associate director
arqaam capital
Total years of experience :6 years, 9 Months
• Potfolio Mangement and asset allocation across asset classes for HNWIs, Family Offices and Corporates
• Selling and providing investment advice for products including Equities, Mutual Funds, Fixed Income and Derivatives
• Responsible for setting up a new Client Solution team in the firm and setting strategy for business development and client acquisition
• Responsible for sourcing and generating corporate finance transaction and deals across sector
• Responsible for marketing private equity deals and sourcing investors from across the region including HNWI, corporate and insurance companies
• Analysing trading and investment opportunities for clients
• Manage a portfolio of HNW clients based in UAE
• Source and acquire new clients within the $2-20mm net worth.
• Selling and providing investment advice for products including FX, Mutual Funds, Bonds, Structured Notes and Structured credit solutions.
• Work closely with clients on strategic asset allocation and portfolio management of their individual portfolios and conducting financial analysis for their investments
• Support the senior banker in management of UHNW client relationships and accounts. This includes attending meetings, follow up with clients directly.
• Work with advisors of UHNW individuals and family offices in the Middle East with specific focus on Saudi Arabia, Bahrain, UAE and Oman.
• Prepare portfolio/product pitches based on client specific needs.
• Contribute to business acquisition through prospecting and trying to source new clients.
• Work closely with portfolio manager to generate suitable product ideas.
• Co-ordinate client on boarding include documentation and funding
• Prepare portfolio reviews and client specific reporting.
• Co-ordinate with strategists, credit officers and asset class leaders and liaise with other business lines in the bank to try and identify cross LOB opportunities.
• Built solid knowledge of the region and the names of the Ultra High Net Worth individuals in those regions.
03/08- 11/09 JP MORGAN CHASE - CORPORATE FUNDING - LIQUIDITY TRADER
• Responsible for daily funding of banks balance sheet utilising relevant money market instruments, tri-party repo and FX swaps and bonds. Managing liquidity positions for differing entities.
• Analysing and issuing structured notes to raise financing for the bank.
• Responsible for approving, pricing and managing all structured issuance in the EMEA Region. Also, working on building a new funding model and new issuance platform for the bank.
• Involved in developing a multi currency funding model for the Hold Co with NY Treasury.
• Develop Secured/Unsecured funding strategies with the IB financing desks
SOCIETE GENERALE, CIB, LONDON CORPORATE DERIVATIVES SALES ANALYST
• Assist in portfolio management of BENELUX, Central and Easter Europe and the Middle East.
• Preparing draft proposals for clients and preparing credit requests
• Research, modelling and pricing of structured IR derivative products including swaps, options and hybrid products.
• Extensive research on markets, including client mapping for credit risk, interest rate and FX risk exposures through Car and VaR analysis.
• The role required initiative, leadership qualities, ability to work under pressure, analytical and technical competencies, ability to make decisions and flexibility and adaptability.
2004-2007 CASS BUSINESS SCHOOL, CITY UNIVERSITY, LONDON, UK • BSc (Hons) Investment, Mathematical Finance & Risk Management
2002-2004 CARDINAL VAUGHAN MEMORIAL SCHOOL, LONDON, UK • A-Levels: Politics, Sociology, Religious Studies- grades AAA • AS-Level: Classical Civilisation
1997-2002 SACRED HEART HIGH SCHOOL, LONDON, UK • 11 GCSE's: including nine A* and two A grades- including Mathematics, Statistics and Business. FINANCE WORK EXPERIENCE