Investment Associate
WATAR Management Consultancy
Total years of experience :13 years, 9 Months
• Analyzing investment opportunities (Securities, private equity and real estate) from a buy-side perspective.
• Conducting thorough due diligence, research and analysis on companies and industries.
• Reviewing investment materials such as investment memoranda, management presentations and pitchbooks.
• Developing financial models using Excel-VBA to perform DCF, Comparable companies and precedents transactions valuation techniques.
• Writing investments memos and presenting them to the investments committee.
• Developing the asset allocation strategy of the clients. Coordinating with respective client associates to collect all relevant data.
• Tracking clients’ portfolios and calculating performance.
• Benchmarking and analyzing investments and assets managers’ performance.
• Conducting post-acquisition investment monitoring and ensuring the investments information is up-to-date.
• Monitoring the clients’ asset allocation and highlighting variances between actuals and targets and making recommendations/corrective actions where applicable.
• Creating automatic client reporting systems and dashboards using SQL Server/Power BI.
• Preparing and presenting periodic investments and portfolios reports.
• Supervised clients’ portfolios and ensured the respect of the clients’ Investment Policy Statements.
• Conducted daily and monthly supervision for transactions and portfolios.
• Monitored and reviewed policies, procedures and practices to ensure compliance with all the laws and regulations for the firm.
• Implemented an effective compliance system for the firm and participated in the firm’s audits and controls.
• Conducted due diligences and maintained the NRD system.
• Analyzed leveraged and investment loans applications through the calculation of different ratios.
• Calculated clients’ portfolios returns and markets performances.
• Performed securities analysis and markets researches.
• Advised clients on their investments products and programs selection (term deposits, guaranteed investment certificates, mutual funds, RRSP, TFSA, RESP...Etc.).
• Helped clients regarding their needs for lending products like personal loans, mortgages...Etc.
• Evaluated the risk of credit applications and suggested solutions to mitigate it.
• Analysed the customers’ needs and recommended suitable banking solutions.
• Developed business opportunities and solved clients’ problems.