Al Madinah Al Munawwarah, Al Madinah, Saudi Arabia
With a background in both finance and asset management, Raafat Wakid combines analytical skills from numerous sources to engineer optimized multi-asset-class portfolios in classic investment strategies. As a native of Medina, he performs his professional portfolio work with an eye toward fully respecting contemporary rules of sharia as they apply to security selection and account management. Simultaneously, such efforts are made using advanced tools for risk mitigation, both at the security and portfolio levels.
Private Equity, Communication and +2 skills
Main tasks and responsibilities: • Due diligence, evaluation, and analysis of PE and VC investment deals • Departmental budgeting & cash flow forecast • Portfolio management, risk management, and support investment decision-making • Lead performance review meetings with Swiss & US banks and timely evaluation of Investment performance and potential proposals • Investment project appraisal studies via free-cash-flow forecasts discounted cash flows, and market multiples taking into account macro & microeconomic indicators • Review of trust, venture, co-investment agreements, and project documents • Review of financial modeling and financial forecast and market studies of real estate projects • Support in securing financing in real estate projects and aircraft financing
Responsibilities include surveying and quantifying sharia-compliant asset universe, sorting and filtering the universe for professionally acceptable assets, and constructing optimized portfolios for client accounts. Also managing custodian bank relations, negotiating and executing agreements with mutual fund families, and training support staff in portfolio management skills and expertise.