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Yasser Kamal Aboshama

Financial Analyst

Manial, Cairo, Egypt

Work Experience

  • Investment AnalystFull Time

    Family Office

    Mar 2018 - Present -7 yrs, 4 months

    Kuwait , Kuwait City

    • Job Details:Assistant Investment Manager - member of Investment Team, responsible for:  Follow the policies and procedures outlined in the Investment Policies and Procedures Manual, as well as the company wide policies.  Assist in the identification of investment opportunities that are in line with the approved investment guidelines.  Assist the investment management team in the appraisal and execution of investment opportunities.  Collect information regarding investments, perform research and analysis for investment assessments and evaluations.  Perform due diligence reviews to enable informed decision making regarding prospective investments.  Maintain up to date information on the latest economic trend in countries where the company has undertaken investments.  Follow-up on developments in the financial markets and their constantly changing patterns.  Track and monitor the performance of company investments. Assess the performance, analyze financial and non-financial components, and make informed recommendations to superiors.  Prepare financial research summaries and compile data into comprehensive reports.  Assist in the preparation of the Investment Divestiture (Liquidation) proposals for investments identified to be sold/disposed of, as per the instruction of the Head of Investment.  Properly file all Investment function documents and reports for further reference.  Ensure that sensitive information is safeguarded, and only authorized personnel have access to investment project files and data.
  • Financial AnalystFull Time

    Finbi

    Dec 2017 - Mar 2018 -3 months

    Egypt , Cairo

    • Job Details:- Research industries, companies, historical financial statement and projecting financial data. - Build financial models and performing valuation analysis. - Analyzing clients’ financial statements. - Performing forecasting &projections for clients. - Provide information to management by assembling and summarizing data, - prepare reports and making presentation of findings, analysis and recommendations.
  • Financial AnalystFull Time

    Metropolitan School

    Mar 2016 - Nov 2017 -1 yr, 8 months

    Egypt , Cairo

    • Job Details: Creating / updating / implementing the department strategic plan.  Maintaining a department organizational structure sufficient to meet all goals and objectives.  Properly motivate the staff.  Measure department performance with appropriate metrics.  Maintain the corporate credit policy.  Recommend changes in the department policy to senior management.  Manage clients’ files.  Analyzing clients’ financial statements.  Performing forecasting &projections for clients credit facilities.  Accept or reject the staff's credit recommendations.  Personally investigate the largest customer credit applications.  Personally visit the largest customers to establish relations.  Manage the department employees and supervise any critical deficiency they might have.  Training department employees.  In general, all department management responsibilities.
  • Financial AnalystFull Time

    Omega

    Nov 2011 - Feb 2016 -4 yrs, 3 months

    Egypt , Cairo

    • Job Details: Providing financial models and forecasting  Identifies financial status by comparing and analyzing actual results with plans and forecasts.  Analyzing current and past financial data and performance.  Improves financial status by analyzing results; monitoring variances; identifying trends.  Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials.  Preparing reports and projections based on this analysis using ERP systems and related technologies.  Protects operations by keeping financial information confidential.  Maintains database by entering, verifying, and backing up data.  Maintains technical knowledge by attending educational workshops; reviewing publications.
  • Education

    • BSc in Business Administration

      Cairo University (CU)

      Jan 2001 - Jan 2002 - 1 Year

    • BSc in Accounting

      Cairo University (CU)

      Jan 1998 - Jan 2001 - 3 yr

    • High School - Thanaweya Amma

      Al ibrahimia

      Jan 1997 

    Achievements

    pass level 1 CFA exam

    Skills

    • ERP Systems
    • Microsoft Office
    • Project Management
    • Financial Analysis
    • SQL
    • MySQL
    • SAP Business One

    Languages

    • English

      Fluent

    Training & Certifications

    • CFA Level 1

      CFA institute·2011
    • Project Management Professional PMP

      Self Study·2010
    • SQL

      Self Study·2006
    • MCSE

      YAT·2005
    • Business writing & Communication skills

      Appnetics·2004
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