Ayman Ebied, CMA, CFA

Experience

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  Pioneers Securities

  May 2005 - Oct 2010

  Account Manager

  My role in a stockbroker job is to manage the financial portfolio of my client; so this could be an individual or a company. On the advice of investment analyst, I discuss with my client which shares to buy or sell to get them the best return on their money.• Manage the financial portfolios to companies or individuals. • Handling the transactions (buying and selling) for clients to earn the best return.

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  Al Tewfik Brokerage Company

  Oct 2010 - Jul 2015

  Relationship Manager

  • Manage and enhance the existing portfolios and solicit acceptable new relationships in order to meet the pre-set financial non-financial objectives.• Manage the existing portfolios to ensure establishment of appropriate account plans, recommend credit facilities in line with company credit policy to maximize earnings while containing risks to an acceptable levels.• Develop and maintain strong working relations with all existing clients at key levels to optimize the utilization of approved facilities.• Providing investment advice and recommendations.• Monitoring Egypt and foreign stock market performance.• Interpreting financial reports,• Administering and evaluating clients' investment holdings.• Persuading clients to buy or sell. Show less

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  House Of Consultancy

  Aug 2015 - Sept 2016

  Stock Market Expert

  • Providing economic advice and recommendations.• Monitoring and forecasting Egyptian and foreign economic performance.• Business analyst.• Financial modeling.• Undertaking relevant research and writing reports.

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  FinBi - Finance and Banking Consultants International

  Sept 2016 - Sept 2020

  • Conduct full comprehensive analysis (Economy, Industry, Firm, Financial and SWOT), in order to conclude the viability of new investments.• Prepare and validate financial models for various reasons (historical financial analysis, projection, valuation & investment appraisal).• Prepare analytical, performance and valuation reports in order to advice clients about historical performance and investment opportunities. • Prepare valuation, business plan & feasibility studies. • Coordinate with all transactions stakeholders to gather, analyze, summarize and prepare analytical reports along with recommendations.• Define the company’s short, medium and long term financing needs (Corporate & SMEs). • Determine the most suitable financial instruments that could be used and the financial institutions that could be approached in order to raise the finance which conforms to and matches company’s needs & conditions. • Approach financial institutions to raise the required finance. • Prepare and conduct necessary presentations to selected financial institutions to highlight the case major areas of strengths, opportunities and risks in addition to providing necessary clarifications as may be needed. • Supervising financial analysts. Show less

  • Investment and Financial Analyst

    May 2015 - Sept 2020

  • Investment and Financial Consultant

    Sept 2016 - Dec 2019
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  Baker Tilly Kuwait

  Sept 2020 - Apr 2023

  Manager, Investment Consulting Services