VP Equity Funds / Senior Funds Manger
ALrajhi Capital
مجموع سنوات الخبرة :17 years, 4 أشهر
• VP- Equity Funds : Practicing the role of Senior Funds Manger
o Duties includes :
Responsible for all Equity Funds
Developed and implement Strategy for all funds
Organize Asset Allocation Framework leading to better performance of internally managed funds
Daily interaction with the Funds Managers to deliver actionable research recommendations.
Discuss and review research analysis recommendation with the equity team and responsible for day-to-day running of the Funds. Also responsible for liquidity management.
Ensure the funds and staff under control adhere to internal policies & procedure, regulatory & shariah compliance and meet all audit requirements
Fund Manager (Acting Head of Mutual Funds)
o Duties includes :
Managing AL-Inma Saudi Equity Fund and overlooking alinma liquidity(murabha) Fund
Managing Two multi assets Fund ( Aggressive and defensive )
Co-Managing Clients DPMs and carry out presentations to existing and potential client
Working on establishing 4 new funds including GCC Equity, Real Estate, Global Equity, and venture capital fund
Formulate investment strategies and implement the asset allocation scheme which is based on research results and conclusions as agreed with the research team.
Active Portfolio management and modification of asset allocation schemes based on several factors with the emphasis being on market conditions, future outlook and research conclusions.
The formation of research plans and schedules for assistant fund managers and analysts for the purpose of security valuation, report generation and portfolio review.
Senior Financial Analyst and the Team Leader of the equity research team at AlBilad Asset Management ( January 2010 -May 2011 ):
o Duties includes :
Visits the companies and performs specific industry research along with tracking the market.
In charge of sectors assigned by fund manager.
Follows-up on companies researched by analysts
Daily updating of reports as at market close for review.
Execute the trades as confirmed by the fund manager
. Reports to Fund Manager
Reviewing AnalystsValuatio Models
Financial Analyses officer at AlBilad Asset Management
Responsible for (Petrochemical, Cement sector& industrial investment) (March 2008- January 2010)
o Duties includes:
Financial statement analyses
Market and Sector Research
Daily mentoring of the Saudi stock market news and transactions
Company Equity and economical research
None Research duties include :
Monitor and execute transaction for both the DPM's and local equity funds
Presentation for Clients
Mentoring and Calculating bench mark and
portfolio performance for local fund and client DPM's
Bank Al Bilad - Future Managers Program (FMP) (September 2007 -March 2008) ( all courses are given by IOB)
o Fundamentals of Banks Operations (September 8 - 12, 2007).
o Basics of banking work accordance with Islamic law (October 22 - 24, 2007).
o Money laundering and "know your client" (October 27-28, 2007).
o Funding formulas are compatible with Shariah (November 3-7, 2007).
o Accounting principles (1) (December 1-5, 2007).
o Accounting principles (2) (29-12-2007 to 2-1-2008).
o Risk management (January 5-8, 2008).
o Treasure products (January 12 - 15, 2008).
o Introduction in credit banking (January 19-23, 2008).
o Seven Habits of Highly Effective People (January 26-28, 2008).
o Foreign trade operations (February 2-6, 2008).
o Basic concepts of investing( (February 9-12, 2008)
Spent seven months as part the COOP program at Samba Financial Group at the consumer asset business