Manager
Sidra Capital
Total years of experience :13 years, 6 Months
• Manage real estate portfolios worth SAR 3 billion with globally located assets in UK, USA and Saudi Arabia.
• Involved in a UK real estate income generating transaction worth £85 million.
• Involved in a UK real estate income development transaction worth £110 million.
• Involved in a Saudi Arabian real estate development transaction worth SAR80 million.
• Management of a private fund domiciled in Saudi Arabia worth $100 million.
• Management of day to day operation of the funds including monitoring the progress of the related parties of the fund.
• Monitoring the NAV calculation, payments, reports and shareholders relationships.
• Responsible for the Shariah audit of the fund and real estate transactions.
• Manage extension of the funds as per the terms and conditions.
• Prepare analysis of investment opportunities by compiling financial data into an Excel spreadsheet for investment evaluation by senior management. These include operating and financial statements, tenants, leases, taxes and insurance.
• Prepare investment memorandums for Investment Committee and Shareholders.
• Developed top management financial plans and budgets.
• Implementation of an automated Asset Management Software in the company.
• Train and monitor junior level staff.
• Coordination with third party service providers to avail their services for creating and management of SPV’s in investment opportunities.
• Ensured completeness and timeliness of reporting to clients and internal departments through the evaluation of monthly, quarterly and annual reconciliation packages by analysts.
• Responsible for managing the AMD Banking system and reconciling accounts on a weekly basis.
• To review and deliver quarterly investors reports, including aggregated account data and performance measurement.
• Responsible for coordinating in the Internal and External audit of the firm.
• Responsible for the department’s Shariah review team carrying out internal Shariah review for company.
MAIN RESPONSIBILITIES
• Responsible for collating investment reports from Fund Managers/Investment Managers and disseminating the same to investors on time
• Responsible for sending out dividend notifications immediately following payment of dividends
• Responsible for updating department’s reports; including but not limited to:
Maintaining Monthly Income Tracker
Maintaining Annual Income Tracker
Maintaining Assets Under Management tracker
Preparing and tracking the Budget
Maintaining Investment Income Tracker
• Responsible for submitting all mandatory reports to the Capital Market Authority within the stipulated time
• To assist the Team in research works, preparing investor presentations, information memorandum and other transaction related documents as and when requested
• Responsible for maintaining Department’s profile up to date
• Responsible for making award submissions
• To review and deliver quarterly investors reports, including aggregated account data and performance measurement.
• Documenting, implementing and monitoring internal controls.
• Complying with all applicable regulations.
• Maintaining and updating Know Your Client details as per CMA requirements.
• Other duties as defined by the Direct Supervisor/Head of the Department from time to time
MAIN RESPONSIBILITIES
• Communicating with clients to understand and document the business objectives
• Formulating analysis plans and acquiring client sign-off
• Designing or assisting in the development of questionnaires and moderator guides to ensure the necessary data is captured
• Conducting in - depth data analyses
• Authoring reports containing actionable recommendations
• Preparing Financial Models in order to project the feasibility of the project
• Making presentations - answering questions and instilling confidence
• Research the market potential of a product or service
• Conducting or commissioning primary research such as telephone or online surveys, focus groups or written surveys
• Researching secondary (published) sources or purchasing syndicated or proprietary research from outside suppliers
• Analysing and presenting research findings
• Identify factors that may enhance product or service acceptance
• Determine the nature and size of market segments
• Forecasting the size of future markets
• Help companies determine their position in the marketplace
• Keeping track of industry statistics and monitoring trends in trade literature
• Collecting and analysing information about competitors and market shares
OTHER RESPONSIBILITIES
• Analyse financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
• Assemble spread sheets and draw charts and graphs used to illustrate technical reports and financial forecasts.
• Interpret data affecting investment programs, such as price, stability, future trends in investment risks, and economic influences.
• Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.
• Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications and company sources.
• Presenting financial information to seniors and managers.
• Performing revenue and expense forecasts in order to make financial decisions.
• Assist in preparation of financial models
• Communicating with clients to understand and document the business objectives
• Formulating analysis plans and acquiring client sign-off
• Conducting in - depth data analyses
• Authoring reports containing actionable recommendations
• Making presentations - answering questions and instilling confidence
• Research the market potential of a product or service
• Conducting or commissioning primary research such as telephone or online surveys, focus groups or written surveys
• Researching secondary (published) sources or purchasing syndicated or proprietary research from outside suppliers
• Analysing and presenting research findings
• Identify factors that may enhance product or service acceptance
• Determine the nature and size of market segments
• Forecasting the size of future markets
• Help companies determine their position in the marketplace
• Keeping track of industry statistics and monitoring trends in trade literature
• Collecting and analysing information about competitors and market shares
• Analyse financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
• Assemble spread sheets and draw charts and graphs used to illustrate technical reports and financial forecasts.
• Interpret data affecting investment programs, such as price, stability, future trends in investment risks, and economic influences.
• Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory.
• Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications and company sources.
• Presenting financial information to seniors and managers.
• Performing revenue and expense forecasts in order to make financial decisions.
• Assist in preparation of financial models
Core Modules • FINANCIAL THEORY AND PRACTICE • PORTFOLIO ANALYSIS AND INVESTMENT MANAGEMENT • INTERNATIONAL RISK MANAGEMENT • FINANCIAL MODELLING AND DATA ANALYSIS Skills and Knowledge Acquired • Current developments and issues in the practice of investment and finance. • Complex issues related to asset allocations, valuation techniques and measures of investment performance. • Highly specialised analysis and evaluation of financial situations taking into account relevant contemporary advanced research methods. • Apply modern financial theory to practical investment problems and situations. • Assess and critique existing evidence through the interpretation of information and data. • Operation of global capital markets and risk management techniques.