سمر يونس

CapGen is a wealth management firm specialising in looking after large pools of capital for families, endowments and individuals. The Companys founding member and Managing Partner is Khaled Said, hailing from a UHNW Arab family, whereas the other 2 remaining partners are from the UK. The Company helps clients in building portfolios with a focus on putting the capital to use and also protecting it. Roles & Responsibilities:
• Manage and organise internal and external meetings for Chief Investment Officer, Head of Legal Department & Investment Support Team; calendar management, email management, meeting rooms bookings. On ad-hoc basis, I have also assisted CEO.
• Act as the main point of contact with the clients, hailing from various backgrounds, e.g., Middle Eastern, European and American UNHW individuals and families.
• Liaise with clients for scheduling calls and meetings including follow-ups and updates.
• Manage business trips and travels for the team - hotels, flights, trains, taxis etc.
• Manage and process expense reimbursement claims on behalf of the team in Netsuite.
• Manage back-office operations ranging from IT equipment testing to ensure smooth meetings, stationery procurement, post, weekly shopping and staff meals and provide assistance in other facilities management.
• Organise contracts sign off, purchase orders and purchase invoices, pertaining to vendors provision of research services to our portfolio management team.
• Responsible for compilation of monthly and weekly reports.
• Responsible for binding and preparing investment decks for clients.
• Responsible for drafting minutes of the investment committee and admin team meetings and subsequent signing and filing.
• Responsible for organising events across various departments of the firm.
• Provide support to HR Department with regards to recruitment process and induction of new staff members.
• Responsible for covering reception and managing telephone overflow when needed.

AMTC is a private equity and investment management firm providing capital and experience to help companies most of the clients were from Arab background in all phases of development achieve their full potential with a track record of helping many successful start ups, turnarounds and carve-outs from larger corporate partners. Roles & Responsibilities:
• Managed and organised Companys documents to ensure compliance with regulatory standards.
• Liaised with external accountants and provided all the necessary information for statutory returns such as VAT Returns, Companys Annual Returns & Statutory Accounts.
• Recorded all purchase invoices, sales invoices, bank payments and receipts for external accountants review.
• Drafted and reviewed Customers contracts regarding provision of loans/debentures & other sources of finance.
• Responsible for issuing sales invoices to customers and liaised with them regarding credit control, enquiries and pricing matters.
• Liaised with lawyers, accountants and customers regarding due diligence matters.
• Responsible for all the record management such as filing of Companys documents.
• Organised internal and external meetings and travel arrangements for the team and clients.
• Responsible for procurement of stationery and office equipment.
• Provided handover and training to new joiners.
• Drafted management reports for senior managers.
• Organised office moves and relocation.
• Managed opening of various bank accounts and provided all the necessary documents in this regard.
• Managed all the postal and courier matters.