Experience

United Bank

• United States
• Banking
• 200 - 300 Employee

• Portfolio Manager

  • Apr 2003 - Present

   Managing Bank’s and high net worth client’s trading portfolios.  Providing financial planning and investment management services while operating in compliance with all regulatory requirements and internal procedures.  Working closely with investment analysis to prepare prospects and clients reports to include performance monitoring reports and portfolio designs consistent with stated investment objectives.  Monitoring stocks trends, fundamental and technical… Show more  Managing Bank’s and high net worth client’s trading portfolios.  Providing financial planning and investment management services while operating in compliance with all regulatory requirements and internal procedures.  Working closely with investment analysis to prepare prospects and clients reports to include performance monitoring reports and portfolio designs consistent with stated investment objectives.  Monitoring stocks trends, fundamental and technical analysis.  Tracking stocks research reports and news performed by reputable organizations.  Executing trades in an accurate and professional manner.  Handling relationship management with all brokerage firms.  Monitoring offshore markets that may impact our local market directly.  Following up duties executed by back office in case of any problems arising from paperwork of a customer.

• financial control

  • 2004 - 2005

   Handling all long and short term investments along with its revaluations reports, financial operations and correspondents.  Preparing Bank's performance report on daily and weekly basis  Preparing Central Bank Reports such as (Liquidity, Reserve, Currency Position,, Inter Bank and Free market).  Bank Accounts reconciliation.  Preparing financial reports for the use of the management and external institutions.