Summary
Overview
Work History
Education
Skills
Timeline
Generic

Essam Albudayr

Jeddah

Summary

I aim to build an excellent career path in an organization that would give me the opportunity to contribute to its success and develop my experience in business and investment under a challenging work environment which will ultimately sharpen my skills to become an effective leader and an inspiration to others.

Overview

5
5
years of professional experience
8
8
years of post-secondary education

Work History

Senior Investment Analyst

Salic
7 2022 - 7 2023
  • Conducted detailed due diligence including investment analysis and valuations of potential investments.
  • Executed M&A transactions.
  • Monitored market trends and news to identify emerging opportunities.
  • Evaluated performance of existing investments and adjusted accordingly.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.

Associate Portfolio Manager

Watani Wealth Management
03.2022 - 06.2022

Performed company equity analysis and valuation

Investment Manager

Nadec Foods
12.2021 - 03.2022
  • Feasibility study on Agricultural commodities; due diligence on Macroeconomic view, global markets research, supply and logistics issues and investment analysis.

Analyst - Advisory

ValuStrat
05.2021 - 10.2021
  • Communicate with clients to understand and document business objectives.
  • Study market factors at macro and micro levels, collecting and interpreting data, formulating reports and making recommendations based upon research findings.
  • Source information from public sources, industry, paid-research data bases and conducting in-depth data analyses.
  • Create in-depth financial modelling and perform valuations.

Investment Analyst

Jabal Omar Development Company
07.2018 - 10.2020
  • Worked with fund managers and lending institutions in securing funds for the main project.
  • Perform feasibility studies on real estate investment opportunities.
  • Reviewing valuations conducted by third party providers of potential investments.
  • Conducting research on a variety of options (SPV, Private fund & Joint venture) for developing future projects.


Financial Analyst

AlAwwal Capital
11.2017 - 06.2018


  • Analyzing macroeconomic outlook and expectations for Saudi Arabian economy, i.e. SAIBOR, GDP growth and attributes.
  • Performing analysis and recommendations to invest in Murabaha Time Deposit deals, Murabaha money market funds and Sukuk.
  • Monitor comparable funds in the industry and perform periodic trend analysis.
  • Collecting financial statements and relevant information for Sukuk issuers to analyze their profitability, solvency and liquidity positions.
  • Ensure compliance with the terms and conditions of the fund and Capital Market Authority regulations.
  • Periodic reporting on fund performance evaluation.

CoOp Trainee, Corporate Financial Control

National Commercial Bank, NCB
02.2017 - 05.2017


  • Monitor closely the daily updated financial statements provided by MIS team and ensure their accuracy.
  • Monitor abnormalities, misuses and mismatching in accounting entries.
  • Monitor closely the products performance by corporate branches.
  • Check for invoices to provide approval for the Accounting team to release the funds.I.e. Syndication loans, management fees, refund to customer transactions.

Education

Passed Level 2 of The CFA Program

CFA Institute

CME-4

Capital Market Authority

Bachelor of Science - Finance

University Of Business And Technology (UBT)
Jeddah, Saudi Arabia
01.2013 - 06.2017

Bachelor of Science - Chemical Engineering (Incomplete)

University Of Birmingham
Birmingham, UK
10.2008 - 06.2012

Skills

Good understanding of governance, risk management and control frameworks

Timeline

Associate Portfolio Manager

Watani Wealth Management
03.2022 - 06.2022

Investment Manager

Nadec Foods
12.2021 - 03.2022

Analyst - Advisory

ValuStrat
05.2021 - 10.2021

Investment Analyst

Jabal Omar Development Company
07.2018 - 10.2020

Financial Analyst

AlAwwal Capital
11.2017 - 06.2018

CoOp Trainee, Corporate Financial Control

National Commercial Bank, NCB
02.2017 - 05.2017

Bachelor of Science - Finance

University Of Business And Technology (UBT)
01.2013 - 06.2017

Bachelor of Science - Chemical Engineering (Incomplete)

University Of Birmingham
10.2008 - 06.2012

Passed Level 2 of The CFA Program

CFA Institute

CME-4

Capital Market Authority

Senior Investment Analyst

Salic
7 2022 - 7 2023
Essam Albudayr