Turki Abdulaziz Al-Oqalaa
Riyadh
Summary
Detail-oriented and results-driven investment performance analyst with experience in performance measurement and data analysis. Adept at analyzing investment portfolios and providing insights to optimize returns, improve decision-making, and support senior stakeholders. Skilled in performance calculation, benchmarking, and reporting. known for strong communication skills, the ability to collaborate effectively across teams
Overview
3
3
years of professional experience
Work History
Analyst
SNB Capital
11.2022 - Current
Middle office-
- Responsible for calculating and reporting performance across all investment portfolios, ensuring the accurate measurement of returns, risk, and performance metrics.
- Design and deliver customized performance reports tailored to client needs, providing clear and actionable insights for portfolio managers and stakeholders.
- Coordinate between Operations and Asset management teams to ensure
timely and efficient onboarding of new clients - Providing funds and DPMs factsheets.
- Preparing monthly client reports.
- Preparing quarterly regulatory reports.
- Setting up and mapping new clients.
- Publishing Mutual Funds/REITs announcements .
Cooperative Training
SNB Capital
06.2022 - 11.2022
Middle office-
- Reporting,
- Publishing prices,
- Engaged in CMA reporting.
Education
Bachelor Degree in Finance And Investment -
Imam Mohammed Bin Saud University
Riyadh11.2022
Skills
- Performance Measurement
- Benchmarking
- Statistic analysis
- Collaboration & Communication
- MS Office
Professional Development
- Goldman Sachs Asset Management – Operational Excellence Workshop
- IFSAH Certificate
Languages
- Arabic- Native Language
- English- Fluent
Intrests
- Financial Markets & Investment Strategies
- Data Analysis & Financial Modeling
- Technology & Innovation in Finance
Timeline
Analyst
SNB Capital
11.2022 - Current
Cooperative Training
SNB Capital
06.2022 - 11.2022
Bachelor Degree in Finance And Investment -
Imam Mohammed Bin Saud University
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