Associate
Saudi Fransi Capital
Total des années d'expérience :15 years, 9 Mois
Supporting fund managers with financial modeling and data creation and presentation.
Applying statistical techniques to address practical issues in finance such as performance
monitoring and guidance on risk management.
Creating daily investment monitoring templates to incorporate portfolio exposure as
well as performance attribution information.
Managed daily trades and long-term strategies for multiple portfolios, discussed market
news and examined stock performance.
Studied different market indexes and produced management reports with trading
recommendations.
Collaborated with research team by evaluating portfolios on daily basis to assist them
with better market prediction.
Advised management team and recommended investments in various stocks in IC
meetings.
Coached junior co-workers in managing their portfolios more effectively and having an
overall understanding of the stock market.
Achievements:
Managed 6 portfolios for a total value over SAR 200 Million, shortly after joining.
Exceeded expectation by scoring one of the best-managed portfolios in terms of returns.
Supervised the brokerage team under the department’s head.
Managed clients market requests and their brokerage accounts efficiently.
Presented prospective investors with detailed information about investment
opportunities.
Managed and supervised the Ladies Local Share unit that consisted of 7 employees.
Earned promotions following outstanding performance and demonstrated ability to
learn quickly.
Appointed as one of the first Saudi female broker in the Kingdom after only two weeks
of training.
Promptly responded to client calls and accurately executed trading orders, exceeding
sales target.
Managed high net worth clients’ market orders and evaluated clients’ portfolios upon
request.
Science, Programming &