Maha Tarek Elshanshoury

Allianz Egypt

• Senior Investment Analyst - PlanningFull Time

  Mar 2022 - Present -3 yrs, 5 months

  Egypt , Cairo

  • Job Details:Lead semi-annual forecasting, planning and strategic dialogues on investment figures over a 10-year horizon. • Calculate expected returns for various investment portfolios including With Profits, Unit Linked, Segregated funds and Shareholder portfolios. • Develop planning dashboards and board presentations, reposting to SanlamAllianz Group. • Design and implement financial models from scratch using Visual Basic in excel, with added functionalities like book/market value asset valuation options, capital gain tax rates, and FX assumptions on foreign-currency denominated assets. • Create interactive 10-year dashboards, with waterfall graphs to asses impacts of cash inflows and outflows to visualize annual planned asset movement. • Conduct stress testing and scenario analysis to asses impacts of interest rate fluctuations, equity shocks and FX fluctuations on the investment portfolios, comparing base cases with optimistic and pessimistic approaches. • Perform asset-liability matching analysis, calculated scaled and unscaled liability durations and match them with calculated portfolio asset durations. • Monitor banks credit ratings by spreading the bank’s financials on the internal credit rating models to assess exposure limits and conduct risk assessments. • Responsible for all the communications between Allianz Egypt and SanlamAllianz Group.
• Investment AccountantFull Time

  Sep 2019 - Feb 2022 -2 yrs, 5 months

  • Job Details:• Lead the preparation and analysis of monthly investment positions, ensuring accuracy and timely reconciliation with accounting and investment departments. • Prepare and present investment performance reports to corporate clients, enhancing client relationships and satisfaction. • Oversee the preparation of due diligence reports and upload investment reports to the group upload system. • Collaborate with the group ids team and circulate nav reports weekly and monthly to relevant departments. • Prepare and circulate Allianz Egypt's Fact sheets, contributing to transparent and effective communication within the company. • Assisted the mid-office senior unit manager in preparing materials for various committees, including group financial, asset-liability matching, and investment committees. • Monitored investment performance and prepared presentations for existing corporate clients. • Engaged in the reconciliation process and ensured accurate monthly investment position reports.