Conducts meeting with clients, assessing their needs and requirements, providing them with the best strategic advice, and managing their assets/investment portfolioPreparing macroeconomic reports, industrial studies, and investment recommendations to the top managementProviding profit and risk analysis of possible investments and asset acquisitions, monitoring the performance of existing investments, and recommending corrective measures when neededDevelop strategies to maximize ROI and minimize the risks/losses, through situational adjustments, recognizing market trends and patternsAssess startup valuations and venture capital funds for possible future investmentsCollaborate with the top management, asset management team, and analystsNegotiate and liase with fund managers, property managers, real estate brokers, lawyers and auditorsLead the end to end process of Merger & Acquisitions from due diligence, negotiation to transition

Oversaw cash flow and liquidity reports, income statement generation, and risk profitability analysis. Managed the company’s portfolio of fixed income investments (short and long term).Evaluated investments and possible joint ventures with startups and SMEs

Handled financial analysis, corporate planning, and overseeing of operations that fall under the Chief Executive Officer's department.

Managed the private funds invested in HSBC Private Bank, Merrill Lynch, and Julius BaerHelped create the succession mandates primarily the real estate properties and private fund allocation sections of the legacy planConducted technical analysis in support of the top-to-bottom fundamental analysis for local investments in the stock marketPerformed supporting duties for the CFO.

Responsible for activities regarding sales, marketing, customer acquisition, customer relationship managementRecognize potential customers and creating a portfolio that consists of affluent clientsAchieving revenue targets, profitability level and sales growth.Answering inquiry and questions of clients regarding market movements and investment product

ECT flow London) Daily Profit and Loss (P & L) production for CDS and Bond heavy books Checking information flows from End of Day market data to P & L production Front office communication in understanding what is needed for P & L approval Computing the trades' P & L estimation (New Deal and market movement p & l) Provide analysis of daily profit and loss with precise commentary on today's driversACHIEVEMENTS CIRCLE OF MERIT NOMINEE (DECEMBER 2008) Nominated for downsizing flagged trades (Loans and FX trades) from 3000 to 150 outstanding trades in 2 weeks times through manual investigation and clearing with the use of Reuters and Bloomberg KPI (Key Performance Index) score of 95% - 100% Met KPI score level of 95 ­ 100 on daily profit and loss statement production efficiency for the past year (2009) and the first 3 quarters of 2010COMPANY INVOLVEMENT ACTIVITIES Helped out in the Market Conformity team in clearing flagged trades that breached pricing tolerance level which earned a circle of merit nomination (2008) Helped the LEAN project team which aims to improve the product controller's process and further strengthen the relationship with the Trade Modelling Group and Front Office by providing insights on daily processes on a back office perspective (2010)