
Yasser Kamal Aboshama
Financial Analyst
Manial, Cairo, EgyptWork 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
- 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 ibrahimiaJan 1997
Achievements
pass level 1 CFA exam
Languages
English
Fluent
Training & Certifications
CFA Level 1
CFA institute·2011Project Management Professional PMP
Self Study·2010SQL
Self Study·2006MCSE
YAT·2005Business writing & Communication skills
Appnetics·2004