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Tarek Aly, Associate Vice President and Financial Technical Analyst

Tarek Aly

Associate Vice President and Financial Technical Analyst

EFG-Hermes

Location
Egypt - Cairo
Education
Bachelor's degree, Financial Management, Accounting, etc.
Experience
11 years, 7 Months

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Work Experience

Total years of experience :11 years, 7 Months

Associate Vice President and Financial Technical Analyst at EFG-Hermes
  • Egypt - Cairo
  • April 2007 to September 2012

Main Tasks and Responsibilities:
- Issuing various types of Financial Technical Analysis reports covering Egypt and the main Gulf markets.

- Holding staff meetings/ conference calls for branches

- Giving clients' presentations

- Conducting in-house educational courses

Section Head- Financial Planning (for High Net-Worth Clients) at NSGB
  • Egypt - Cairo
  • October 2006 to February 2007

Wealth management and selling specifically-tailored credit, saving and investment products to High Net-Worth Clients

Branch Supervisor and Head of Customer Service at National Bank of Oman
  • Egypt - Cairo
  • April 2005 to September 2006

\[Both front and back offices\]

Customer Service and Remittances Clerk (front and back office) at CIB
  • Egypt - Cairo
  • February 2001 to March 2005

\[Both front and back offices\]

Education

Bachelor's degree, Financial Management, Accounting, etc.
  • at Faculty of Commerce- English Section- Ain Shams University
  • May 1998
High school or equivalent, Sientific
  • at High Talents School
  • January 1994

GSCE

Specialties & Skills

Financial Forecasting
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Strategic Financial Planning
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Wealth Transfer Planning
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Retail Banking
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Customer Service
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Banking
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Analysis
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Corporate Finance
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Compliance
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Financial Analysis
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Teamwork
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Coaching
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Retail Banking
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Banking Operations
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Risk Management
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Investment Banking
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Risk
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Wealth Management
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Business Analysis
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Budgeting
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Business Planning
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Planning
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Strategic Planning
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Supervisory Skills
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Business Strategy
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Financial Modeling
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Research
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Portfolio Management
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Trade Finance
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Asset Management
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Project Finance
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FX
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Retail
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English
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Financial Planning
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Investments
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Capital Markets
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Equities
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Financial Management
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Financial Reporting
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Islamic Finance
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Forecasting
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Equity Valuation
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Equity Research
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Emerging Markets
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Economics
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Financial Markets
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Technical Analysis
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Derivatives
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Internal Audit Business Market Analysis and Forecasting
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Branch Manager Head of Customer Service Head of VIP Clients Service Operations Manager or Deputy
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HR Payroll Manager Treasury Management Training and Development Compliance Quality Assurance
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Head of Call Center
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Languages

Arabic
Expert
English
Expert

Memberships

The British Society of Technical Analysts (STA)
  • Full Member
  • January 2009

Training and Certifications

Structured Investment Products (Training)
Training Institute:
Societe Generale Group Head Office in Paris
Date Attended:
January 2007
Quality Service & Communication Skills In Banks (Training)
Training Institute:
Institute of Banking and Finance- The American University in Cairo (AUC)
Date Attended:
June 2006
“Cheque Rules in The New Commercial Law”, & “Letters of Credit for Specialists” (Training)
Training Institute:
The Egyptian Banking Institute- The Central Bank of Egypt
Date Attended:
January 2006
Financial Technical Analysis (Training)
Training Institute:
International Federation of Technical Analysts (IFTA)
Date Attended:
April 2008
“Investment Funds & Portfolio Management”, “Wealth Management”, “Dealing Room & Financial Planing”, (Training)
Training Institute:
The Egyptian Banking Institute- The Central Bank of Egypt
Date Attended:
January 2006