Business Intelligence Research Associate

Mahmoud Abdelrahman, CFP® *******.**************@*****.*** 347-***-****

Bayside, New York [LinkedIn: Mahmoud’s LinkedInn

Professional Summary

CFA Level I Candidate (November 2025) and Certified Financial Planner® with over three years of progressive experience in investment planning, market research, and high-net-worth portfolio management. Adept at conducting in-depth company and sector analysis, utilizing valuation methods such as DCF, P/E, and EV/EBITDA, and identifying investment opportunities through macroeconomic and technical insights. Skilled in Excel financial modeling, data visualization, and Salesforce CRM for tracking client portfolios and business intelligence. Demonstrated ability to distill complex financial data into actionable recommendations and communicate effectively with stakeholders. Seeking to bring a strong analytical foundation, attention to detail, and a client-focused mindset to an Equity Research Associate or Analyst position.

Relevant Experience

Fidelity Investments – Roslyn, NY

Planning Consultant

January 2024 – November 2024

Collaborated with advisors to conduct comprehensive portfolio assessments, analyzing securities performance, risk exposures, and market trends across high-net-worth client accounts exceeding $20M in total assets.

Prepared sector-specific investment memos and economic outlook briefs to assist in portfolio adjustments and security selection decisions.

Performed scenario analysis and sensitivity testing to forecast portfolio performance under varying economic conditions.

Actively participated in internal strategy sessions, sharing insights derived from equity and fixed income research.

Delivered simplified investment explanations and data-driven recommendations, helping clients make informed allocation decisions.

Relationship Manager

January 2023 – January 2024

Supported a team of 8 advisors by providing performance insights, economic updates, and asset allocation strategies for a client base of affluent investors.

Conducted ongoing monitoring of client portfolios using Salesforce dashboards, with a focus on identifying rebalancing opportunities and underperforming assets.

Built custom financial reports and analytics to evaluate clients’ long-term investment outcomes versus benchmarks.

Collaborated with Fidelity’s internal research desk and used proprietary tools to track market movements and volatility indicators.

Financial Representative

June 2022 – January 2023

Delivered foundational investment guidance to clients, educating them on core asset classes, diversification strategies, and market dynamics.

Processed transactions and managed investment account operations with 100% accuracy, reinforcing trust and satisfaction.

Licenses & Certifications

CFA Level I Candidate – Exam Scheduled for November 2025

CERTIFIED FINANCIAL PLANNER™ (CFP®)

FINRA Series 7, Series 66, Securities Industry Essentials (SIE)

NY & NJ Insurance Licenses – NPN: 20103334

Certified Practitioner of Neuro-Linguistic Programming (iNLP Center)

ISSA Certified Personal Trainer & Health Coach

New York State Notary Public

Education

Queens College – City University of New York

Bachelor of Arts in Psychology

GPA: 3.25 Kissena Boulevard, Flushing, NY

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