Hany Abu Yousef
Portfolio Manager at United Bank- Claim this Profile
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Bio
Experience
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United Bank
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United States
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Banking
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200 - 300 Employee
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Portfolio Manager
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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.
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financial control
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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.
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