evfbbd@r.postjobfree.com │Doha, Qatar│ (M) +*** – ***42945

Objective: As a result oriented asset management professional, with proven abilities, I am seeking a position in an organization where I can utilize and develop my skills further and contribute significantly to the set goals.

Education

Candidate for CFA level 1

December 2010

Notre Dame University, Lebanon

Bachelor of Business Administration in Banking and Finance- August 2003

Professional Experience

Amwal Investment Bank, Doha, Qatar

Senior Associate/ Assistant Fund & Client Portfolio Manager, Asset Management January 2010- present

• Key responsibilities includes evaluating and investing in different types of asset classes (equities, fixed income, private equities),constructing financial models, and building a long-term viable asset management distribution platform that includes launching and managing funds.

• Primary responsibility includes a shared responsibility of generating revenue for the asset management department; managing the proprietary portfolio with team members that includes risk controlling measures and managing clients’ portfolios with total AUM of around QR 1 billion. (mainly invested in the GCC region)

• Managed Amwal’s direct investments by seeking new private equity investments and pre-IPOs opportunities.

• Closely involved in sector and competitor analysis, acquisition searches for portfolio companies, targeted company profiling & fundamental analysis. Sectors covered include real estate, power & utilities, banking, construction and basic materials.

• Integral part of the team that outperformed the Qatar Exchange index by 33% since inception in 2007 through active investment management for Amwal’s proprietary book and 21% for one of the managed accounts and verified by a third party (Ernst & Young) as of 2009.

• Managed jointly with the Managing Director of Asset Management, Amwal’s Equity Qatar Gate Fund (Classes Q&N) outperforming the Qatari Index in 2009 by 8.31% for tranche Q and 8.68% for tranche N and also till YTD July by 7.86% for tranche Q and 9.76% for tranche N.

• Currently managing the trading process flow within Amwal through liaising with external brokers and internal operations.

• Trained and supervised research analysts.

Associate, Asset Management June 2007 – December 2009

Financial Analyst, Asset Management July2006 – May 2007

Standard Chartered Bank, Doha, Qatar February 2006 – July 2006

MIS & Operational Risk Manager Wealth Management and Distribution

• Key responsibilities included coordinating, driving and directing effective compliance and operational risk management for Wealth Management & Shared Distribution.

• Primary responsibility was to implement controls within Wealth Management & Shared Distribution to meet all regulatory and internal requirements. This included Ensure proper functioning of day-to-day controls, periodic monitoring activities and timely resolution of risk issues, Recommend and implement actions and solutions to mitigate operational risks and enhance compliance within Wealth Management & Shared Distribution.

• First time in the history of SCB Qatar, initiated, planned and managed SCB’s participation in an IPO (Al–Rayyan Bank). Managed a team people, set all processes in place, and achieved set targets.

• Re-launched Priority Banking in Qatar. This included adding new products such as Multi-Asset Portfolio Tracker (MAP by Schroder), tie-ups with leading companies, marketing material, training of staff, setting budget and establishing comprehensive MIS to track progress

• Research, collate and transmit information on competition and SCB products to Head of Wealth Management through management of Business Intelligence Unit (BIU)

• Continuously developed business relationships with various companies that would have a direct impact on achieving SCB goals and help sustain long term growth. These relationships include tie-ups with local giants and multinational financial services companies e.g. Franklin Templeton, Western Union etc

• Launched various internal programs including CASA campaign, Global Sales Contest, Best Branch Managers Award to fuel growth that foster teamwork and development

• Updated Service Level Agreements to improve efficiency & compliance and compare business performance against them

• Liaised with Legal and Compliance on all product launches and marketing campaigns

Assistant Relationship Manager, Investments

& Operational Risk Representative, Wealth Management February 2004- January 2006

• Primary responsibility was to develop relationships with the High-Net worth-Individuals to assess risk, financial products and investment strategies to protect wealth and fuel portfolio growth

• Evaluate opportunities and sell investment vehicles including bonds, structured notes, high yield deposits, capital guaranteed notes, mutual funds, and fixed income products depending on clients’ financial status and risk tolerance

• Primary effort was on getting new to bank customers and cross selling all products and services with special emphasis on Investments and Priority Banking

• Facilitate and respond to audit issues including providing supporting documentation for both Qatar Central Bank and auditors

• Work with Wealth Management and Core CB division to drive internal awareness of financial products and generate investment business; interact with sales team to follow up on new business leads

• Developed and implemented tools for Operational Risk such as Key Risk Indicators, Key Performance Indicators, Marketing and Miss-selling documents etc. Also Worked on various Product Program Guides, Product Process Guides and MIS for Wealth Management

• Trained new investment officers

Byblos Bank, Lebanon September 2002

Trainee

Training, Certifications & Financial Systems

Main: Chartered Portfolio Manager (American Academy of Financial Management), Extensive Wealth Management Boot Camp, Strategic SPIN Selling (by Huthwaite), Induction and Effective Sale Skills, 5Cs Course and Service Excellence

Others: International Accounting Standards 39, Foundation Level of Consumer Banking Curriculum, Introduction to Outserve, Operational Risk, Reputation Risk, and Anti Money Laundering

Financial Systems: Reuters Xtra and Knoweldge, Bloomberg, Portfolio Management Software (APX) and Zawya

Interests

Enjoy outdoor sports such as football and basketball, Found of traveling and experiencing new cultures

References

Mr. Rizk Haddad

Financial Advisor for Sheikh Khaled Bin Hamad Al Thani

Doha, Qatar

+974*******

Mr. Mark Diab

Managing Director-Asset Management-Amwal

Doha, Qatar

+974*******

Mr. Charbel Maacaron

Lawyer-Patton Boggs

Doha, Qatar

+974*******

Mr. Zaeem Salman Khan

Assistant Vice President-Bank of Tokyo-Mitsubishi

Doha, Qatar

+974*******

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