Equity Research Analyst, Executive
Amana Bank PLC
Total years of experience :15 years, 4 Months
As an Investment Research Analyst at Amana Bank PLC, I advice the management on equity investment decision by fundamental analysis and also evaluating the Equity portfolio for identifying management action triggers, Portfolio risk, portfolio expansion and selling opportunities.
Major Responsibilities: Investment advice through fundamental analysis and providing buy sell recommendations. Discuss with external analyst on market insight and facilitate the management for a better investment decision making. Monitoring the bank's portfolio performance and assess portfolio and Identify management action triggers on daily basis based on Bank's risk appetite and investment policy. Updating Bank's Investment committee (CEO, CFO, Head of Investment, Head of Strategy and Head of Risk) on the macroeconomic changes and the likely future direction of bank's Equity investment.
As a senior member in the XBRL project team I was responsible for leading team members to process financial report for 25 US clients including four key clients of R R Donnelley. I was interviewed and mentored 4 batches of new recruits.
Major Responsibilities:
• Extensive review on the markets and financial strengths of the companies that are involved in and assess the type of risks associated.
Ensuring a quality and error free financial reports.
• Diligent quick turnaround of Financial reports during high volume periods.
• Developing a good working relationship and coordinate with the onshore team.
• Achieving milestone targets and reporting weekly achievement to the team manager.
At the company head office's centralised finanace team I was supporting for the company's working capital management function. I handled supplier’s accounts, revenue accounts, and expense accounts.
Major Responsibilities:
• Cash settlement on supplier and expense accounts.
• Reimbursing the petty cash for branches.
• Preparing and maintaining Revenue Control Accounts.
• Produced MIS report on sales analysis and I liaised with banks for guarantees and took actions for unrealized cash.
The key clients of the audit firm for whom I did internal control audits Include banks and Non banking financial institutes and also selective manufacturing clients from construction industry.
The audit functions I performed at these companies include, the central bank compliance audit for banks, cash and teller function, management audit, bank reconciliation, the effectiveness of inventory control system and information system risk audit.
Major Responsibilities:
• Conducting comprehensive audit for client's internal control system and recommenting improvements.
• Preparing the final Audit Report
• Attending Audit meetings with companies’ Audit committee.
CIMA UK :ACMA CGMA. Detail-oriented Senior Financial Analyst with background leveraging ACMA, CGMA and ACCA credentials and hands-on experience in Financial Reporting, Budgeting and control, Financial Modeling, Financial Statement analysis, Internal auditing and compliance, cash flow projection and management, business valuation, project management, quantitative / statistical analysis.
