Experience

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  Protiviti middle east member firm

  Sept 2016 - Nov 2016

  Intern

  o A member of the Corporate Finance team who established an M&A contact database.o Conducted a Feasibility Study and Market Research for a well established and reputed outsourcing company for its potential entry into four new business streams.o Researched Private Equity companies in the GCC requiring valuations for their current portfolios.

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  Mondial (dubai) llc

  Oct 2017 - Nov 2019

  Investment trainee

  o Creating dynamic financial models tailored to individual client’s risk appetite, and their strategic wealthobjectives, to help them analyze the performance of their investments in various asset classes. The modelsenable a sensitivity analysis of total portfolio returns, based on varying risk/return parameters.o Support in preparing Fact Sheets for clients for Structured Note investment products.o Attending meetings between the Mondial consultants and their Emirates Group management clients where their provident fund portfolio investments are reviewed to assess current performance and reallocation to various asset classes as per clients risk appetite.o Analyzing the financial performance of companies in different market sectors and of ETFs (includingleveraged ETFs). Show less

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  Century private wealth

  Dec 2019 - now

  Product manager

  o Creating Portfolios for HNW clients with optimal asset allocation based on the market outlook and their return expectations & risk profile that include equity/bonds/ETFs/structured products/alternative funds.o Designing various types of Structured Products based on clients’ customized investment needs, while negotiating their pricing directly with issuers as well as distributors.o Devising Option Derivative Strategies on stocks/indexes to take advantage of market opportunities.o Liaising with various private banks, custodians and platforms to execute client purchase/redemptioninstructions, negotiate pricing schedules and arranging credit facilities, while being the key point ofcontact between them and the end clients.o Providing monthly and weekly investment insights and product ideas to clients and sales team.o Monitoring and evaluating existing client portfolios for regular reviews and examining asset classexposures.o Arranging key tie-ups between CPW and direct structured product issuers. Show less