Investment Analyst
Family Office
مجموع سنوات الخبرة :21 years, 10 أشهر
Assistant Investment Manager - member of Investment Team, responsible for:
Follow the policies and procedures outlined in the Investment Policies and Procedures Manual, as well as the company wide policies.
Assist in the identification of investment opportunities that are in line with the approved investment guidelines.
Assist the investment management team in the appraisal and execution of investment opportunities.
Collect information regarding investments, perform research and analysis for investment assessments and evaluations.
Perform due diligence reviews to enable informed decision making regarding prospective investments.
Maintain up to date information on the latest economic trend in countries where the company has undertaken investments.
Follow-up on developments in the financial markets and their constantly changing patterns.
Track and monitor the performance of company investments. Assess the performance, analyze financial and non-financial components, and make informed recommendations to superiors.
Prepare financial research summaries and compile data into comprehensive reports.
Assist in the preparation of the Investment Divestiture (Liquidation) proposals for investments identified to be sold/disposed of, as per the instruction of the Head of Investment.
Properly file all Investment function documents and reports for further reference.
Ensure that sensitive information is safeguarded, and only authorized personnel have access to investment project files and data.
Feasibility Studies Expert - member of Feasibility Studies projects, responsible for:
Research industries, companies, historical financial statements, and project financial data.
Build financial models and perform valuation analysis.
Analyzing clients' financial statements.
Performing forecasting &projections for clients.
Provide information to management by assembling and summarizing data, preparing reports, and presenting findings, analysis, and recommendations.
Credit Supervisor- member of Credit team, responsible for:
▪Evaluating clients, gathering Clients' information, credit data and financial statements to determine the creditworthiness of existing or prospective clients.
▪Allocate suitable credit terms to ensure Companies' secure credit grants, terms and process all credit leverage requests and risk involved in lending money to them.
▪Analyzing client records and using the data to recommend payment plans.
▪Conferring with credit associations and references to exchange credit information on clients.
▪Evaluating the financial status of clients by producing financial ratios.
▪Assure Accurate processing of all credit accounts and incoming credit payments.
▪Researching and resolving account discrepancies.
▪Analyzing records regarding payments and account status.
▪Generating reports and statements for internal use.
▪Ability to process and scrutinize data to verify any discrepancies within the system.
▪Problem-solving skills to ensure the resolution of any client's credit issues.
▪Keeping knowledge of key issues Up to date (for example legal, market risk, and compliance issues)
January 2011- October 2011 Business Analyst - member of the Business Process Reengineering \[BPR\] Project, responsible for:
Having meetings with the bank staff in order to understand and document all entire processes performed in all departments.
Analyzing the old processes in order to enhance performance, reduce efforts and costs.
Supervising the documentation of the reengineered processes.
Having meetings with the bank staff in order to discuss the reengineered processes and get the approval.
August 2010 - December 2010 Business Analyst - member of the testing team of new Core Banking Applications, responsible for:
Performing needed tests for new Core Banking systems in order to determine the most suitable one for the customer.
March 2010- July 2010 Business Analyst - member of business support team of Mutual Funds Management system project, responsible for:
Data gathering about customer needs.
Prepare Gap analysis between Exist application business and required business.
Test released applications to ensure that the required business is applicable.
Report feedback to repair system bugs by development team
November 2007- February 2010 Business Analyst - member of the support team of a Core Banking Application responsible for:
Contact point with User Representatives
Facilitate workshops or meetings for the client to work through technical and process decisions.
Business requirements and process definition
Research and propose technical solutions.
Establish application environment and configuration.
Implement Quality assurance testing procedures.
Establish bug test cases for vendor help desk.
Determine and describe application bugs.
Managing unit testing and then UAT
Controlling the to-be production environment
Coordinate installation, user training and software updates
January 2007- October 2007 Business Analyst - project coordinator for an Egyptian Bank database Migration project, responsible for:
Organizing and attending meetings and ensuring the manager is well-prepared for meetings.
Preparing meeting agenda
Compile project documentations
Responsible to collect input from the business analysts and project engineers to develop and maintain the detailed schedule.
Taking MOM and spreading it to the concerned parties.
Implementing the agreed action plan to the agreed standards and deadlines
Follow up on meeting results.
Handling all incoming email, faxes and post and filtering them
April 2006- December 2006 Business Analyst - member of the testing team of a payroll application, responsible for:
Performing the test according to a previously prepared testing scenario
Analyzing gaps between actual & expected system behavior.
Reporting the bugs in a bug report
Following up application enhancement
May 2003- March 2006 Customer Support team leader - project of outsourcing information technology, responsible for:
Distribute tasks through team members.
Determine specific requirement software for educational management system.
Transfer credit hours system knowledge to development team
Testing the new system to ensure there are no critical errors.
Reporting feedback to repair system bugs
Ensure that the data is entered correctly.
Train the customers to profession use of new system
July 2002- April 2003 Customer Support Specialist - project of outsourcing information technology, responsible for:
Testing the new system to ensure there are no critical errors.
Ensure that the data is entered correctly to the computer system.
Train the customers to use the new system.
BSC of Commerce