Joe Marcel Kassab
New York,NY
Overview
4
4
years of professional experience
Work History
Investment Analyst
ABS Global Investments
Greenwich, CT
05.2024 - Current
- Produced concise investment memos for senior management, outlining investment rationale and performance attribution
- Performed in-depth diligence and analysis of investment strategy, portfolio positions, performance, and investment structuring
- Built investor presentations to support fundraising efforts and communicate fund performance to limited partners
- Sourced and screened prospective investment managers across developed markets, focusing on equity long/short hedge funds
Investment Analyst Intern
Petiole Asset Management
Manama, Bahrain / Zürich, Switzerland
05.2022 - 08.2024
- Conducted financial research and analysis to support investment decision-making for potential direct investments
- Contributed in the preparation of investment memos with clear and concise deal analyses presented to senior management for consideration
- Assisted in maintaining client relationships by providing timely and accurate financial information and updates
- Monitored the performance of co-investments, tracking key performance metrics and making proactive recommendations for potential portfolio adjustments
Financial Analyst Intern
Camco Capital
Riyadh , Saudi Arabia
01.2021 - 04.2024
- Assisted in the development of financial models to evaluate investment opportunities and assess their potential impact on the company's profitability
- Collaborated with cross-functional teams to gather financial data and streamline financial planning, resulting in increased efficiency and accuracy
- Contributed to the preparation of presentations for senior management, summarizing financial insights and providing actionable recommendations
- Prepared reports on key performance indicators, supporting data-driven decision- making for strategic planning
Education
Bachelor of Science - Finance
SKEMA Business School
Nice, France04-2023
Skills
- Technical skills: Excel, SQL, R, Bloomberg Terminal
- Languages: English, French, Arabic, Spanish
Certifications
- Bloomberg Market Concepts
- CFI: FMVA - Financial Modeling & Valuation Analyst
- Udemy: Data Modeling and Mining
Timeline
Investment Analyst
ABS Global Investments
05.2024 - Current
Investment Analyst Intern
Petiole Asset Management
05.2022 - 08.2024
Financial Analyst Intern
Camco Capital
01.2021 - 04.2024
Bachelor of Science - Finance
SKEMA Business School