Fawaz Abdullah Alsaadi CFA
Summary
Reliable business professional with experience in project management, process improvement, and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
21
21
years of professional experience
Work History
Board Member
ASF
01.2023 - Current
CEO
Associations Support Fund
08.2022 - Current
- Leading Associations Support Fund towards achieving its vision and its strategic and operational objectives, direct supervision of the operational plans of the fund, working on coordination and management of institutional relations between departments, divisions and work teams, and ensuring commitment of employees to follow the policies and procedures approved by Board of Directors, as well as ensuring that the Fund's programs and projects intersect with strategic directions And work to expand and maximize the impact of fund within the sector and develop it in terms of knowledge management, programs, services, main operations, expansion plan and diversification of income sources.
- Achieving the fund's strategic and operational plans.
Implementation of approved institutional policies and procedures. - Maximizing "financial - in-kind - human" resources.
Effectiveness and sustainability of "internal - external" relations. - Activating information technology to maximize institutional performance.
- Reviewed individual department performance and worked with leadership to improve processes, procedures, and practices.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Developed key operational initiatives to drive and maintain substantial business growth.
Head of Investment Management Advisory
Alinma Investment Company
06.2018 - 08.2022
- Managing three units within Investment Management Advisory, which are Endowment, Investment Advisory and
- Product Development
- Construct and supervise our clients’ portfolios from assets allocation, risk management to structuring and managing
- Endowment Funds
- In addition to managing and enhancing the organization’s products development
- Manage Endowment investment funds team and review Funds’ performance and compliance with regulations
- Finalize Endowment investment deals by keeping contacts with all stakeholders in the industry and ensuring proper market, risk and profitability studies are in place
- Participate in AIC’s efforts to promote its market share in the local Investments industry
- Source investment opportunities and create inevitable plans with the Product Development through identifying the potential of a given opportunity, mapping its risks, rewards and challenges
- Ensure retention of existing clients by providing them with accurate, timely and extensive information and periodic reports as per the plans
- Ensure adequate controls, policies and procedures are in place and operating effectively to mitigate the risks and aligned with CMA and all government requirements
- Obtain the necessary mandates and documentation prior to commencing contract and legal forms.
Asset Management / Senior Portfolio Manager
Alinma Investment Company
- Responsible for the integration of both global macro and market valuation into a well-defined investment view, rationale, strategy and portfolio construction applied across a diverse client base and communicated to clients
- Contribute to the asset allocation strategy within the investment portfolios and adjust on a tactical and strategic basis
- Direct and provide input on future investment mandates and strategies investment mandates Participate in client and prospect presentations on a regular basis
- Monitor global macro events and assessing the implications on markets and client portfolios
- Create presentation material that provides information to clients for their understanding of the investment strategy and returns for their portfolios
- Responsible for the assessment and analysis of portfolio returns and risk in client portfolios to rebalance as needed
- Responsible for the determination of absolute and relative valuations of investment securities in client portfolios
- Manage assigned accounts according to specific client investment objectives and constraints including idea generation; the execution and the monitoring of the assets held in the portfolio to ensure maximization of portfolio performance; and through marketing efforts, make presentations to existing clients, prospective clients
- Interface with the strategy teams and research groups to understand and implement the firm’s recommendations; monitor cash balances; review portfolio investment results; communicate strategy and results to clients
- Consistently monitor the execution of the investment process and ensure portfolio construction is aligned with the process and asset allocation outlook of the Research Team
- Contribute to the company’s quarterly investment commentary and provide ongoing communication both internally and externally as it relates to investment strategy.
Asset Management / Associate
Jadwa Investment
08.2014 - 06.2018
- Research and analyze macroeconomic and microeconomic factors to identify investment opportunities for the firm’s tactical investment decision making process
- Generated investment ideas through fundamental equity analysis and quantitative screening; conducted top-down and bottom-up analysis, identifying trends and sectors that will outperform the overall market
- Attended industry conferences where CEO’s and top executives pitched their stories; proceed to make strategic decisions based on their pitches and conducted further analysis
- Involved inthe investment decision-making process through my own research recommendations as well as giving input on other investment committee decisions
- Perform responsibilities of preparing external and internal reports and documents to communicate investment ideas, news events and opinions regarding security analysis
- Monitor ongoing positions to identify potential developments and adjust position sizes.
Trading Desk- Manager / Trader
Samba Financial Group
01.2013 - 08.2014
- Managing the FX flow for the bank in G10/EM currencies
- Trading FX and derivatives based on macro and technical views
- Constructed models showing differences between sovereign’s fundamentals (debt levels public/private, C.A, FX reserves, external imbalances…etc.)
- PROFESSIONAL EXPERIENCE
- Mob: +966 552222300 Email: alsaadi.fawaz@gmail.com Nationality: Saudi
- Page 2 of 2
- Assisting the sales desk in structuring investment basket and hedging strategies tailored to their client’s needs
- Working with the equity trading unit in stock picking and portfolio optimization process
- Provided analysis on corporate’s earnings, dividends, capital structure, andliquidity
- Conducting market briefing for the treasury department in weekly morningmeeting.
Client Relation Senior officer
Saudi Arabian Stock Exchange, TADAWUL
03.2007 - 12.2010
- Assisted potential issuers on issues relating to compliance with the CMA listing rules and Tadawul listing requirements
- Managed the relationship with the potential equity & bonds/Sukuk issuers and financial advisors
- Monitored & follow the update to potential issuers with all information and communication distributed
- Provided support for potential issuers during the phase between CMA approval and listing
- Business development-NewGen project Senior Officer:
- Established Fixed Income business requirement to match Saudi Stock Market structure
- Engaged in establishing Fixed Income Automated Trading rules
- Conducted presentations for the brokerage houses to familiarize them with regulation requirements in Fixed
- Income trading
- Supervised the execution of the Fixed Income system test specifications
- Developed and maintained an external network of business contacts.
Business Development-NewGen Project Senior Officer
Saudi Arabian Stock Exchange, TADAWUL
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Established Fixed Income business requirement to match Saudi Stock Market structure.
- Engaged in establishing Fixed Income Automated Trading rules.
- Conducted presentations for the brokerage houses to familiarize them with regulation requirements in Fixed Income trading.
- Supervised the execution of the Fixed Income system test specifications.
- Developed and maintained an external network of business contacts
Market Operation Department/Market Control Officer
Saudi Arabian Stock Exchange, TADAWUL
- Lead market surveillance unit and reported directly to the top management
- Engaged in the execution of new product assignments
- Prepared quantitative and qualitative reports and business proposals.
Associate Auditor
Ernst & Young
02.2005 - 02.2007
- Prepared annual financial statements performed analytical procedures and ratio analysis
- Ensured financial recording accuracy and compliance with SOCPA accounting standards, procedures and internal controls
- Assisted in generation of client’s year-end standalone financial statements, consolidated financial statements, and auditor’s report for clients in various industries such as manufacturing, production, contracting, banking and services industries
- Performed business risk identification key control activities, modeling and assessment, business performance analysis
- Documented existing processes through interviews, observations, and inquiries
- Performed substantive testing on the financial statements and the footnotes.
Treasury
SABB {Member of HSBC
01.2003 - 08.2003
- Rotation between multiple departments (, , Investment Banking, Retail Banking and Corporate Banking).
Education
HRDF (The Human Resources Development Fund) -
Cranfield University
01.2020
Chartered Financial Analyst (CFA) Charterholder" -
CERTIFICATES
08.2017
CME-1 -
CERTIFICATES
07.2014
MBA - Concentrated in Finance
Suffolk University
12.2012
Bachelor of Science - Accounting
King Fahd University of Petroleum And Minerals (KFUPM)
12.2004
Skills
- Leadership
- Change Management
- Administrative effectiveness
- Performance management and development
- Communication and influence
- Customer care
Languages
Arabic
Native language
English
Proficient
C2
Timeline
Board Member
ASF
01.2023 - Current
CEO
Associations Support Fund
08.2022 - Current
Head of Investment Management Advisory
Alinma Investment Company
06.2018 - 08.2022
Asset Management / Associate
Jadwa Investment
08.2014 - 06.2018
Trading Desk- Manager / Trader
Samba Financial Group
01.2013 - 08.2014
Client Relation Senior officer
Saudi Arabian Stock Exchange, TADAWUL
03.2007 - 12.2010
Associate Auditor
Ernst & Young
02.2005 - 02.2007
Treasury
SABB {Member of HSBC
01.2003 - 08.2003
Asset Management / Senior Portfolio Manager
Alinma Investment Company
Business Development-NewGen Project Senior Officer
Saudi Arabian Stock Exchange, TADAWUL
Market Operation Department/Market Control Officer
Saudi Arabian Stock Exchange, TADAWUL
HRDF (The Human Resources Development Fund) -
Cranfield University
Chartered Financial Analyst (CFA) Charterholder" -
CERTIFICATES
CME-1 -
CERTIFICATES
MBA - Concentrated in Finance
Suffolk University
Bachelor of Science - Accounting
King Fahd University of Petroleum And Minerals (KFUPM)
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