Yasir Shaikh
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Yasir Shaikh Email & Phone Number

Portfolio Manager | Investment Strategist | Public & Institutional Funds Specialist | Endowment & Pension Fund Manager | x-SECP | Visiting Faculty Finance & Investments | CFA Level III Candidate at Dhahran Techno Valley Holding Co. - DTVC
Location: Al Khobar, Eastern, Saudi Arabia 10 work roles 3 schools
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Role
Portfolio Manager | Investment Strategist | Public & Institutional Funds Specialist | Endowment & Pension Fund Manager | x-SECP | Visiting Faculty Finance & Investments | CFA Level III Candidate
Location
Al Khobar, Eastern, Saudi Arabia
Company size

Who is Yasir Shaikh? Overview

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Quick answer

Yasir Shaikh is listed as Portfolio Manager | Investment Strategist | Public & Institutional Funds Specialist | Endowment & Pension Fund Manager | x-SECP | Visiting Faculty Finance & Investments | CFA Level III Candidate at Dhahran Techno Valley Holding Co. - DTVC, a company with 61 employees, based in Al Khobar, Eastern, Saudi Arabia. AeroLeads shows a matched LinkedIn profile for Yasir Shaikh.

Yasir Shaikh previously worked as Investment Specialist at Dhahran Techno Valley Holding Co. - Dtvc and Assistant Director at Secp. Yasir Shaikh studied at Cfa Institute Usa.

Company email context

Email format at Dhahran Techno Valley Holding Co. - DTVC

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Dhahran Techno Valley Holding Co. - DTVC

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Profile bio

About Yasir Shaikh

๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒWith an extensive expertise in investment strategy, fund management, and financial modeling, I have managed portfolios for high-net-worth individuals, endowment funds, and pension funds across diverse asset classes, including private and public equity, real estate, fixed income, and ETFs. My focus includes crafting Investment Policy Statements, strategic asset allocation, and overseeing global managers to ensure compliance and performance alignment. Additionally, I am skilled at explaining complex investment challenges to senior management using various presentation tools, facilitating informed decision-making and strategic alignment.๐—ง๐—ฒ๐—ฎ๐—ฐ๐—ต๐—ถ๐—ป๐—ด & ๐— ๐—ฒ๐—ป๐˜๐—ผ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝI am passionate about supporting the next generation of finance professionals. I mentor CFA candidates and teach Bloomberg concepts at a leading Saudi university. Previously, I taught Corporate and Business Finance courses in Pakistan, reinforcing my commitment to industry education.๐—–๐—ผ๐—น๐—น๐—ฎ๐—ฏ๐—ผ๐—ฟ๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—”๐—ฐ๐—ต๐—ถ๐—ฒ๐˜ƒ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€Throughout my career, I have worked with multinational corporations, federal ministries, and regulatory authorities across the Middle East and Pakistan. My focus has been on financial valuation, advanced investment analysis, and regulatory compliance, aiming to deliver innovative, high-impact solutions to complex financial challenges.๐—”๐—ฐ๐—ฎ๐—ฑ๐—ฒ๐—บ๐—ถ๐—ฐ ๐—•๐—ฎ๐—ฐ๐—ธ๐—ด๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑI hold an MBA and BBA in Finance from the Institute of Business Management and am currently pursuing my CFA Level III designation. Additionally, I am a Certified Financial Advisor, accredited by the Institute of Financial Markets of Pakistan.

Listed skills include Analytical Skills, Team Building, Business Mathematics, Team Management, and 18 others.

Current workplace

Yasir Shaikh's current company

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Dhahran Techno Valley Holding Co. - DTVC
Dhahran Techno Valley Holding Co. - Dtvc
Portfolio Manager | Investment Strategist | Public & Institutional Funds Specialist | Endowment & Pension Fund Manager | x-SECP | Visiting Faculty Finance & Investments | CFA Level III Candidate
dhahran, eastern province, saudi arabia
Website
Employees
61
AeroLeads page
10 roles

Yasir Shaikh work experience

A career timeline built from the work history available for this profile.

Investment Specialist

Current

Eastern, Saudi Arabia

Managing a Large Endowment Fund for the investments (globally) in Public & Private Equity, Real Estate, Alternatives and other Complex (Multi Asset) Funds.

Mar 2023 - Present

Assistant Director

Securities and Exchange CommissionInspection of Non Banking Financial Companies (Asset Management, Digital Lending & Micro Finance Companies)

Aug 2022 - Feb 2023

Fund Manager - Avp

Directly managed big corporate funds (Pension, Gratuity and Provident Funds) for the investments in different asset classes.

Jul 2021 - Jul 2022

Leader

Largest youth run organization in the world.Director Finance Organizing Committee Vice President - External Relations

Aug 2014 - Jan 2016

Intern

Ey

Finance

Jun 2015 - Jul 2015
Team & coworkers

Colleagues at Dhahran Techno Valley Holding Co. - DTVC

Other employees you can reach at dtvc.com.sa. View company contacts for 61 employees →

3 education records

Yasir Shaikh education

Education record

Cfa Institute Usa

CFA Level III candidate

Bachelor Of Business Administration (B.B.A.), Finance, General

Activities and Societies: -Finance Society -Table Tennis Team -Organized HR Summit Conference 2013 at IoBM -AIESEC.

FAQ

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What company does Yasir Shaikh work for?

Yasir Shaikh works for Dhahran Techno Valley Holding Co. - DTVC.

What is Yasir Shaikh's role at Dhahran Techno Valley Holding Co. - DTVC?

Yasir Shaikh is listed as Portfolio Manager | Investment Strategist | Public & Institutional Funds Specialist | Endowment & Pension Fund Manager | x-SECP | Visiting Faculty Finance & Investments | CFA Level III Candidate at Dhahran Techno Valley Holding Co. - DTVC.

Where is Yasir Shaikh based?

Yasir Shaikh is based in Al Khobar, Eastern, Saudi Arabia while working with Dhahran Techno Valley Holding Co. - DTVC.

What companies has Yasir Shaikh worked for?

Yasir Shaikh has worked for Dhahran Techno Valley Holding Co. - Dtvc, Secp, Institute Of Business Management, Magnus Investment Advisors Limited, and Aiesec.

Who are Yasir Shaikh's colleagues at Dhahran Techno Valley Holding Co. - DTVC?

Yasir Shaikh's colleagues at Dhahran Techno Valley Holding Co. - DTVC include Omar Alshehri, Norah Hassan, Sarah Aldajani, Adnan Akram, and Abdulhadi Al-Aithan, Cfa.

How can I contact Yasir Shaikh?

You can use AeroLeads to view verified contact signals for Yasir Shaikh at Dhahran Techno Valley Holding Co. - DTVC, including work email, phone, and LinkedIn data when available.

What schools did Yasir Shaikh attend?

Yasir Shaikh studied at Cfa Institute Usa.

What skills is Yasir Shaikh known for?

Yasir Shaikh is listed with skills including Analytical Skills, Team Building, Business Mathematics, Team Management, Ethics, Microsoft Word, Microsoft Excel, and Google Docs.

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