Nada Ahmed Rabie
Cairo,Egypt
Summary
Dynamic and results-driven Senior Investment Analyst with extensive experience in portfolio management, fixed income and equity trading, market trends forecasting, and managing financial budgets. Proven ability to analyze complex economic data and financial data to identify key investment opportunities. Highly skilled in developing strategic, data-driven investment strategies that align with organizational goals and market conditions. Trusted for delivering actionable insights, profitable results, and ensuring accurate financial reporting.
Overview
5
5
years of professional experience
Work History
Senior investment analyst
AXA Egypt
Cairo, Egypt
01.2024 - Current
- Conduct ongoing research on investment market opportunities, proposing and recommending new investment opportunities while adhering to investment guidelines to maximize the Net investment income (NII) and ROA.
- Assisting in preparing investment budgets and financial projections for the upcoming years valuation model for accurate forecasting and decision making.
- Mentored junior analysts, fostering a collaborative team environment.
- Performing monthly closing processes and ensure all investment assets, and earnings are financially reported and reconciled according to the IFRS measures.
- Ensure all Fixed Income daily trades are placed and verified in the market before the daily cut off time.
- Engaged in quantitative and qualitative macroeconomic assumptions for investment recommendations and assess their impact on AXA's business model.
- Engaging with different banks & asset management companies to get best investment offers in the market.
- Manage internal and external audit requirements related to investment processes.
- Ensure compliance with regulatory requirements (FRA) and risk policies for AXA's portfolio.
Investment Analyst
MetLife - Levant Region
Cairo, Egypt
06.2023 - 12.2023
- Negotiating new offers with different banks & asset management companies to get best investment offers in the market in order to maximize the net investment income NII and ROA.
- Improved client relationships by providing regular updates to the non-segregated accounts that reflect the positions of the relevant model asset allocation.
- Preparing and distributing of portfolios statements, and investment manager reports.
- Calculate the NAV for fund of funds and update the price of each fund.
- Researching macroeconomic insights and evaluate their potential impact on MetLife's Levant region.
- Create investment plan with financial modeling in the light of cash flow projections.
- Processing paperwork for fixed income daily trades (Time Deposits, T-Bills, T-Bonds) in all currencies, and related activities.
Equity trader
Naeem Holding
Cairo, Egypt
10.2021 - 05.2023
- Manage client requests by placing buy and sell orders and executing trades on the Egyptian Stock Market.
- Conduct thorough evaluations and analysis of financial and technical reports and calculating the financial risk to make the best investment decision for the client.
- Analyze market conditions, economic data & financial information in order to provide clients with accurate, up-to-date insights.
- Monitored market fluctuations closely, facilitating timely decision making on trades.
- Track and manage clients' contracts and transactions, including withdrawals, deposits, transfers, and coupon collections.
- Identify potential trading strategies and propose innovative ideas to enhance existing strategies, aiming to improve productivity and attract new clients.
- Maintained strict adherence to compliance guidelines, ensuring regulatory standards were met.
Customer Service Representative
National Bank of Egypt
Cairo, Eypt
10.2019 - 10.2021
- Customer Service Representative in EMERALD MALL Branch (1st Settlement).
- Delivered primary customer support in a fast-paced environment, assisted in opening and activating new accounts, facilitated financing options for customers, as loans and credit cards.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Proposed new procedures to maximize financial inclusion and supported in retaining customers considering closing their account.
- Top Regional Achiever in 2021.
Education
Bachelor of Business Administration - Major Finance and Minor Accounting with GPA 3.2
Misr International University
Cairo, Cairo Governorate 09.2015 - 06.2019
CFA Level 1 Candidate - Finance and Investment
CFA institute
Cairo 11.2024 -
FMVA Candidate - Financial modeling and valuation analysis
Corporate Financial Institute (CFI)
Cairo 09.2024 -
Skills
- Strategic planning
- Excel proficiency
- Portfolio Management
- Technical analysis
- Economic modelling
- Financial statement analysis
- Financial Forecasting
- Visionary leadership
- Microsoft Office
- Presentation skills
- Ability to multi-task
- Ability to work under pressure
- Interpersonal and communication skills
- On-the-spot decision-making
Languages
English
Fluent
Arabic
Native
Affiliations
- Gymnastics and YOGA
Accomplishments
- Graduation thesis focusing on "The Effect of Cryptocurrency on Market Index Fluctuations (S&P 500)" with a final A+ degree.
Timeline
CFA Level 1 Candidate - Finance and Investment
CFA institute
11.2024 -
FMVA Candidate - Financial modeling and valuation analysis
Corporate Financial Institute (CFI)
09.2024 -
Senior investment analyst
AXA Egypt
01.2024 - Current
Investment Analyst
MetLife - Levant Region
06.2023 - 12.2023
Equity trader
Naeem Holding
10.2021 - 05.2023
Customer Service Representative
National Bank of Egypt
10.2019 - 10.2021
Bachelor of Business Administration - Major Finance and Minor Accounting with GPA 3.2
Misr International University
09.2015 - 06.2019
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