Fund Analyst
Takaud savings & pensions
مجموع سنوات الخبرة :12 years, 2 أشهر
• Manage clients investment portfolios, monitor its performance on a ongoing basis and ensure its compliance with its Investment Policy Statement
• Perform extensive due diligence on investments through quantitative and qualitative analysis and make recommendation to the investment committee
• Develop attribution and monitoring reports for better portfolios risk management
• Feed clients digital platform with performance and attribution data along with market data and highlights
• Construct semi liquid alternative investment strategy that targets more than 8% annual yield
• Establish due diligence and funds scoring forms for alternative funds
• Meet and communicate regularly with existing fund managers, and do on site visits to new fund managers
• Report investment department updates regularly to the Investment Committee and Board of Directors
• Establish and maintain Investment department policies and procedures
• Liaise with other departments for specific reports needed and ensure compliance with CBB and applicable law
• Created financial proposals and illustrations for wealth management and placement clients based on their profile and needs
• Prepared monthly performance reports for Stakeholders
• Developed TAKAUD external seminars’ presentations and investment materials
• Conducted regular training sessions for TAKAUD’s sales channels employees
• Work with operation and compliance teams for onboarding new investments
• Created TAKAUD Employee referral process
• Ensured compliance with regulations in all investment related reports
• Closed Wealth Management investment deals
• Managed the entire sales process including on-site marketing campaigns, lead collection, tele-marketing, customer meetings for need analysis and deal closing.
• Conducted market research to support corporate and alliances sales.
• Closed wealth management deals up to USD 600, 000.
• Managed insurance sales and clients’ relationship in the bank
• Analyzed clients’ profiles and advised on recommended investment portfolios that best suit their objective and risk profile.
• May 2011- Jul 2011 General Council for Islamic Banks and Financial Institutions
Summer Intern: Received rotational training across different departments: • Conducted research on GDP contribution of Islamic institutions into various countries' economies.
• Conducted daily media monitoring on the recent news related to global financial institutions.
• Assisted in customer relationship management with key clients for two major events.
My study in the university was sponsored by a scholarship from Ministry of Education in Bahrain, I graduated with honor and was one of the top 5.
Graduated with honor
