Sales Trader

• ‏مارس 2022 - - الحالي

FX Trader

• ‏سبتمبر 2021 - ‏ديسمبر 2021

• Effectively maintained various risk positions and managed within position limits, providing liquidity and trade ideas to clients while trading within set limits to help the trading team achieve a given revenue target.• Ensured correct ticket entry and order routing, maintained communication with sales desk and assists in resolving any settlement problems, ensured ticket entry completion, and provided general trading activity support, as necessary.• Provided consistent pricing and market making to sales force and target clients.• Monitored all daily electronic trading activity and determined where certain trades should be routed for execution, reviewed all activity for accuracy of account information.• Executed firm and customers' trades in accordance with desk designation and contributed to the formulation of trading strategies.• Ensured all trades are booked to front office position keeping system on the day they are executed.• Reconciled daily and/or monthly reports, as assigned.

Equity Analyst

• ‏أكتوبر 2020 - ‏سبتمبر 2021

-Lead team of 5 for multiple investment proposals related to Biotechnologies and Fintech.-Supported portfolio construction and suggested adjustments according to risk management policies.-Conducted valuation, scenario, sensibility analysis & forecasts with Bloomberg.-Extrapolated data with Bloomberg and STATA for technical analysis and elaborated interactive spreadsheets to identify trends using VLookups in Excel to improve readability and ability to track changes.-Developed communication skills by presenting financial reports to Senior Fund Management and board of directors.-Coordinated improvements to team efficiency by integrating virtual dashboards and by introducing interactive spreadsheets.

Global Fintech Introducer

• ‏أكتوبر 2020 - ‏أبريل 2021

• Maintained daily the highest level of customer service in a competitive and high-stress market while multi-tasking daily operations and meeting company revenue goals.• Responsible for referring customers to investment and mortgage service specialists.• Evaluated the clients’ financial needs and recommend products to meet their needs.• Processed and closing home equity loan, auto loan, and personal loans application.• Reported to the branch manager, responsible for driving revenue through direct sales of personal accounts, loan, and lines of credit.• Met with clients on a regular basis to assess their financial needs and growth opportunities.• Provided the clients with tools, information, and benefits to assist them in attaining their financial goals.

Trainee Financial Adviser Intern

• ‏مارس 2020 - ‏أغسطس 2020

• Consulted with clients to ensure we were meeting their needs.• Placed sell trades for clients who were in individual retirement accounts.• Made clients aware of the taxable implications and had to ask clients how much taxes they wanted to be withheld if any.• Participated in the investment evaluation procedures with VIP clients, initiated corporation evaluation reports.• Trained to handle cash receipts, bank settlements, bank reconciliations, and ratio & debt covenant analysis. • Consulted with clients to ensure we were meeting their needs.• Placed sell trades for clients who were in individual retirement accounts.• Made clients aware of the taxable implications and had to ask clients how much taxes they wanted to be withheld if any.• Participated in the investment evaluation procedures with VIP clients, initiated corporation evaluation reports.• Trained to handle cash receipts, bank settlements, bank reconciliations, and ratio & debt covenant analysis.