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Kareem AA, Financial Advisory Analyst

Kareem AA

Financial Advisory Analyst ·Morison Menon

Qatar

Master's degree, Banking And Finance

Work experience

Total years of experience: 6 years, 4 months

Financial Advisory Analyst

November 2020 - Present

Morison Menon

Doha, Qatar

November 2020 - Present

- Prepared financial feasibility reports as well as valuations for high profile clients in Qatar.
- Performed market research in industries including but not limited to: Oil & Gas, Manufacturing, Banking, Hospitality & Retail.
- Aided clients in securing tenders as well as funding for their projects. Aided in restructuring and better synergizing their existing businesses.
- Clients include upcoming businesses as well as existing ones.

Company industry:
Financial Services
Job role:
Finance and Investment

Audit Intern

January 2020 - April 2020

Deloitte

Doha, Qatar

January 2020 - April 2020

- Conducted audits for clients in the insurance and holding sectors helping reconcile their financial statements such as their assets.
- Worked on fixed asset reconciliations for clients as per the requirements, accounting for impairment, useful life and depreciation factors.
- Tested various accounts and clear proofed financial statements accounting for IFRS standards, mainly IFRS 9.
- Tests include: Fixed Assets Register, Revenue, Financial Investments, Claims Paid, Anti Money Laundering, Loans, Head Counts, Trade Payables, Payroll as well as Physical Stock Counts.

Company industry:
Accounting
Job role:
Accounting and Auditing

Customer Service Operator Intern

August 2017 - September 2017

Blom Bank

Beirut, Lebanon

August 2017 - September 2017

- Handled new clients following HSBC acquisition.
- Provided advice on different bank products and financial options.
- Evaluated client financial positions and identified the most appropriate banking products.
- Know Your Customer, forex functions and marketing loan packages as well as processing transfers.

Company industry:
Accounting
Job role:
Banking

Branch Network Management Intern

June 2017 - July 2017

Bank Audi

Beirut, Lebanon

June 2017 - July 2017

- Research & Development at Bank Audi Head Office
- Branch Network Management Department /Transformation Unit
- Analyzing Bank Audi market data which was used to find potential areas for opening new Bank Audi Units across the geography of Lebanon.
- Worked directly with the branch network department to brainstorm, discuss strategy and mitigate bank branch issues.
- Used excel to create various studies and assessments on existing Bank Audi branches.

Company industry:
Accounting
Job role:
Management

Education

EU Business school

December 2019

December 2019

Master's degree, Banking And Finance

Spain

GPA (point): 3.6 out of 4

GPA (point): 3.6 out of 4

Classes focused on Corporate Finance, Restructuring, Fixed Income, Equity Investing and Portfolio management.

Lebanese American University

May 2018

May 2018

Bachelor's degree, Business And Economics

Lebanon

GPA (point): 3.0 out of 4

GPA (point): 3.0 out of 4

Classes in Economics, Strategy, Finance & Accounting

Languages

English

Native Speaker

Arabic

Native Speaker