Nada B.

Analyst & Investment Performance | Fund Administration | Portfolio Management & Reporting | Communication & Management

Message

Intro

Jordan

Financial Analyst at AFA capital

Studied Finance and Banking at Hashemite university

Financial Services

Joined September 10, 2022

Skills

Languages

English

Fluent

Arabic

Native or Bilingual

About

I am a creative and dedicated analyst with experience of working in high-pressure environments and multi-disciplinary teams. Having an excellent work ethic, I consider myself as a winner, and I believe that my skills and my determination can take me a long way in achieving my goals. I am an expert in providing customized Wealth Management Advisory Services to HNI Clients thereby enhancing Return on Investment (ROI).

Experience

AFA capital

Nov 2014 – Present

Dubai

Financial Analyst

I am accountable for performing analysis and interpretation of finance reports and other information as well as preparation of summaries. Extended assistance in formation and setting-up new fund with the Legal Team and Administration, accommodating regulatory requirements for the company. Performing daily monitoring and analysis of Fund’s Equities and Profit & Losses. Responsibly prepared Monthly Factsheet and Quarterly Presentation for Senior Management for portfolio holdings. Conducted market research on the industry and gathering market intelligence to enhance management of funds. Oversaw bank payment processing, monitoring/chasing the timely settlement of invoices and assisting the accountants in respect to the planning and coordination of audits for ensuring compliances at all levels. Established automated systems, processes, controls in day-to-day operations to align with stakeholder’s / client’s requirement

Black Pearl capital

May 2010 – Nov 2014

Amman

Senior Analyst

I deployed my keen acumen in analysing existing and potential Investment Portfolio Companies while researching and monitoring daily fund performance with comparisons against market indices. Provided Periodic Reports on Investment Activity and Fund Portfolio Performance for senior management review

Education

Hashemite university

Jan 2006 – Jan 2009

Bachelor degree, Finance and Banking