Khaled El Gallouly

Advising and managing portfolio for my HNW clients both in the domestic and international financial markets.

Capitalizing on my network of HNW attained along the years from 2000 to date to start up company's business in its first branch outside Cairo. Setting up the branch, recruiting staff, start creating clientele base, managing branch's Brokerage business and lightening up the company's name in the city.

Managing the branch in Alexandria.

Privately managing my prime clients' portfolio in the Egyptian and other Arab countires stock markets.

Managing active stock market portfolios worth of EGP 70-90 million for clients both in the domestic, regional and international markets. Performing both Fundamental and Technical analysis (for markets - sectors -stocks) necessary for stock market investments. Enhancing regional sales in Alexandria and Delta region and updating clients on local and global economy conditions.

Acting as an Invetment Advisor for my clients in their offshore holdings.
Managing private business.

Joined as a Deputy Manager in the Private Banking Division reporting directly to the responsible General Manager. This division was newly born in the bank handling prime clients’ accounts and offering domestic and international stock market investments and wealth management products. Main task was to set up and start the division’s work in Alexandria and Delta region. Concerned with designing, offering and managing portfolios for clients either in the domestic or international markets together with traditional in-house products cross-selling. Managing accounts maintained with American Express; Private Bank in London, Geneva & Luxemburg.

Major responsibility is to financially manage total wealth of the Abudawood Group through exploring new investment opportunities worldwide (responsible of relations with all offshore financial institutions; U.B.S, Citibank, Merrill Lynch, Bear Stearns, Prudential Securities, State Street, Bank of Ireland, Goldman Sachs, InvestCorp, …).
 Portfolio Management: Constructing and rebalancing portfolio of assets, managing private portfolio for the Group and other several personal portfolios, maintaining the portfolios’ risk profile as investor preferences and suggesting on alternative risk-adjusted-returns profiles, identifying and constructing an investor policy statement to guide investment process, define investment goals and establish standards to measure performance, choosing between different asset classes and measuring related returns and risks of each class, practicing asset allocation exercises on regular basis. Performing periodic adequate fundamental and technical analysis for existing and future stock market investments.
 Analysis & Research: Studying equity interests from international investment houses and investment bankers, valuing and recommending assets and investments to be included in portfolios, evaluating stocks with potential growth through companies’ financial analysis with peers in the industry, capitalize on available investment opportunities, reading and analyzing recent researches received form international brokerage houses.
 Financial Reporting: Preparing quarterly financial reports for the management, banks and accounts reconciliation of various investments on monthly basis, reviewing accounting cycle and executing procedures to tighten cost control.
 Investment Planning & Budgeting: Review current investment status and revise actual against budget, producing quarterly and annually cash flow projections form investments, discussing with management new plans to invest in new regions and prospectus for that.

Cost accountant and administrator work in ETC -Egypt Training Center- which is one of the company’s five locations in Egypt. Main responsibilities were handling all financials, preparing monthly financial reports for the location, preparing forecasts, supervision of the location staff and coordinating with the location manager on the best available controls to manage location costs and revenues. Reporting directly to the East Mediterranean Division Controller. Specific responsibilities were:
 Financial Management: Preparing monthly cash reports (computerized accounting) where all financial transactions are prepared and approved, preparing bank reconciliation on monthly basis, meeting with banks’ officials to discuss credit limits and facilities, reviewing computerized statements of income and balance sheets and compare against budgets, handling payroll of location and maintaining petty-cash.
 Planning: deciding on best scenarios to execute in order to meet budgets of the location together with the location manager. Preparing

Joined the bank as a junior banker in several departments. Major responsibilities were accomplished in the Customer Services department, but also had significant roles in the Loans department, Credit Cards operations and some administrative work with the Head-Office in Cairo.
Main duties were:

 Executing approved clients’ funds transfer orders (external & internal).
 Holding accounts with the branch’s overseas correspondents.
 Issuance of credit cards for clients.
 Maintaining files for clients who hold credit cards.
 Coordination with the Head-Office on approval of credit cards’ application and studying credit history of the applicant.
 Preparing and opening loan documents for clients.
 Helping in organizing deposits’ files for major clients.
 Cash operations.