Investment Assistant
Wafra International Investment Co.
Total years of experience :30 years, 7 Months
1.Preparing performance comparison reports on weekly basis and monthly basis by using NAV’s of investments in various shares and funds.
2.Searching for new investment schemes of new funds and analyzing the data’s and performance by reading research materials or by using internet facilities and making reports and submitting to the managers.
3.Handling all bond transactions. Getting the performances of money market funds from the markets and suggesting to the managers for investing in the money markets according to the market performances.
4.Making subscriptions and arranging redemptions for the client’s investments in the funds.
5.Dealing with local banks for fixed deposits and negotiating for the good profit rates and arranging deposits.
6.Dealing with the Fund custodian for the follow-ups of the funds handling and receipts/payments.
7.Assisting to prepare monthly reports and annual reports of portfolio positions, strategy and guidelines, investment objects, .. etc.
8.Dealing with clients and fund managers and assisting them regarding the investments. Handling all office correspondence regarding investments.
9.Preparing cash flow statements and submitting to the managers for taking decisions about future investments and investment plans.
10.Preparing time to time updates about the performances of funds and informing the managers about it.
11.Having good experience in International Investments & Local Investments.
1. Controlling the purchase and supply of all procured items & services.
2.Negotiating price and terms of products with suppliers.
3.Managing, developing & improving the purchasing team.
4.Establishing terms, pricing, quality requirements, delivery, and contracts.
5.Adhering to all company policies with particular regard to accounting procedure.
6.Administering the online purchasing systems.
7.Reviewing all contracts/agreements to achieve ‘best price/best quality’ purchasing.
8.Preparing & processing requisitions, purchase orders & invoices for purchases.
9.Giving sourcing input to colleagues to aid business planning & development.
10.Making recommendations & advising senior management on all purchasing issues.
11.Maintaining records of supplier contracts, agreements, goods ordered received.
12.Managing vendor relationships and building effective supply chain partnerships.
13. Analyses procurement requirements and selects the most appropriate methods based on interpretation and assessment of established policies, practices, and experience.
14. Provides advice and guidance to clients on shipping methods and services, risks, and costs for domestic and international shipments, analyses logistical requirements and decides on appropriate methods and services to use, based on standard practice, and plans, executes and monitors shipments.
15. Provides required written authorizations, and prepares/issues instructions and import/export documentation to suppliers, freight forwarders, and/or carriers, to ensure timely and safe arrival of goods, and compliance with domestic and international shipping regulations, Customs regulations etc., and takes necessary action to resolve problems/disputes.
16.Handling other office works and doing all commercial correspondences for foreign purchase.
17.Dealing with banks and was handling all bank transactions including L/C’s and payments and handling inventory transactions.
Dealing with customers for opening accounts and fixed deposits. Also, arranging telex transfers and payments.
2 Years course Masters of Commerce completed.
3 years study and Bachelor of Commerce
M.Com (Masters of Commerce) Completed Kerala University - Kerala, India.
B.Com (Bachelors of Commerce) Passed Kerala University - Kerala, India. Pre-Degree (+2) Course Passed
Kerala University - Kerala, India.