Summary
Overview
Work History
Education
Skills
Languages
Achievements
Courses
Timeline
Generic
Abdullah Alzahrani

Abdullah Alzahrani

Investment Manager
Riyadh

Summary

Dynamic and results-driven Investment Manager with extensive experience in identifying and capitalizing on new investment opportunities within the capital markets. Skilled in managing eight multimillion-dollar portfolios globally, conducting comprehensive market research, and performing detailed financial analysis to make informed investment decisions. Proven track record of monitoring and ensuring investment performance aligns with financial targets. Reports directly to the C - level, contributing strategic insights to guide the organization's investment strategy. Cultivates and maintains robust professional relationships with leading local and international banks. Have a strong background in compliance and team management. Able to work under pressure and meet tight deadlines, while maintaining a high level of accuracy and attention to detail.



Overview

3
3
years of professional experience
6
6
years of post-secondary education

Work History

Investment Manager

Interkey Company
06.2024 - Current
  • Monitored, managed and developed investment portfolios.
  • Developed comprehensive financial plans for clients, addressing both short-term and long-term objectives.
  • Managed a diverse range of portfolios, ensuring alignment with risk tolerance and financial goals.
  • Conducted due diligence on potential investments, analyzing market trends and company fundamentals.
  • Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
  • Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
  • Assessed and reported on performance attribution on monthly and quarterly bases.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.

Senior Investment Accountant

Interkey company
Riyadh
06.2023 - 06.2024
  • Primary responsibility is to identify new investment opportunities in capital market
  • Analyze investment opportunities by conducting market research and financial analysis
  • Work with other investment professionals to make informed investment decisions
  • Monitor performance of existing investments to meet financial targets
  • Leverage experience and expertise to help guide investment strategy of organization
  • Works and maintain professional relations with local and international Banks.

Investment Accountant

Interkey company
Riyadh
02.2022 - 06.2023
  • Primary responsibility is to identify new investment opportunities on the capital market
  • Analyze investment opportunities by conducting market research and financial analysis
  • Work with other investment professionals to make informed investment decisions
  • Monitor the performance of existing investments to meet financial targets.
  • Evaluated the effectiveness of current procedures regularly, recommending improvements where necessary.

Education

Bachelor - Accounting

University of Akron
United States
09.2015 - 05.2021

Skills

- Portfolio Management - Risk Management - Global Equity portfolio management - Relationship building and management

- Investment strategies - Risk Analysis - Fundamental Analysis - Financial Analysis - Alternative Investments - Private Equity

- Portfolio Management - Risk Management - Global Equity portfolio management - Relationship building and management

Languages

English
Proficient
C2

Achievements

06/2019 - 09/2019

- next level training - emotional intelligence leadership (USA)

In this program, we applied our training to reality by collaborating with the 1DivineLine2Health (1DL2H) organization, which supports the rehabilitation of human trafficking victims. As a group of 35 leaders, we successfully raised $122,000 and collected 5,000 tangible goods within 28 days. This effort helped rebuild and refurbish two houses, providing healthcare, shelter, food, and access to recovery services for women and children.

Courses

   10/2021 - 01/2022

- Fintech Bootcamp - Saudi Digital Academy

Himma Technology Camp is a camp specialized in the field of financial technology to qualify national cadres in this specific field. It extends to 14 weeks, 8 hours a day, and more than 5 projects in the field of financial technology. With more than 15 educational tools


- Project Risk management - CFA Level l exam preparation

Timeline

Investment Manager

Interkey Company
06.2024 - Current

Senior Investment Accountant

Interkey company
06.2023 - 06.2024

Investment Accountant

Interkey company
02.2022 - 06.2023

Bachelor - Accounting

University of Akron
09.2015 - 05.2021
Abdullah AlzahraniInvestment Manager