Ali Ameir

- Kuwait CMA registered Fund/Portfolio Manager (GCC Equities, Money Market Funds) - Responsible for the management and operation of NBK capital trading desk by executing and overseeing trades, monitoring market conditions. - Providing support to Portfolio Managers by executing trades, rebalancing portfolios and providing market analysis on MENA equities. - Developing trading strategies (fundamental and technical) to achieve execution excellence and maintain performance. - Managing and trading for money market funds in accordance with Kuwait CMA guidelines - Responsible for implementing new portfolio management and order management systems to improve workflow efficiency.

Manages client assets according to investment preferences and goals. Meets with clients to assess asset status, needs, risks, goals and progress. Prepares financial statements, business activity reports and forecasts. Develops, organizes and maintains client portfolios. Studies market trends to maximize profits and identify investment opportunities. Supervises employees who assist in financial reporting and budgeting. Coordinates with property managers, brokers and other third parties. Fosters and maintains positive client relationships. Assesses financials for legal compliance. Reviews financial reports to find ways to reduce costs. Compiles and presents asset management reports to clients, supervisors and senior executives. Contributes to team efforts by accomplishing related tasks as needed.

CMA registered Fund/Portfolio Manager. - Ensure all divisional activities comply with corporate governance & regulatory or legal frameworks. - Ensure the fund management activities are efficiently managed to support its AUM growth. - Provide support and supervision to fund management and the portfolio management activities. - Take steps to enhance the brokerage business of the firm. - Study & examine financial statements, economic, sector and equity data. - Assess and research investment opportunities. - Establish relationships with brokers and sell side research houses to obtain up to date market information. - Advice the Head of Asset Management on the strategic and tactical positioning of the funds considering its’ risk and return objectives. - Report, manage and review the performance/Positions/Transactions of the ACIC offered funds as well as provide corrective action whenever needed. - Coordinate all operational issues/tasks with middle office and back office. - Actively monitor the authority matrix in trading and maintain the compliance requirements. - Manage and monitor the performance of the funds to outperform its’ relative benchmarks. - Take steps to enhance the AUM and profitability of the fund management and portfolio management business.

- Manage Clients’ transactions and coordinate with Banks Operation whenever needed. - Ensure adherence to the set service level agreements for all operational activities services across operation department. - Ensure Client documents comply with the regulations and are correctly entered into the system. - Monitor Client portfolios transactions and raise flags whenever corrective actions are needed. - Ensure that the system is up-to-date and request enhancements that are in line with business needs. - Ensure Funds and Portfolios /Stock prices on the system daily based on the “Kuwait Stock Exchange”. - Coordinate with Internal/External auditors to close any inconsistent gaps and provide with the required data. - Ensure adherence to all ACIC, CBK and CMA guidelines, policy and procedures. - Conduct periodical analysis / ad-hoc reports (CMA & CBK), manage and review the Transactions of the ACIC on a monthly or quarterly basis as well as provide corrective action whenever needed.

- Managing Al Ahli Kuwaiti Fund - Placing orders and dealing for portfolios ( discretionary and non-discretionary) - Managing brief and detailed reports for listed companies that we invested in. - Working as Board secretary for Al-Ahli Kuwaiti Fund.

B- Trade Department - Dealing and trading in US, Europe and Forex stock markets for Burgan bank clients.

Relationship officer in Retail - Open accounts, Cards, Loans, Sales and Customer service at branches.