Investment Director

• Nov 2022 - Present

Investment Associate

• Jan 2019 - Oct 2022

Financial Analyst

• Nov 2016 - Dec 2018

• Consolidate and analyze financial data (budgets, income statement forecasts etc.) taking into account company’s goals and financial standing.• Assemble and summarize data to structure sophisticated reports on the financial status and risks.• Conduct business studies in the past, future and comparative performance and develop forecast models.• Analyze current and past trends in key performance indicators including all areas of revenue, the cost of sales, expenses, capital expenditures and non-financial key performance indicators.• Track and determine financial status by analyzing actual results in comparison with forecasts.• Reconcile transactions by comparing and correcting data.• Consult with management to guide and influence long-term and strategic decision making within the broadest scope.• Drive process improvement and policy development initiatives that impact the function.• Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools.• Consolidate quarterly and monthly financial reports.• Prepare cash flow and annual budget models, monitor debt refinances, develop profitability analysis and cash projections. Show less

Head of Strategic Development

• Sep 2021 - Present

Wealth Manager

• Aug 2016 - Nov 2016

• Utilized technical and fundamental analysis to establish trading positions. • Traded client accounts using multiple trading platforms including TWS (IB), MT4, AX1 and TOS. • Educated investors on FOREX market intricacies and informed about risk and reward potential • Analyzed multiple strategic risk assessment strategies to maximize portfolio performance and minimize downside exposure. • Understanding of a wide range of investment vehicles, including equities, structured products, foreign exchanges, and derivatives. • Closely examined equities and currency markets, evaluating trends and assessing data to find investment opportunities. Made suggestions to senior staff based on the information. • Present and deliver premium solutions and investment decisions tailored to client's best interest and investment objectives, by utilizing a wide spectrum of investments products such as structured notes, Insurance provisions, fixed income products, Offshore investments, Portfolio Bonds. Show less

Freelance Trading and Analysis

• Apr 2016 - Jul 2016

• Built complex discounted cash flow models to produce potential valuations of companies in the US Markets. • Prepared research reports and presented investment recommendations to portfolio managers. • Conducted financial statement and earnings quality analysis. • Skillfully utilized the FCFF model, and Multiples approach to accurately estimate a one-year price target for a biotechnology company. • Conducted all fundamental research including financial, statistical and economic modeling. Show less

Accounts and Finance Executive

• Oct 2015 - Apr 2016

• Created accounting system that involved all the segments of accounting and financial management. • International Accounting Standards Proficiency. • Managed accounts and finance department that involved dealing with payables, receivables, payroll, budgeting and financial projections. • Performed financial modelling on key company data. • Analysis of receivables and preparing reports to discuss with sales department. • Preparation of the financial statement of the company on annual and semiannual basis. • Responsible for reconciliation of all the financial statements and confirming with the headquarters in Berlin. • Worked on Microsoft excel, Xero, Peach-Tree, QuickBooks and Oracle Financials software to manage all the company accounts. • Participated in all operational activities especially related to maintaining spreadsheets and extracting key information for future projections. Show less

Equity Research Analyst

• Mar 2013 - Apr 2015

• Developed trading strategy, managed currency positions using technical/ fundamental analysis. • Analyzed and compiled major corporate news, earnings, economic data, and all relevant Street research prior to the market open • Developed numerous forecasting models to examine company’s projected short- and long-term growth based on key indicators, sales projections, cash flow analysis, valuation, assets, liabilities, and credit risks. • Analyze both buy-side and sell-side securities. • Use computer programs and tools including Word, Excel. • Adapt one’s analysis to specified formats, templates. • Maintain a large list of independent sources/ contacts for information. Show less

Accountant

• Jan 2014 - Feb 2015

• Examine statements to ensure accuracy • Ensure that statements and records comply with laws and regulations • Inspect account books and accounting systems to keep up to date. • Organize and maintain financial records. • Improve businesses efficiency where money is concerned. • Examine statements to ensure accuracy • Ensure that statements and records comply with laws and regulations • Inspect account books and accounting systems to keep up to date. • Organize and maintain financial records. • Improve businesses efficiency where money is concerned.