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Nada B.

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

Financial Analyst at AFA capital
Studied Finance and Banking at Hashemite university
Financial Services
Joined September 10, 2022



Native or Bilingual
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).
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AFA capital
Nov 2014 – Present
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
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Black Pearl capital
May 2010 – Nov 2014
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
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Hashemite university
Jan 2006 – Jan 2009
Bachelor degree, Finance and Banking