Senior Officer
Unicap Investment and finance
Total years of experience :17 years, 10 Months
1. Registered with CMA in the positions of Investment Portfolio Manager & Collective Investment Scheme Manager.
2. Preparing some reports for CMA & CBK
3. Managing the company’s disclosures in Kuwait Boursa Website and
CMA.
4. Coordinate with Marketing Department regarding the issues of
company’s disclosures.
5. Have an idea about FATCA & CRS ( Since its a new concept and
new rule )
6. Good knowledge of CMA rules and regulations specially Module Ten.
7.Maintaining daily position of cash balances at varios banks
8.Maintaining maturity positions of placement & borrowing Deals
9.Extracting of the daily reports from the banks and reconciliation on a daily basis & follow up of cases when needed due to error / omissions
10.Prepare & issue instruction to the custodian for the settlement of transaction in bonds & stocks
11. Maintaining the regester of custody - wise, client - wise & currency wise positions of securities held
12.Follow up of customer accounts and preparing reports
13. Coordinate with counter parties
14.Coordinate with other departments
15. Preparing the Net Asset Value for the funds
16. Preparing the financial statements for the funds
17.Follow up of customer loans, to pay late installements
18. Follow up with the internal auditors
19.Coordinate with counter parties
20. Coordinate with other departments
Working In The Investment Dar, Business Development & Valuetion " Research unit " Financial Analyst
-Gather information from the Kuwait Stock Exchange of related companies
- Supervise the Officer, Investment Research in conducting and maintaining the proper analytical methods and tools in the preparations of the research publications
- Follow up on information previously gathered through the Kuwait Stock Exchange or other public domain to ensure completeness and accuracy of the information
Obtain information related to:
- dividend declarations
- stock dividends
- bonus shares
- stock splits
- Ensure that the information gathered for the valuation of the security is relevant to the following:
- Financial information
- Legal and operational data
- Economic and industry
- Market data
- Maintaining large number of facts and figures for the local market as well as other markets in the region, such tasks had developed my managing and organizing information skills especially when it comes to using related computer software and building models to facilitate such tasks.
- do some simple stock price valuation through P/EPS or P/Book
- Coordinate with the structured finance department handling the clients borrowings (prepare the instruction to transfer the money, maintain & update the clients’ liability on excel and MKI system, send letters to the client for their interest accrued and prepare some kind of reports internally like outstanding interest & loan closed reports).
- Maintaining daily position of cash balances at varios banks both in local abd foreign currencies.
- Maintaining maturity positions of placement & borrowing Deals.
- Extracting of the daily reports from the banks and reconciliation on a daily basis & follow up of cases when needed due to error / omissions.
- Prepare & issue instruction to the custodian for the settlement of transaction in bonds & stocks.
- Maintaining the regester of custody - wise, client - wise & currency wise positions of securities held.
- Follow up of customer accounts and preparing reports.
- Coordinate with counter parties.
- Coordinate with other departments.
- Preparing the Net Asset Value for the funds.
- Preparing the financial statements for the funds.
- Arrange for the GM appointments & meetings.
- Take care of the incoming & outgoing correspondence( latters, faxes & telephone calls ).
It was one of my collage courses
I was ‘ A ‘ Student listed on the Honor List with GPA=3.85 & MGPA = 3.925.
i was an '' A ''studend , graduatied having 94% grade.
