Malek Daouk

Investment Service Associate

BFA - Pioneer Financial

Atlanta, USA

01.2023 - Current

Company Overview: Associated with Northwestern Mutual
Conducted due diligence on third-party fund managers, evaluating investment philosophy, performance consistency, and risk metrics to support portfolio decisions as part of the investment committee
Analyzed alternative investment opportunities, including private credit strategies; conducted research from the ground up and met with multiple fund managers to assess risk-return profiles and product suitability
Conducted in-depth analysis of legacy stock holdings for new clients and provided strategic recommendations to hold, reduce, or divest positions based on historical performance, forward outlook, and realized gains
Held quarterly meetings with fund managers and company management teams to gather insights on macroeconomic trends and assess performance outlooks for our existing funds.
Created tailored portfolio review proposals that identified structural weaknesses and allocation inefficiencies, contributing to over $250M in new AUM from prospective clients in less than a year
Produced detailed performance and transaction reports to strengthen client retention; reports highlighted behavioral pitfalls such as premature exits from high-performing funds
Assisted the PM of the launching satellite strategy in communication by verifying financial and economic data points for the newsletter and by creating his strategy presentation to be shared with advisors and clients
Take Over Proposal Automation Project (Interdepartmental)
Gained a thorough understanding of the proposal process by engaging with internal teams and mapping data workflows across departments
Co-developed a structured library of portfolio observations to improve the consistency and quality of proposals
Researched and integrated data sources such as PDF extractors to automate the extraction of portfolio insights
Coordinated with home office compliance to secure approval for Python-based automation within firm guidelines
Built the software in Python, incorporating logic for flexible inputs and compliance with system restrictions
Performed rigorous testing across multiple scenarios and engaged external coders to validate tool accuracy
Partnered with advisors to refine insights, enhance presentation quality and adjust observations
Result: Reduced proposal preparation time by over 65% and nearly doubled the number of portfolio observations
Analytics Task Force (Reporting to the CFO)
Presented a vision for M&A strategy to the CEO and CFO, including the advantages of seller-financed transactions
Evaluated potential acquisition targets by analyzing advisor age, AUM, and strategic fit
Built long-term revenue forecast through 2034 under various fee structures and assessed the trades-offs of aligning with the Home Office’s standardized fee schedule
Other projects:
Co-created with the head of operations a trade ticket template to improve clarity between departments and reduce back and forth. Result: 1-2 hour a week saved per trader and 10,000$ per quarter on trade corrections
Automated the quarterly employee performance, reducing its preparation time by 80% and improving accuracy
Associated with Northwestern Mutual

Corporate Banking Analyst

FRANSABANK

Beirut, Lebanon

01.2020 - 01.2022

Analyzed M&A transactions by examining macroeconomic factors, company overview, risks and synergies
Evaluated new loan demands by analyzing financial statements, evaluating collaterals and highlighting risks
Calculated liquidity (LCR) and solvability (CAR) ratios and reported to the head of the financial control department
Analyzed and stress-tested portfolio’s concentration risks by sectors and client, presented results to risk committee

Environmental Engineer

SHANGHAI CONSTRUCTION GROUP

Shanghai, China

01.2019 - 12.2019

Overview

Work History

Investment Service Associate

Corporate Banking Analyst

Environmental Engineer

Education

Masters of Analytical Finance - STEM credentialed program

Bachelor - Civil and Environmental Engineering

Skills

Certification

Timeline

Investment Service Associate

Corporate Banking Analyst

Environmental Engineer

Masters of Analytical Finance - STEM credentialed program

Bachelor - Civil and Environmental Engineering

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