Mohamed Helmi

Experience

• 

  Qatar National Bank Al-Ahli

  Aug 2014 - Sept 2014

  Intern

  Analysing Risk Report and Financial StatementsPreforming Analysis on Financial statements

• 

  Qatar National Bank Group

  Aug 2014 - Sept 2014

  Internship

  - Summer Intern with QNB- Corporate Risk Management Department- Analysis of financial data and spreadsheets

• 

  QInvest LLC

  Oct 2015 - Dec 2019

  - Working alongside Deal team in managing principal investment deals in the bank’s portfolio across the Real Estate, Credit and Private Equity/Strategic Investment asset class- Managing financing facilities in terms of maturity, repayment and compliance with financial covenants- Managing Bank’s LP positions in various Private Equity funds internationally in terms of portfolio assessment, funding commitments, tracking performance and progression of Net Asset Value and assessing fund and underlying portfolio company’s performance- Managing the Real Estate division's positions in various Real Estate transactions which require ongoing management and monitoring of the Asset whether an existing asset or a new development- Notifying management of Any Red Flags in terms of breaches, risks and under-performance- Analyzing credit metrics, financial & operational KPIs to assess the strength/weakness of the investment. Performing pro-forma calculations to test financial covenants to ensure compliance- Reviewing Budget and Business plans and tracking ongoing performance against plan Show less

  • Portfolio Management Analyst- Investment Banking & Real Estate

    Jun 2016 - Dec 2019

  • Intern

    Oct 2015 - Jun 2016
• 

  Qatar Islamic Bank (QIB)

  Dec 2019 - now

  Relationship Manager - Real Estate, Project Finance and General Coverage

  Managing Debt Financing Transactions and client accounts in the bank’s portfolio across the Real Estate, Project Finance, Contracting and HNWI space- Preparing Credit Investment Memos with recommendations for Prospective and Existing clients for the Credit Investment Committee for Approval and Execution- Managing financing facilities and working with several support functions in the bank to ensure effective oversite of the accounts and assets- Ensure that credit investments are diligently and effectively monitored and managed on an ongoing basis in accordance with management requirements- Ongoing communication with clients to manage ad-hoc requests and general account oversight- Ongoing credit analysis and periodic reviews of existing clients and their exposures- Performing key analysis on Balance sheet, Income statement and Cashflow statements as well as projections of fundamentals- Analysing credit metrics, financial & operational KPIs to assess the strength/weakness of the investment. Performing pro-forma calculations to test financial covenants of obligor to ensure compliance- Reviewing Budget and Business plans of Obligors and portfolio companies and tracking ongoing performance against plan Show less