Haton Alfreidi
Riyadh
Summary
Experienced investment professional with strong background in financial analysis, portfolio management, and client relationship building. Developed expertise in analyzing market trends and creating customized financial strategies. Seeking a transition into a new field to effectively leverage these skills for impactful outcomes.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Wealth Management Advisor
Watar Partners
01.2022 - Current
- Advise ultra-high net worth clients on investment opportunities that align with their financial goals and portfolio needs, ensuring sustainable wealth growth
- Assess and proactively monitor clients portfolios, ensuring performance alignment and strategic allocation in accordance with their objectives
- Conduct in-depth due diligence on acquisition targets for clients' portfolio companies, collaborating with the Investment and Valuation teams to evaluate potential synergies, financial performance, and strategic fit
- Support M&A decision-making by preparing valuation models and analysis for acquisition opportunities, providing comprehensive recommendations that aid clients in making informed acquisition decisions
- Collaborate with key stakeholders, including Asset Managers, third-party advisors, and the in-house Investment team, to develop comprehensive and strategic IC memos
- Partner with Reporting and Risk teams to create consolidated client reports and dynamic dashboards that provide actionable insights and ensure accuracy
Investment Analyst
Watar Partners
01.2018 - 01.2022
- Conduct thorough research on companies and industries by reviewing financial statements and market data to guide investment choices
- Analyze financial information related to new investment opportunities to spot trends and assess potential gains
- Help develop and improve financial models to accurately evaluate investment options
- Prepare investment memos for new opportunities, offering well-supported recommendations for decision-making
- Identify risks related to potential investments and suggest strategies to mitigate those risks
- Track market trends and economic indicators to inform investment strategies and enhance the firm's position
- Work with different teams to assess how broader economic factors impact investment opportunities, ensuring a well-rounded approach to portfolio management
- Present findings and recommendations to stakeholders clearly and effectively, supporting informed decisions and building client trust
Research Analyst
ROI3, Inc
01.2017 - 01.2018
- Conduct research and analysis of financial, demographic, and economic data for investment strategies
- Perform thorough data analysis on companies and potential customers to extract valuable insights
- Contribute to the preparation of business plans and actionable recommendations for strategic growth
- Develop clear reports and documents that identify and highlight attractive investment opportunities
- Collaborate with cross-functional teams to evaluate market conditions and refine investment approaches
- Present findings and insights to stakeholders in a clear and compelling manner to support decision-making
Business Subject Specialist
Seattle University
01.2016 - 01.2017
- Meet regularly with the Learning Specialist and participate in professional development sessions to enhance teaching practices
- Maintain detailed records of student progress and assist in program evaluations to improve services for students
- Develop and nurture connections between Learning Assistance Programs and faculty to support collaborative learning efforts
- Collaborate with faculty to identify student needs and tailor support services accordingly
- Share best practices and insights with colleagues to foster a culture of continuous improvement in learning assistance
Education
Master - Finance
PRINCE MOHAMMED BIN SALMAN COLLEGE
RIYADH, SA03-2026
Bachelor of Arts - Finance, International Business, Economics Minor
SEATTLE UNIVERSITY
SEATTLE, WA12.2017
Skills
- Investment strategies
- Portfolio Management
- Alternative investments
- Portfolio diversification
- Personal financial analysis
- Private equity investments
- Hedge fund strategies
- Real estate investments
- Financial Modeling
- Due Diligence
- Merger & Acquisition
- Market Research
Certification
- Financial & Valuation Modeling - Wall Street Prep
- CME 4 - In progress
Languages
Arabic, English
Native language
Timeline
Wealth Management Advisor
Watar Partners
01.2022 - Current
Investment Analyst
Watar Partners
01.2018 - 01.2022
Research Analyst
ROI3, Inc
01.2017 - 01.2018
Business Subject Specialist
Seattle University
01.2016 - 01.2017
Master - Finance
PRINCE MOHAMMED BIN SALMAN COLLEGE
Bachelor of Arts - Finance, International Business, Economics Minor
SEATTLE UNIVERSITY
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