Khalid Karam

Experience

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  Ministry of Education

  Jan 1997 - Jan 2004

  Head Teacher

  - Commercial subjects teacher (1997-2000).- Head of Commercial Materials Department (2000-2004).

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  KMEFIC

  Jan 2004 - Jan 2006

  Trading Manager | Online Trading Department

  - Establish and maintain a professional relationship with clients. Dealing with people at all levels.- Maintain client’s account file management and produce accurate and timely documentation for reporting purposes.- Respond to Kuwait Stock Exchange, Central Bank, Custodian and Auditors requests relating to transaction history and liaise with other Departments to obtain the required information in a timely and efficient manner.- Liaise with Settlement and Accounts to authorize changes to client details in client’s portfolio to ensure the client’s stocks on the system are correct and the transactions in the portfolio are reconciled daily- Keep clients and any third parties (related to portfolios) in connection via letters, fax, and electronic messaging.- Compile monthly, quarterly and end of financial year “Portfolio Reports” for clients, or their representatives comprising reports within the specified deadlines such as purchases & sales report, shares additions and withdrawals, cash report, dividends received, and subscriptions made in any fund.- Periodic reconciliation of securities, cash positions, reports & schedules to tight deadlines.- Maintain the highest and most efficient customer service standards. Show less

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  Aldar Asset Management Company

  Jan 2006 - Jan 2007

  Fund Manager | Asset Management

  - Managing Al-DAR Equity Fund, with total assets management of $ 60 million.- Managing Fund of Fund, with total assets management of $ 45 million.- Presenting ADAM in Kuwait central bank & Ministry of commercial meeting. - Prepare the investment policy and asset allocation for Fund of Fund & Al-Dar Equity Fund, in line with the asset allocation model, and ensure that all investments are undertaken in accordance with the regulatory requirements.- Set all the listing requirements of Kuwait stock exchange market. Show less

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  Al Imtiaz Investment Group (K.S.C.P.)

  Jan 2007 - Jan 2008

  Portfolio Manager | Local & GCC Trading Department

  - Managing Private Client's Portfolio in Kuwait Stock Market, with total assets management $ 35 million.- Set all the listing requirements of Kuwait stock exchange market.- Setting up the infrastructure for Local & GCC Trading Department.- Comply with regulatory investment policy guidelines and authorizations.- Vetting all system reports including the numbers generated in clients statements.- Responsible for building AM team and recruiting portfolio and fund managers.

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  Al-Rouyah Investment & Leasing Company

  Jan 2008 - Jan 2010

  Fund Portfolio Manager | Asset Management Department

  - Managing The Company Portfolio, with total assets management of more than $ 20 million.- Managing Client's Portfolio in Kuwait Stock Market & GCC Markets.- Market Maker for Hayat Communications ( Listed in Kuwait Stock Market ).- Responsible for building Asset Management (AM) infrastructure.

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  Bait Al-Mal Al-Khaleeji ( BMK )

  Jan 2010 - Jan 2016

  Equity Fund Manager | Asset Management Department

  - Managing BMK Equity Fund, with total assets management of more than $ 70 million. - Managing Private Equity Fund, In GCC Markets.- Managing IPO Fund.- Managing The company Portfolio In Saudi Stock Market.- Develop and execute long term as well as tactical investment strategies. - Prepared two public funds, and one Private Equity Fund documentation for CMA licensing.- Prepared all the required documents for licensing Equity Fund and IPO Fund.- Developing asset allocation and portfolio optimization models among various classes of assets.- Supporting Wealth Management department to attract new clients and fund raising.- Coordinate and meet with CMA for all asset management products.- Support the Marketing and Sales department in educating junior members on our products and services and risk and return concepts. Show less

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  Coast Investment & Development Company

  Jan 2017 - Jan 2020

  Assistant Vice President | Asset Managements

  - Directly responsible for trading the company's portfolio on the Boursa Kuwait.- Preparation all sets & documents for CMA to establish equity fund with new ideas.- Execute trades in accordance with firm policy and according to all regulatory rules & procedures. - Set up & implement the investment strategy.- Analyze prospective client portfolios & identify gaps & opportunities.- Work with the planning team to determine the appropriate asset allocation for clients. - Utilizing technical & fundamental analysis to establish trading positions.- Educate the sales force & equity dealers through internal training & seminars.- Support Coast investment fund by developing asset allocation & portfolio optimization models among various classes of asset. Show less

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  AL-Raya AL-Mutamayeza Holding Company

  Jan 2020 - Jan 2023

  Portfolio Manager

  - Directly responsible for trading the company's portfolio on the US markets. - Managing the investment portfolio of subsidiaries in the US market.- Choosing & Picking an opportunities in Boursa Kuwait & Saudi stock market (Tadawul).- Direct responsibility for managing investment opportunities related to financial technology (FinTech).

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  Confidential @KhalidTrader

  Mar 2023 - now

  U.S. Equities & ETFs Trader at Family Office

  - Managing the funds of major shareholders in the US stock market.- As I am chartist trader, The responsible for executing trades and developing trading strategies, as well as utilizing technical analysis to analyzing market trends, monitoring market news, and keeping abreast of changes to market conditions to make informed decisions.- Enter and exit equity positions as efficiently as possible, as determined by both price and time to order fulfillment.- Actively "long/Short" trade (Stocks, ETFs), with differing strategies and styles.- Analyze market conditions, social & economic data, and financial information (where practicable) for both existing and prospective markets.- Apply fundamental analysis in evaluating potential holdings.- Apply technical analysis in determining entry and exit strategies, hedge overall portfolio risk and positions.- Maintain cash and rebalance accounts to target specifications.- Maintain comprehensive records of trades, positions, and performance metrics. Show less