Head of Research
Alawwal Invest
Total years of experience :19 years, 6 Months
• Responsible for management & performance of Equity funds & Research.
• Do PEST (Political, Economic, Social and Technology) & Market analysis to identify investment opportunities.
• Oversee the preparation of required reports and forecasts and present them or recommend their adoption to the Investment Committee, Fund Board or Company’s Board.
• Oversee key aspects of the investment process including overall asset allocation, portfolio rebalancing, risk management, portfolio compliance.
• Review and update investment process, develop, recommend, implements and monitors the asset management policies and strategies for the department.
• Ensure that the investment process, risk management disciplines are adequate to deliver the agreed performance on underlying investments.
• Appraise the activities of the department according to strategies and objectives, and monitor and evaluate performance.
• Transforms the department by enhancing the fund management & research capabilities of team members.
• Select or approve the selection and training of team members.
• Establish lines of control and delegate responsibilities to subordinate staff.
• Manage and direct the department to achieve optimum profitability and effective use of business assets and human resources.
• Provide overall direction and management of department, including personnel, technological resources and assets.
• Ensure all the department’s activities comply with relevant laws & regulations and ethical standards.
• Perform other duties and tasks as assigned by the CEO.
Managed assets of the money market funds (AUM~$1bn
• Performed in-depth fundamental research on listed Banks
• Performed in-depth fundamental research on listed Building & Construction and Industrial Investment
Assisted the management in the initial feasibility stage of establishing the RAFAL Real Estate Fund.
•Performed in-depth fundamental research on listed Banks, Real Estate, Building & Construction and Industrial Investment sectors for 5 local equity funds & DPMs with combined AUM of around $4b.
•Quality and quantity of work earned two promotions in 2 years.
•Undertook detailed analysis of a company's business and financial position; including DCF,
Conducted in-depth fundamental research on listed Banks.
Performed in-depth fundamental analysis on listed companies in Oil & Gas and Engineering sectors.
as a member on the board of P&G for Joint Business Planning.
•Project manager of “Cash Management System”.
•Prepared financial feasibility of the combined projects of P&G & IBL to enhance profitability.
•Conducted financial & operational Audit of major IBL branches.
Performed Risk Evaluation of the company’s customers.
•Conducted audit of Company operated outlets, storage locations & departments.
•Performed a system audit of General Accounts’ department on SAP.