Waleed Alqahtani
Riyadh,Saudi Arabia
Summary
Detail-oriented professional with expertise in investment analysis, financial modelling, and research. Proficient in utilising Bloomberg Terminal and Microsoft Office to deliver accurate financial insights and solutions. Recognised for strong soft skills, adaptability, and a proven ability to learn quickly in dynamic environments. Committed to leveraging analytical capabilities to drive informed decision-making and contribute to organisational success.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work history
Senior Investment Specialist
General Organization for Social Insurance (GOSI) - Asset and Liabilities Management
03.2024 - 08.2025
- Established the Asset and Liabilities Management Department: Developed framework, policies, and reporting structures
- Monitored and analyzed the performance of the pension’s assets under management
- Conducted equity research on local holdings and presented recommendations to GOSI’s internal board representatives
- Supported international investment and real estate portfolio management
Investment Analyst Intern
National Bank of Kuwait - Wealth Management
06.2022 - 04.2023
- Conducted in-depth fundamental analysis of over 15 publicly traded companies: Evaluated business models, competitive advantages, industry dynamics, competitive landscape, and performed valuation analyses
- Valuation analyses covered include Discounted Cash Flows valuation (DCF), relative valuation, sum of the parts (SOTP)
- Focused research and analysis on companies within the real estate, retail, and industrial sectors
Equity Researcher
CFA Research Challenge MENA Champion
10.2021 - 04.2022
- Conducted comprehensive equity research on a listed company "SADAFCO"
- Presented Our recommendation to certified panel of judges
- Engaged with many experts in the financial industry
Education
Bachelor of Science - Finance
King Fahd University of Petroleum and Minerals
08.2018 - 01.2024
Skills
- Microsoft Office
- Soft Skills
- Research
- Fast Learner
- Investment analysis
- Financial modelling
- Bloomberg Terminal
Certification
- CFA Level II; Level III Candidate
- Listed in the Dean’s Honor List for Distinct Academic Performers twice - KFUPM Business school
- Four Consecutive Semester Honor Distinctions in Academic Performance - KFUPM
LANGUAGES
Arabic
Native
English
Fluent
References
References available upon request.
Timeline
Senior Investment Specialist
General Organization for Social Insurance (GOSI) - Asset and Liabilities Management
03.2024 - 08.2025
Investment Analyst Intern
National Bank of Kuwait - Wealth Management
06.2022 - 04.2023
Equity Researcher
CFA Research Challenge MENA Champion
10.2021 - 04.2022
Bachelor of Science - Finance
King Fahd University of Petroleum and Minerals
08.2018 - 01.2024
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