Talal Touqan, Cfa Email & Phone Number

Dubai, Ae

Dubai, Dubai, Ae

Abu Dhabi, Abu Dhabi, Ae

Abu Dhabi, Abu Dhabi, Ae

I am currently in charge of all sell-side research activities along with client and corporate advisory. Our competitive edge stems from our proactive approach when it comes to company valuations, advisory mandates, and tactical trading ideas. My workload expands to cover coaching, and mentoring new joiners as well as mid-and-senior analysts. The following points briefly describe my main duties: a. Founded a groundwork for financial modeling and company valuation b. Networking and interactions with public companies to fortify our insights and market integlligencec. Directing the team to prepare sector reportsd. Guiding the team in preparing full due diligence checklists and management meetingse. Guiding and mentoring the team on advanced equity research aspectsf. Leading the process of establishing local, GCC, and regional benchmarksg. Preparing ad hoc client portfolio analyses, and proposing tactical adjustmentsh. Participating in a daily morning meeting with senior brokers, discussing changes in fundamental drivers, trading sentiments, as well as technical analysis i. Delivering professional seminars on regional economics and capital marketsj. Representing the Company in delivering quotes to the financial media k. Writing articles, and attending interviews on TV channelsl. Modeling market monitors on "Bloomberg and Thomson Reuters's pertinent applications, using their specialized excel add-in functions

Toronto, On, Ca

My responsibility as a senior specialist “team leader” covered the following: - Setting up training plans and making sure they suit large clients whose business activities focus on financial markets, investments, and advisory- Co-managing the knowledge network MEA team in all asset classes- Handling advanced client training requests- Holding workshops, public appearances, and classes on financial & Investment topics including (corporate valuation “focus on relative valuation & market multiples”, technical analysis, behavioural finance, and credit evaluations”- Preparing brief financial analyses and research reports- Mentoring, coaching, and training the staff on topics pertinent to financial investments, with a prime emphasis on stock markets

I started with Jordinvest’s Asset Management Department by running the Asset Allocation part and Buy-Side Research. Where, my job generally included the following:- Building financial models “excel spreadsheets”, which are basically set to automate vital functions like stock screening, selection, and corporate valuation;- Periodic investment reports were being generated to cover both fundamental and technical aspects, and supported by continuous networking with prime brokers, company managements as an integral part of the market intelligence & due diligence* Beginning October – 2008, I was promoted to become the Acting Head of the Capital Markets & Asset Management Department, assuming the following responsibilities:- Actively managing full-discretionary Investment Portfolios and Mutual Funds- Instructing the analysts to prepare investment reports on eligible listed companies, covering Jordan, Egypt and selected GCC markets- Reviewing the Investment Policy Statements (IPSs)- Setting periodic meetings with existing clients to discuss performance and recent changes- Acting as a member of the designated Investment Committee - Presenting tactical asset allocation plans to the Investment committee

Amman, Jo

- Managing and directing the equity research team of JAB's Investment Department- Preparing economic (banking-oriented) research reports and analysis- Conducting corporate absolute and relative valuations - Occasionally, preparing valuation reports on privately-held companies- Producing technical reports on listed companies within the GCC markets- Occasionally, and based on concrete departmental firewalls, I helped the corporate finance department prepare extensive due diligence checklists and reports- Weekly market performance reports – On the local stock market (ASE)- Composing a group of Market Cap weighted and un-weighted AhliBank35 indicesMy specialization in Equity Research falls mainly at Financial Institutions, including listed Banks, Brokerage houses, Investments, and listed real estate. I also have had a fair experience in valuing pharmaceutical and textile manufacturing companies.

- Analyzing financial statements- Preparing a monthly trading activity report (MENA Stock Markets)- Handling the website’s content management- Contributing to feasibility studies related to venture capitals – Consultancy line- Testing in-house developed portfolio systems and software

Ba, Finance & Banking

Vocational Diploma, Financial Analyst