Mohammed A.
Senior Research Analyst at Wealth-X- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Arabic Native or bilingual proficiency
-
English Full professional proficiency
Topline Score
Bio
Credentials
-
Six Sigma White Belt Certification of Achievement
Aveta Business InstituteJul, 2013- Nov, 2024
Experience
-
Wealth-X
-
United States
-
Information Services
-
1 - 100 Employee
-
Senior Research Analyst
-
Jun 2017 - Present
Wealth-X is a global financial intelligence firm, provides its members with qualified prospects and intelligence on Ultra High Net Worth (UHNW) individuals for clients in the financial services, luxury, not-for-profit and education sectors. 1. Conduct secondary research, including collecting and analysing data from various public domain sources2. Fact-checking and verification of data gathered construct the information into a cohesive dossier3. Forming analysis and valuations on UHNWs and VHNWs and their wide range of assets (businesses, assets, securities, real estate, intellectual property, sport teams, and art collections)4. Provide consultation and feedback to Research Analysts on research process, content and valuations5. Build capability, support training, and growth for Research Analysts6. Support the research operations management by providing reviews and recommendations on new employee(s)7. Provide input and assistance to Quality & Assurance and Optimization & Development departments8. Conduct due diligence research and background check (risk monitoring and compliance re-verification process)9. Participate in projects with other departments, such as developing the KPI of the Research Department and building map on the Ultra wealth in the MENA region for Citi Bank10. Identify useful tools, sources and techniques that will improve the research11. Effectively communicating with Account Managers and Senior Managers on client inquiries
-
-
Research Analyst
-
Oct 2014 - May 2017
Wealth-X is a global financial intelligence firm, provides its members with qualified prospects and intelligence on Ultra High Net Worth (UHNW) individuals for clients in the financial services, luxury, not-for-profit and education sectors. 1. Conduct secondary research, including collecting and analyzing data from various public domain sources2. Fact-checking and verification of data gathered construct the information into a cohesive dossier3. Forming analysis on global UHNW individuals and their financial background using valuation methods4. Attention to details, speed, precision, and editorial capability5. Assist in training, supervising, and guiding under new hire(s)6. Valuate prospects’ assets and companies7. Search, process, and analyze financial statements and annual reports8. Conduct due diligence on individuals as requested by clients9. Daily use of Factset terminal, ZAWYA, and Lexis Nexis; among others10. Translate financial information from Arabic to English12. Provide support to other departments within the company13. Conduct editorial work on completed dossiers
-
-
-
Scicom MSC Berhad
-
Malaysia
-
Outsourcing and Offshoring Consulting
-
700 & Above Employee
-
Executive Customer Service - AirAsia X
-
Nov 2013 - Sep 2014
1. Handle calls professionally to provide a high level of service2. Keep records of customers interactions and transactions3. Record details of inquiries, complaints, and comments, as well as actions taken4. Process orders, forms and applications5. Follow up to ensure that appropriate actions were taken on customers' requests6. Refer unresolved customer grievances or special requests to designated departments for further investigation 1. Handle calls professionally to provide a high level of service2. Keep records of customers interactions and transactions3. Record details of inquiries, complaints, and comments, as well as actions taken4. Process orders, forms and applications5. Follow up to ensure that appropriate actions were taken on customers' requests6. Refer unresolved customer grievances or special requests to designated departments for further investigation
-
-
-
Fleming
-
Slovakia
-
Events Services
-
500 - 600 Employee
-
International Sales Executive (Internship)
-
Jun 2013 - Jun 2013
Served as a Member of a team that handled the sale operation of the 2nd Annual Forum of Human Capital Innovation in Oil, Gas and Petrochemical Industry. Served as a Member of a team that handled the sale operation of the 2nd Annual Forum of Human Capital Innovation in Oil, Gas and Petrochemical Industry.
-
-
Education
-
2009 - 2012
University of East London
Bachelor of Arts (HONS), Business Studies
Community
