Aseel Alkhalawi
Investment Analyst
Riyadh
Summary
Accomplished investment analyst specializing in Debt Capital Markets prepared to contribute to organizational success while developing new skills and gaining real-world experience. Highly organized and responsible with strong communication written, and technical skills. Offering superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team through reliability and dedication along with resourcefulness.
Overview
2
2
years of professional experience
5
5
years of post-secondary education
8
8
Certifications
3
3
Languages
Work History
Investment Analyst - Global Financing
Public Investment Fund (PIF)
12.2022 - Current
- Review, select, recommend, and execute financial debt instruments as required
- Meet PIF's funding requirements for the short and long term by issuing financial debt instruments (bonds, sukuk, commercial paper, etc.)
- Participated i the pricing of PIF's RegS international bond offering, under its Euro Medium-Term Note Program
- Participated in the pricing of PIF's first dollar-denominated Shariah-compliant trust certificates (Sukuk)
- Graduated from the 6th batch of the Public Investment Fund Graduate Development Program
Investment Analyst Intern
Dussur - The Saudi Industrial Investments Company
09.2022 - 12.2022
- Built financial Merger (M&A) Models
- Collaborated on Green Field and Brown Field deals with directors
- Forecasted financial Merger (M&A) Models by sensitivity analysis, DCF, IRR calculations, and margin calculations
- Developed and deepened relationships to cement profitable partnerships
- Collaborated on projects with lawyers on due diligence, shareholder agreements, and share purchasers agreements.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities, and future objectives
- Promoted successful investment plans with well-organized and smooth presentations
- Attended Annual 16th GPCA Forum hosted by SABIC as a Dussur delegate
Co-op Trainee - Fixed Income and Money Markets
Hassana Investment Company
01.2022 - 07.2022
- Analysis of financial statements
- Prepared investor proposals
- Recruited and scored external managers to manage fixed income portfolios
- Attended meetings with credible investment banks and companies
- Developed business, financial and analytical skills in fast-paced work environment
- Assisted with projects by applying strong analytical skills and studies
- Completed research and compiled data about different industries and investment banks
- Financial modeling and forecasting
Education
Bachelor of Science - Finance
Prince Sultan University
01.2017 - 07.2022
Skills
Microsoft Office
Relative valuation
Emotional intelligence
Punctuality
Analytical skills
Financial analysis
Financial modeling and forecasting
Macroeconmic and microeconomic research
Markets research
Investment analysis and recommendation
Accomplishments
The Public Investment Fund Graduate Program 6th Batch - 2023
- Graduated from the 6th batch of the 10-month Graduate Development Program at PIF in collaboration with UC Berkeley Executive Education and Training The Street (AMT Training)
- UC Berkeley Executive Education (Dec 2022 - Jan 2023): Core Skills In-Class Program
- Training The Street (AMT Training): 40-day intensive training under the International Investments Track, that offered instructor-led courses in accounting, capital markets, financial modeling, and valuation for finance professionals
Finance and Economics Club at Prince Sultan University - 2022
- Support member
- Contributed in the club fair
Saudi Arabia Bloomberg Trading Challenge - 2021
- Competed against peers around the country over four weeks to generate the strongest investment strategy and most valuable portfolio on the Bloomberg Terminal, using a SAR 3 million notional amount
Community service and continuing education center at Prince Sultan University - 2021
- Represented the department of finance at PSU by explaining the finance profession from a student perspective to high school diploma students
International symposium on MENA Economies and Markets (ISMEM) - 2019
- Contributed at a symposium organized at PSU by the Society for the Study of Emerging Markets (SSEM)
Certification
Excel Skills for Business: Advanced
Timeline
J.P.Morgan Markets and Corporate Finance - Workshop
11-2023
Public Investment Fund Graduate Development Program - AMT Training
07-2023
Public Investment Fund Training Academy - Core Skills In-Class Program by UC Berkeley Executive Education
03-2023
Investment Analyst - Global Financing
Public Investment Fund (PIF)
12.2022 - Current
Investment Analyst Intern
Dussur - The Saudi Industrial Investments Company
09.2022 - 12.2022
CME-1 Part One: Regulations
05-2022
Co-op Trainee - Fixed Income and Money Markets
Hassana Investment Company
01.2022 - 07.2022
Bloomberg KSA Trading Challenge
11-2021
Discounted Cash Flow Modeling
09-2021
Bloomberg Market Concepts (BMC)
04-2021
Excel Skills for Business: Advanced
03-2021
Bachelor of Science - Finance
Prince Sultan University
01.2017 - 07.2022
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