An ambitious assistant Investment Manager with three years of experience securing and growing portfolios & mutual funds investments. Proven expertise in financial analysis, assets allocation, credit sourcing, debt & money market instrument, negotiating, nurturing and closing high-value investment opportunities.
Overview
4
4
years of professional experience
1
1
Certification
Work history
Assistant Fund Manager-Asset Management Department
Alistithmar for Financial Securities and Brokerage
RIYADH, Saudi Arabia
2022.09 - Current
Managing the Money Market/Fixed Income mandates (Mutual Funds and DPMs).
Debt Analysis and Selection.
Assist the investment committee with analysis of the developments in global economy, monetary policy (FED, ECB, and SAMA), and its impact on interest rates and inflation.
Generate trade ideas for the wide range of portfolios under management that include unconstraint portfolios, investment grade portfolios as well as multi-asset strategies.
Meeting the prospective clients representing the asset management team, prepare and present investment proposal.
Money Market Assistant Officer - AMD
Alistithmar for Financial Securities and Brokerage
Riyadh, Saudi Arabia
2020.02 - 2022.09
Looking for investment opportunities
Analyzing the investment opportunities
Preparing investment proposal
Cash flow management
Developing Money market & Fixed Income products
Preparing Investment reports
Risk assessments
Credit Analysis
CO-OP Trainee - Treasury, Budgeting & Planning
STC Specialized
Riyadh, Saudi Arabia
2019.09 - 2019.12
Analyzing requirements and test planning
Evaluating projects
Budget monitoring & Control
Cash Flow management
Payment Management.
Education
Bachelor - Finance
King Saud University
Riyadh, Riyadh Region
2017
Skills
Financial analysis
Negotiation & Persuasion
Credit Risk Analysis
Investment principles
Portfolio Management
Mutual funds Management
Market research
Due diligence processes
Asset allocation
Business development
Investment strategies
Bloomberg Professional
Certification
Bloomberg Market Concept
Security Rules and Regulations (CME1)
Certificate in wealth & investment management
Credit risk Analysis professional certificate
Timeline
Assistant Fund Manager-Asset Management Department
Alistithmar for Financial Securities and Brokerage
2022.09 - Current
Money Market Assistant Officer - AMD
Alistithmar for Financial Securities and Brokerage
Liquidity Management Specialists at Treasury Department - National Water Company (NWC)Liquidity Management Specialists at Treasury Department - National Water Company (NWC)
<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC