Skilled in conducting sector analysis and in identifying market trends for making long-term investment decisions.
Excellent understanding in formulating budgets, implementing systems/procedures, conducting analysis, preparing key reports to exercise financial control, and enhancing the overall efficiency of the organization Equipped with critical thinking skills and an eye for detail in equal measure; skilled to derive insights from Data Analysis to perform gap analysis, identify requirements and compile findings.
Expertise in collecting, summarizing & interpreting financial data, and presenting conclusions gained from analyzing large financial data sets by using statistical tools.
Overview
3
3
years of professional experience
Work History
Senior Investment Analyst
ESAD Services Group
08.2024 - Current
Implemented effective risk management procedures to minimize exposure during periods of market volatility.
Spearheaded initiatives to improve internal processes, enhancing overall team productivity and effectiveness.
Advised clients on optimal investment strategies, considering their risk tolerance and investment objectives.
Managed a diverse portfolio of assets, balancing risk and return while optimizing investment strategies.
Built strong relationships with key stakeholders, ensuring alignment between investments and business objectives.
Developed comprehensive financial models for evaluating potential investments, leading to increased returns.
Enhanced portfolio performance by conducting in-depth financial analysis and investment research.
Developed trading strategies to maximize returns on investments.
Investment Analyst
Al Muhaidib Holding.
05.2022 - 08.2024
Managing more than 10+ investments that include Research: Industry trends, Watch-list Companies & Financial Market Trends
Prepared monthly, quarterly, and semi-annual reviews for the assigned portfolios
Prepared recommendations for new investment & IPO opportunities of MENA Region; actively participating in IPO roadshow
Prepared equity research reports and provided ratings on the stocks
Evaluating companies based on Benchmark
Evaluating companies and using the Bloomberg terminal
Skills: Portfolio management, Financial and operational reporting, Bloomberg Terminal, Business Development, Financial services expertise, Private equity analysis, Public equity analysis
Education
Finance -
Prince Mohammad Bin Fahd University
Dhahran, Eastern Province
05.2021
Diploma of Higher Education - Accounting
College of Technology
Dammam, Eastern Province
12.2015
Skills
Portfolio management
Financial and operational reporting
Bloomberg Terminal
Business Development
Financial services expertise
Private equity analysis
Public equity analysis
Industry analysis
Timeline
Senior Investment Analyst
ESAD Services Group
08.2024 - Current
Investment Analyst
Al Muhaidib Holding.
05.2022 - 08.2024
Diploma of Higher Education - Accounting
College of Technology
Finance -
Prince Mohammad Bin Fahd University
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