Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Al-Jawharah Al-Yousef

Business Support Vice President - Asset Management
Riyadh

Summary

Responsible of overseeing the daily operation of asset management business. Assessing fund managers’ performance and suggesting methods of correcting actions when necessary. Maintaining contact with custodian, fund admin and stakeholders, and establishing a good relationship with them for the progress of the business. Capable to identify gaps and improve the organizations performance with proven history of enhancing operations. Proficient in best practices, leadership strategies and employee motivation to boost productivity and job performance. Well-coordinated in addressing problems, investigating root causes and implementing successful resolutions.

Overview

11
11
years of professional experience
5
5
years of post-secondary education
10
10
Certifications

Work History

Creative Economy Section Head

Ministry of Culture
2023.12 - Current
  • Established effective communication channels between departments, promoting collaboration and information sharing.
  • Collaborated with stakeholders to develop clear objectives, strategies, timelines, budgets, risk assessments, monitoring plans, evaluations/results reporting frameworks for successful implementation of initiatives.
  • Conducted thorough analyses of operational data to identify areas for improvement and recommend actionable solutions.

Business Support Vice President - Asset Management

SAB Invest
2022.09 - 2023.11

Due to HSBC's business transfer to SAB Invest, tasks and responsibilities were moved as previous role.

Business Support Vice President - Asset Management

HSBC SA
2022.07 - 2022.09
  • Participated in team-building activities to enhance working relationships.
  • Identified issues, analyzed information and provided solutions to problems.
  • Support the AMD COO in HSBC / SAB Invest Asset Management migration project.
  • Provide support for product manufacturing and work with the relevant stakeholder (Fund admin, Custodian & Operations) to ensure the fund operations is aligned to the model.
  • Gap analysis for regulatory projects such as implementing new IFR
  • Ensure the team is fully functional to execute all tasks including daily liquidity report, cash transfer instructions, regulatory reports and other MIS reports.
  • streamline the process of billing and payments related to Asset Management, ensure reconciliation of all invoices.
  • Undertake the review of the external fund auditors and give recommendations to the fund board for the selection of auditors.
  • Funds' financial statement preparation and ECL calculation.

Performance & Monitoring Lead

Zakat, Tax & Customs Authority
2020.02 - 2022.05
  • Manipulates data using powerful analytical software and applications to prepare reports and evaluate outcomes, present final analysis or products to prime minister and management.
  • Evaluated quality controls to see how effective, and to identify any errors in system.
  • Tracking organization's KPI and analyzing it to support organization's objective and drive it to success.
  • Responsible of monitoring and improving his excellency's dashboards.

Senior Reporting Analyst

Saudi Fransi Capital
2015.05 - 2020.01
  • Creates financial statements, shareholder reports and balancesheets.
  • Ensure accurate financial reporting through out organization by working closely with various departments and high managements.
  • Analyze income and expenses, allocate cost and reconcile accounts.
  • Budget reporting-assist in reporting and monitoring of departmental budget.

Co-op

Cooperation Council for the Arab State of the Gulf
2014.09 - 2015.02
  • Rotation in the finance department ( Audeting, Budgeting,Sales & Purchases, Investments & Contracts)

Education

Bachelor of Science - Finance

Prince Sultan University
Riyadh
2009.09 - 2015.02

Skills

Database performance

Performance Reports

KPI performance

Teamwork

Microsoft Office

Documentation & Reporting

Self-motivated

Time Management

Adaptable & Flexible Personality

Certification

Financial Analysis and Modeling

Timeline

Business Analytics for Data-Driven Decision Making

2025-09

Personal Leadership and Success

2025-08

Creative Economy Section Head

Ministry of Culture
2023.12 - Current

Business Support Vice President - Asset Management

SAB Invest
2022.09 - 2023.11

CME - 1

2022-09

Business Support Vice President - Asset Management

HSBC SA
2022.07 - 2022.09

Internal Assessor Training

2020-04

Performance & Monitoring Lead

Zakat, Tax & Customs Authority
2020.02 - 2022.05

ICAAP Stress testing & Economic Capital

2019-09

Financial Reports Writing

2018-06

Problem Solving & Decision Making

2016-11

Introduction to Basel III

2016-05

Communication, Body language & Presentation Skills

2015-11

Financial Analysis and Modeling

2015-08

Senior Reporting Analyst

Saudi Fransi Capital
2015.05 - 2020.01

Co-op

Cooperation Council for the Arab State of the Gulf
2014.09 - 2015.02

Bachelor of Science - Finance

Prince Sultan University
2009.09 - 2015.02
Al-Jawharah Al-YousefBusiness Support Vice President - Asset Management