benchmark indexes compared to United Arab shipping company portfolio.
• Chart Analysis of the stock prices where support and resistance level meets
• Monitoring Equity concentration per market and Industry.
• Endorsing Gulf Currency’s daily up-dates with the Share price movements Vs. U.S. Dollar for the performance reporting
• Payment of the quarterly brokerage fees and requisition of the quarterly Auditing statements etc.
• Monitoring of the new issues, initial public offerings-ipos and the Market regulatory issues dictated by Stock Exchange authorities
Course study highlights variouis subjects related to Business Administration and International financial management
