خالد جعفر, independent stock trader

خالد جعفر

independent stock trader

independent stock trader

البلد
البحرين - المنامة
التعليم
دبلوم,  Understanding Financial Statements
الخبرات
17 years, 8 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :17 years, 8 أشهر

independent stock trader في independent stock trader
  • البحرين - المنامة
  • أشغل هذه الوظيفة منذ ديسمبر 2010

Started to trade in late of 2010 in the U.S equity market using my Zecco investment account.

Reporting Officer في Arab Bank Plc
  • البحرين - المنامة
  • أشغل هذه الوظيفة منذ أغسطس 2008

Performing the duties of management accounting officer (MIS reporting) starting from August 2008. The main responsibilities are in the area of “managerial accounting” analysis by extracting raw financial information with the help of IT department and use it in our various defined reports templates created by financial control department :
o Preparing internal profitability reporting for the commercial sector in various formats such as currency wise, product wise, and client wise.
o Preparing various ratios' analysis when required such as efficiency, return on investments, performance, solvency, and valuation ratios.
o Performing clients’ exposure in terms of client’s assets or/and liability with the bank.
o Compiling budget figures from various Strategic Business Units.
o Developing finance projects to meet the set of deliverables and budgets.
o Preparing some of our Central Bank of Bahrain reporting such as PIR, statistical return.
o Extracting raw information from bank financial statements (especially financial position and statement of profit and loss) to produce reportable information.
o Working together with IT department and Finance personnel in order to develop new reports and bridge the gap between finance requirements and IT capabilities.

nostro reconciliation controller في Arab Bank Plc
  • البحرين - المنامة
  • أغسطس 2006 إلى أغسطس 2008

Employed in Arab Bank plc in Financial Control Department as nostro reconciliation controller starting from August 2006. My main duties were to reconcile our internal records with our corresponding banks records and follow up in case of any discrepancies. In addition, I was involved in performing and creating some of the department financial reports as a backup person.

الخلفية التعليمية

دبلوم,  Understanding Financial Statements
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • يناير 2011

short course

دبلوم, Introduction to Islamic Banking
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • مارس 2010

short course

دبلوم, Portfolio Management
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • نوفمبر 2009

short course

دبلوم, Asset Valuation
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • يونيو 2009

short course

دبلوم, Introduction to Assets/Liabilities Management
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • يونيو 2009

short course

دبلوم, Certified Financial Technician (CFTe) Level 1
  • في International Federation of Technical Analysis (IFTA)
  • مايو 2009
دبلوم, new ETS iBT TOEFL exam
  • في ETS iBT
  • مايو 2009
دبلوم, Fixed Income Management
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • أبريل 2009

short course

دبلوم, Investment Representative Certification (Series7)
  • في Bahrain Institution of Banking and Finance
  • مارس 2009

Certified from Central Bank of Bahrain, Bahrain Stock Exchange, and BIBF

دبلوم, Introduction to Derivatives (ACI Operations Part 1)
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • فبراير 2009

short course

دبلوم, Introduction to Foreign Exchange (ACI Dealing Part 1)
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • فبراير 2009

short course

دبلوم, International Introduction To Investment Award (IIIA)
  • في Chartered Institute for Securities & Investment (CISI)
  • يناير 2009
دبلوم, Technical Market Analysis
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • يونيو 2008

short course

دبلوم, Transaction Accounting
  • في Bahrain Institution of Banking and Finance ( BIBF )
  • فبراير 2007

short course

بكالوريوس, Business Information System
  • في University of Bahrain
  • يناير 2007

Enrolled in University of Bahrain and Bahrain Bankers Society program to select academically distinguished University of Bahrain students to work at selective organizations (Summer 2006) Enrolled in "Leadership development program 2" from Student Training and Development section (ST&DS)-University of Bahrain (Year of 2006) Accreditation Board for Engineering and Technology (ABET) program student council- Student Advisory Committee member member in the Strategic Planning and Review Committee (SPRC) in Bahrain Information Technology Team (BITT)

دبلوم, Practitioner of Neuro Linguistic Programmering (NLP)
  • في Gulf Achievements
  • يناير 2004

from Gulf Achievements approved by American Board of Neuro Linguistic Programming (ABNLP)

Specialties & Skills

Banking
Fixed Income
Market Analysis
MS Office

اللغات

العربية
متمرّس
الانجليزية
متمرّس

العضويات

Chartered Financial Analysts (CFA) Institution
  • designated CFA L1 candidate
  • April 2011
Chartered Institute for Securities & Investment (CISI)
  • Member
  • January 2011
Gulf Insurance Institute (GII)
  • Member
  • January 2011