Riyadh, Saudi Arabia
• Analyzed clients' investment guidelines compared them with clients' portfolio. • Participated in weekly investment meetings with senior staff was expected to identify potential investment opportunities • Carried out some book keeping duties post cash receipts and account receivables and updated clients' files in firm's CRM. • Helped the CFO complete an RFP data request on the firm's business profile that included firm's assets, employee compensation data, equity, revenues, and shareholders' equity. • Started risk analysis spreadsheet of the firm's clients base reflecting relationship between revenues and aging clients