Investment Manager

• Aug 2021 - Present

Portfolio Manager

• Aug 2016 - Jul 2021

Senior Investment Analyst

• Jan 2015 - Jun 2016

• Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications • keeping up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries; • Analysis of different equity markets, stocks and other investment opportunities. • Creating financial models and equity databases and writing valuation and equity research reports. • Fellow local and regional financial market news, trends, and updating our investment strategy. • Conducting financial researches about equity markets, economic indicators and investments trend. Show less

Senior Investment Analyst

• Jul 2009 - Jul 2011

• Created financial database about the companies’ earnings and valuations. • Performed detailed financial and valuation reports for different companies. • Assisted the management and acquired new clients to manage their portfolios. • Provided the clients with a daily news analysis and market trend update. • Created clients presentations to illustrate market trends and investment opportunities. • Created financial database about the companies’ earnings and valuations. • Performed detailed financial and valuation reports for different companies. • Assisted the management and acquired new clients to manage their portfolios. • Provided the clients with a daily news analysis and market trend update. • Created clients presentations to illustrate market trends and investment opportunities.

Portfolio Manager/ Senior Investment Analyst

• Jun 2007 - Jun 2009

• Established and created discretionary portfolio management department. • Managed and acquired high net worth individual clients with assets of $75mn. • Opened and managed the relationships with seven different regional brokers. • Reported and updated the clients about their portfolios performance. • Established and created discretionary portfolio management department. • Managed and acquired high net worth individual clients with assets of $75mn. • Opened and managed the relationships with seven different regional brokers. • Reported and updated the clients about their portfolios performance.

Senior Investment Analyst

• Jun 2005 - Jun 2007

• Research industry trends, analyse companies financials, build detailed earnings models, assess valuations, monitor news flow, make buy/sell recommendations; • Provided investment research support to the brokerage and asset managers; • Created client presentations to illustrate investment opportunities and market trends. • Research industry trends, analyse companies financials, build detailed earnings models, assess valuations, monitor news flow, make buy/sell recommendations; • Provided investment research support to the brokerage and asset managers; • Created client presentations to illustrate investment opportunities and market trends.

Senior Credit Officer

• Aug 2000 - Jan 2005

• Managed a credit portfolio of “Loans and Facilities” of USD250mn; • Participated in establishing SMEs financing department; • Advised clients on their commercial and personal financial needs; • Analyzed and collected data about the bank’s potential and existing clients. • Managed a credit portfolio of “Loans and Facilities” of USD250mn; • Participated in establishing SMEs financing department; • Advised clients on their commercial and personal financial needs; • Analyzed and collected data about the bank’s potential and existing clients.