MOHAMMED ALSUWAILEM
Riyadh,Saudi Arabia
Overview
10
10
years of professional experience
5
5
years of post-secondary education
Work history
Manager, Investment Portfolio Management
King Faisal Specialist & Hospital & Research Center
Riyadh
01.2021 - 08.2025
- Develop and implement comprehensive investment strategies for KFSH&RC portfolio, taking into consideration risk tolerance, liquidity needs, and long-term financial goals.
- Responsible for monitoring the performance of all investments in the portfolio including Public & Private Equity, Sukuk, Real Estate, Murabaha, Commodity, and Absolute Return in local & global markets. Recommend corrective actions including hiring & terminating asset manager to optimize returns and manage risk.
- Conduct thorough research and analysis of investment opportunities, asset classes, and market trends to inform strategic decision-making.
- Propose several investment opportunities within the portfolio to implement strategic asset allocation. Formulate, draw, and provide recommendations and conclusions for effective decision-making regarding investments.
- Conduct quantitative and qualitative analyses to enhance the monitoring of the current investment portfolio. Ensure compliance and accurate implementation of the Investment Policy Statement (IPS), Governance, and Manager Selection Guidelines in each transaction to establish a more comprehensive monitoring program/procedure.
- Supervise the preparation of the Quarterly Investment Performance measurement report as well as end of the year (Annually) to present to BOD & investment committee.
- Define appropriate benchmarks, hurdle rates, index, and other tools for objective evaluation of each asset performance.
- Handle the cash flow forecasting modelling and carrying out investment income budgeting/forecasting exercises periodically.
- Oversee the development of policies governing the investment and liquidation of treasury-earmarked cash.
- Facilitate trade execution across diverse asset classes such as equities, fixed income, RE funds, PE funds and money market funds, collaborating with portfolio managers and the custodian to ensure the timely and accurate settlement of trades, promptly resolving any discrepancies or issues that may arise.
- Conduct periodic reconciliations to ensure consistency between internal records and external sources.
- Implement risk management strategies to mitigate portfolio risks and optimize returns.
- Analyzing financial statements includes examining a company's or asset's financial data, conducting ratio analysis, and forecasting to evaluate its financial health and performance.
- Build a strong network with financial and investment institutions and ensure sourcing of quality and high-return opportunities.
- Collaborate closely with stakeholders to ensure a shared understanding of proposed investments and their implications.
- Communicated regularly and attended monthly calls with custodians, fiduciaries, and investment managers overseeing assets/funds across each asset class.
Specialist, Investment Portfolio Management
King Faisal Specialist & Hospital & Research Center
Riyadh
02.2018 - 01.2021
- Assisted in the development and implementation of comprehensive investment strategies for KFSHRC portfolio, focusing on risk tolerance, liquidity needs, and long-term financial goals.
- Monitored the performance of all investments in the portfolio, including Public & Private Equity, Sukuk, Real Estate, Murabaha, Commodity, and Absolute Return in local & global markets. Recommend corrective actions to optimize returns and manage risk.
- Conducted thorough research and analysis of investment opportunities, asset classes, and market trends to inform strategic decision-making.
- Conducted quantitative and qualitative analyses to enhance the monitoring of the current investment portfolio. Ensured compliance and accurate implementation of the Investment Policy Statement (IPS), Governance, and Manager Selection Guidelines.
- Contributed to the preparation of the Quarterly Investment Performance measurement report and the Annual report to present to the Board of Directors and the investment committee.
- Defined appropriate benchmarks, hurdle rates, indices, and other tools for objective evaluation of each asset performance.
- Handled cash flow forecasting modelling and carried out investment income budgeting/forecasting exercises periodically.
- Assisted in the development of policies governing the investment and liquidation of treasury-earmarked cash.
- Facilitated trade execution across diverse asset classes such as equities, fixed income, RE funds, PE funds, and money market funds, collaborating with portfolio managers and the custodian to ensure timely and accurate settlement of trades, promptly resolving any discrepancies or issues that may arise.
- Conducted periodic reconciliations to ensure consistency between internal records and external sources.
- Implemented risk management strategies to mitigate portfolio risks and optimize returns.
- Analyzed financial statements, including examining a company's or asset's financial data, conducting ratio analysis, and forecasting to evaluate its financial health and performance.
- Built a strong network with financial and investment institutions to source quality and high-return opportunities.
- Collaborated closely with stakeholders to ensure a shared understanding of proposed investments and their implications.
- Communicated regularly and attended monthly calls with custodians, fiduciaries, and investment managers overseeing assets/funds across each asset class.
- Maintained up-to-date industry knowledge through continuous professional development.
- Performed regular system backups, preventing potential data loss.
Accounting Analyst
King Faisal Specialist & Hospital &Research Center
03.2016 - 01.2018
- Maintains and update the chart of accounts in the General Ledger system.
- Prepares journal entries to the General Ledger System; verifies posting of various entries in the system.
- Compiles expenditures for each cost center.
- Assists in the preparation of financial reports.
- Reconciles bank statements with the General Ledger balance.
- Reconciles balance sheet accounts (assets, liabilities, bank statement, etc.)
- Maintains suitable filing system for all reference documents in the area of responsibility.
External Auditor
Ernst & Young
, Saudi Arabia
10.2015 - 03.2016
- Audit the organization's balance sheet, income statements and ledger accounts.
- Identify significant accounts and disclosures and relevant assertions.
- Perform day-to-day audit works, include the audit planning, control testing, substantive testing.
- Communicate and report audit findings to seniors and audit managers.
- Propose adjusting journal entries and discuss audit findings with clients.
- Document audit procedures and cross-reference work papers.
Education
Master of Business Administration (M.B.A) - Finance
University of Scranton
08.2014 - 07.2015
Bachelor's Degree, Business Administration (B.B.A.) - Finance
University of Tennessee at Martin
08.2010 - 08.2014
Skills
- Portfolio Management
- Data Analysis
- Investment Analysis
- Investment Operations
- Strategic Asset Allocation
- Investment Due Diligence
- Performance measurement
- Benchmarking & Performance Evaluation (eg, IRR, Sharpe, Hurdle Rates)
- Investment Governance & Reporting
Timeline
Manager, Investment Portfolio Management
King Faisal Specialist & Hospital & Research Center
01.2021 - 08.2025
Specialist, Investment Portfolio Management
King Faisal Specialist & Hospital & Research Center
02.2018 - 01.2021
Accounting Analyst
King Faisal Specialist & Hospital &Research Center
03.2016 - 01.2018
External Auditor
Ernst & Young
10.2015 - 03.2016
Master of Business Administration (M.B.A) - Finance
University of Scranton
08.2014 - 07.2015
Bachelor's Degree, Business Administration (B.B.A.) - Finance
University of Tennessee at Martin
08.2010 - 08.2014
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