Sari Kilani
AVP Alternative Invesments at Alpha Capital at Alpha Capital- Claim this Profile
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Arabic -
Topline Score
Bio
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Credentials
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Cert. Wealth & Investment Managment (ICWIM) - CME-4
The Chartered Institute for Securities & Investment (The CISI)Dec, 2022- Sep, 2024 -
Next Generation program batch 2012, Canary Wharf, London
Barclays Wealth ManagementJun, 2012- Sep, 2024 -
CME 1 & 2
Capital Market Authority
Experience
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Alpha Capital
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Investment Management
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1 - 100 Employee
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AVP Alternative Invesments at Alpha Capital
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May 2023 - Present
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GIB Capital
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Saudi Arabia
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Investment Banking
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1 - 100 Employee
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Investment Manager
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Jun 2022 - May 2023
Alternative Investments Alternative Investments
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MASIC
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Saudi Arabia
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Investment Management
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1 - 100 Employee
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Investment Associate
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Sep 2021 - Aug 2022
Real Estate Development and Acquisitions VC Fund Deployment Private Equity Asset Managment Real Estate Development and Acquisitions VC Fund Deployment Private Equity Asset Managment
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Jadwa Investment
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Saudi Arabia
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Investment Management
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1 - 100 Employee
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Investment Analyst
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May 2018 - Nov 2020
Real Estate and Alternative Investments Real Estate and Alternative Investments
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Audi Capital
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Saudi Arabia
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Financial Services
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1 - 100 Employee
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Investment Analyst
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Jan 2014 - Dec 2015
• Constructed financial models and conducted share valuations on publicly listed companies traded on the TADAWUL all shares index using Bloomberg station to extract information and Excel to analyse data. This consisted of deep dive analysis on the company’s financials, structure, and management In charge of drafting monthly client performance financial reports using Excel and creating quarterly act sheets. Assisted the asset management team by being a point of contact to manage relationships between asset management and back office operations when reconciling clients discretionary portfolios. Supported senior supervisor to draft and optimise an investment fund prospectus/information memorandum to create a well-informed investor setup. Worked in and shadowed multiple departments, including Business and Private Banking, trading desk, Finance and accounting department. Operations Department • Worked as part of multiple core back office team by supporting front-end activities by working closely with front office (Asset Management and Private Banking) and back office to reflect clients’ operational requirements in our Core Banking System (Orion). o Reconciling monthly client portfolios for traded shares, confirming and aligning correctly with assets management. o Compiled and communicated weekly and monthly progress reports to the COO of the bank.\ o Opened accounts based on the KYC and AML regulatory policies • Worked alongside Senior operations officer to understand how FX, local and international security transfers are executed o Trade date, settlement date, fee calculations and payments. Show less
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Barclays Wealth Management
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United Kingdom
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Financial Services
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700 & Above Employee
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Next Generation Program - Canary Wharf
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Jun 2012 - Jul 2012
Participated alongside a highly selective group of individuals, where we explored the future of wealth management and private banking. Participated alongside a highly selective group of individuals, where we explored the future of wealth management and private banking.
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Education
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The University of Queensland
Masters of commerce, Applied Finance -
Massey University
Bachelor of Engineering (B.Eng.), Computer Systems Networking and Telecommunications engineering -
Palmerston North Boys' High School