Senior Financial Analyst
Catalyst Group
Total des années d'expérience :12 years, 4 Mois
- Currently working on a high-level firm diagnostic report for a client entering into an M&A transaction
- Identified firm value range using P/E, P/BV multiples valuation, as well as, the Net-Asset Value approach
- Presented the methods and findings of the valuation and debated the reasoning behind the methodology
- Assisted in monitoring and ensuring compliance with the firm’s overall objective of the SME fund
- Conducted credit risk and fund compatibility analysis for new investment requests by SME fund manager
- Analyzed market and sector conditions using a top-down approach to identify potential investments
- Valued stock performance and portfolio compatibility leading to improved portfolio returns
- Studied potential investments, qualitatively and quantitatively, resulting in approved annual budget
- Appointed lead analyst in the acquisition of a hotel management firm, project worth SAR 32 mil
- First point of contact with banks to negotiate financing terms and execute trade transactions
- Coordinated with architects to ensure designs were in line with feasibility study and local regulations
- Created/Managed a concept design competition to initiate the first phase of a SAR 250 mil hotel project
- Played an integral part in valuing upcoming projects and expanding real-estate portfolio
- First point of contact with banks and real estate brokers to negotiate financing and sales opportunities
- Constructed a 5-year budget/project priority plan that secures CF-streams and eliminates bottlenecks
- Proposed a new department structure resulting in an improved work-flow within the department
- Analyzed clients’ credit positions and gave recommendations to ensure projects financial stability
- Managed client’s credit relationship and monitored their progress and track records
- Ensured all credit-related activities are executed and reported within the bank’s policies and guidelines
- Conducted quantitative/qualitative analysis and internal credit rating on clients and prospective clients
- Appointed to Credit Department - Global (based on my preference)
- Completed a three-month graduate trainee program in Corporate & Investment Banking
- Traded Options, Futures and Equity in the NYSE and European stock and derivatives markets
- Advised clients on trends and intrinsic value of stocks daily using technical & fundamental analysis
- Gathered and analyzed news report based on industry and updated clients on their current positions
- Monitored client position to ensure that their coverage margins are maintained within approved limits
- Monitored and maintained the computer lab
- Assisted students with Internet, printing and other computer problems.
- Allocated all the information needed about computers in three different departments: English, Arabic and Arts department
Merit