Experience

Derayah Financial

• Saudi Arabia
• Financial Services
• 100 - 200 Employee

• Head of Capital Markets

  • Aug 2016 - Present

  Heading the Capital Market Division with following core responsibilities - Developing Asset allocation Strategies for Equity and Money Market Funds. - Managing all strategies for Local & Regional DPMs. - Generating business development ideas through existing and new products. - Team Development Heading the Capital Market Division with following core responsibilities - Developing Asset allocation Strategies for Equity and Money Market Funds. - Managing all strategies for Local & Regional DPMs. - Generating business development ideas through existing and new products. - Team Development



SAB Invest

• Saudi Arabia
• Financial Services
• 100 - 200 Employee

• Head of Discretionary Portfolios (DPMs)

  • Jul 2014 - Jul 2016

  Currently working as a Head of DPMs and managing over 1 billion SAR Portfolios of HNW and institutional clients. - Developing investment strategies for Equity,Fixed Income & Multi-Asset Portfolios. - Actively involved in raising assets for the department. - Introduced new (Equity & Fixed Income) products. - Exploring new investment opportunities to enhance the Risk Adjusted return for client portfolios. - Portfolios under management have consistently outperformed the… Show more Currently working as a Head of DPMs and managing over 1 billion SAR Portfolios of HNW and institutional clients. - Developing investment strategies for Equity,Fixed Income & Multi-Asset Portfolios. - Actively involved in raising assets for the department. - Introduced new (Equity & Fixed Income) products. - Exploring new investment opportunities to enhance the Risk Adjusted return for client portfolios. - Portfolios under management have consistently outperformed the benchmark over last three years. - Conducting due diligence of new investment products before including them in portfolio. - Conducting inhouse trainings for the newly hired staff. - Actively involved in developing the policies and reporting structure of the DPM Unit.

• Senior Portfolio Manager

  • Sep 2013 - Jun 2014

  Worked as Senior Fund Manager in Saudi Hollandi Capital. My responsibilities includes the following Portfolio Management •Managing local and international equity portfolios for HNW individuals and institutional clients. •Successfully managing the multi asset portfolios (which include Equities, Bonds, Sukuks. Trade & commodity finance products, Plain and Structured Deposits). •Developing the Asset allocation Strategy for Equities & Fixed Income portfolios. (e.g Strategy… Show more Worked as Senior Fund Manager in Saudi Hollandi Capital. My responsibilities includes the following Portfolio Management •Managing local and international equity portfolios for HNW individuals and institutional clients. •Successfully managing the multi asset portfolios (which include Equities, Bonds, Sukuks. Trade & commodity finance products, Plain and Structured Deposits). •Developing the Asset allocation Strategy for Equities & Fixed Income portfolios. (e.g Strategy based on multi factor model) •Monitoring the Daily Valuation of portfolios under Management. •Meeting with company management to discuss latest developments. •Performing the Attribution and Risk Analysis for different portfolios. •Assisting in developing the structured products for clients. Product Development & Strategy. •Developed In-House Allocation Models to achieve the Target Returns with the minimum possible Risk. •Worked with Head of Dept to devise the fixed income Strategy by considering the current global economic environment. •Conducted study on global diversification to enhance Risk adjusted returns of portfolios. •I have been actively maintaining Business Relations across the region to explore New Investment Opportunities.

• Portfolio Manager

  • Sep 2010 - Sep 2013

  Worked as Portfolio manager with following responsibilities. - Managing Saudi Equity Portfolios for HNW clients. - Issuing inhouse research notes on different sectors/companies under coverage. - Preparing investment proposals for new clients . - Preparing presentations for investment committee. Previous to that role i have also worked as Senior Research Analyst/Asst Portfolio Manager with below mentioned responsibilities. -Headed the Research Desk (which… Show more Worked as Portfolio manager with following responsibilities. - Managing Saudi Equity Portfolios for HNW clients. - Issuing inhouse research notes on different sectors/companies under coverage. - Preparing investment proposals for new clients . - Preparing presentations for investment committee. Previous to that role i have also worked as Senior Research Analyst/Asst Portfolio Manager with below mentioned responsibilities. -Headed the Research Desk (which includes the research of Saudi & International markets). Have covered more than 75% of TASI’s capitalization through detailed business & Financial Models. -Gathering and analyzes company financial statements, industry, regulatory and economic information, and financial periodicals and newspapers. -Covering the Global economic and financial news and analyzing its impact on the different asset classes of investment. -Preparing the Business and Financial Models for different stocks and keeping them update according to the changes in business and economic environment. -Analyzing the commodity markets for its impact on the valuation of different stocks. -Recommending the investment and divestment timings to the fund managers. -Conducting the credit analysis for money market investments



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Consultant

  • Jun 2009 - Jan 2010

  Business and Financial Advisory •Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. •Determine the target prices of securities through different valuation models to facilitate investment and divestment decisions. •Evaluate and compare the relative quality of various securities in a given industry. •Performed the Risk Analysis of money and capital market products(Shares, Bonds,T-Bills,TFC’s… Show more Business and Financial Advisory •Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. •Determine the target prices of securities through different valuation models to facilitate investment and divestment decisions. •Evaluate and compare the relative quality of various securities in a given industry. •Performed the Risk Analysis of money and capital market products(Shares, Bonds,T-Bills,TFC’s ). •Devised investment criteria and performance evaluation mechanism for Mutual Funds considering Fund cost, historical alphas, risk measures (sharp ratio, standard deviation, duration & beta) and management qualification. •Ascertain the quality of decision making of the portfolio manager through detailed evaluation procedures. •Ascertain and evaluate material information affecting investment programs like; price, yield, stability, future trends in investment risks, and economic influences. •Worked on Company valuations using different valuations Models e.g DCF

• Senior Auditor

  • Dec 2006 - Jun 2009

  Ernst & Young, Lahore Office During my tenure with in the Audit department, I worked at different levels ranging from Associate to Senior. I had the opportunity of gaining experience by way of providing the following nature of services to our valued multinational, local listed and private organizations:  Conducted statutory audit and assurance assignments in accordance with the requirements of Firm’s Global Audit Methodology and various pronouncements (including IFRS and ISA)… Show more Ernst & Young, Lahore Office During my tenure with in the Audit department, I worked at different levels ranging from Associate to Senior. I had the opportunity of gaining experience by way of providing the following nature of services to our valued multinational, local listed and private organizations:  Conducted statutory audit and assurance assignments in accordance with the requirements of Firm’s Global Audit Methodology and various pronouncements (including IFRS and ISA) and directives issued by national and international regulatory bodies, which included planning, organizing, controlling, and reviewing the entire job.  Prepared stand alone and group consolidated Financial Statements.  Preparation of management letters to the clients highlighting weaknesses in controls environment  Review of work performed by Associates.  Reporting to assurance engagement Partner and Senior Managers.  Internal audits, evaluation of internal controls and suggesting recommendations for improvement. International Experience I was also seconded to Ernst & Young, Jeddah & Riyadh in 2008 & 2010 respectively. I fully utilized this opportunity for gaining experience in a multicultural and proficient environment and was involved in the full scope audits and reviews During my stay with Ernst & Young I have covered many clients in following industries. 1) Banking and Financial Sector. 2) Oil & Gas Sector. 3) Textile 4) Manufacturing.



Center of Financial Excellence & NCBAE

• Pakistan

• Visiting Faculty Member

  • Jul 2006 - Dec 2006

  Worked as a visiting faculty member at CFE. My main responsibilities were; 1) To take lectures of different CAT and ACCA subjects. 2) To devise the study plan for the whole session. 3) To prepare and deliver presentations on different topics. Worked as a visiting faculty member at CFE. My main responsibilities were; 1) To take lectures of different CAT and ACCA subjects. 2) To devise the study plan for the whole session. 3) To prepare and deliver presentations on different topics.