Turki Saad Alghamdi
Abi Alabbas Albaghdadi – Alshohada, Riyadh 13241, Saudi Arabia
+966599994536 |
[email protected]WORK EXPERIENCE
The Family Office Co. (TFO) Riyadh, Saudi Arabia
Assistant Financial Advisor Feb. 2020 – Present
• Responsible for client relationship and wealth management, prospecting new clients and growing assets under
management.
o Worked on asset allocation strategy for clients based on financial objectives and risk tolerance across asset classes
and investment strategy.
o Monitoring and reviewing clients’ and the firm’s investments performance across asset classes, sectors and
geographic locations.
o Worked on data analytics to acquire new clients and evaluating industry trends and opportunities.
• Performed in-depth analysis of competitors activities, market trends, investment opportunities and market
dislocations.
• Assisted in establishing and developing investment funds and investment opportunities across asset classes (private
equity, real estate, credit, real assets and money market).
• Assisted in the firms’ overall digital transformation strategy.
The Saudi British Bank (SABB) Riyadh, Saudi Arabia
Sales Dealer, Treasury Dec. 2018 – Jan. 2020
• Providing treasury products (FX, deposits, loans and financial derivatives) to institutional and retail clients.
o Assisted both, institutional and retail clients, in finding financial solutions according to their needs and suitability.
o Buying and selling FX products (Spot, forwards, swaps and options).
o Pricing money market and fixed income products to clients.
o Performed in-depth analysis of financial markets trends and opportunities and provided daily/weekly market
updates and commentaries to clients.
SABB Management Development Program (SMDP), Treasury Dec. 2017 – Dec. 2018
• Successfully completed a program that provides a comprehensive insight into the banking industry.
o Relevant Coursework: Financial Statement Analysis, Credit Management, Islamic Banking, Anti-money
Laundering and Compliance, Business Writing, Project Management, Communication Strategies, Leadership and
Team Building.
o On-the-job-training: Retail Banking and Wealth Management, Corporate Banking and Global Banking
PricewaterhouseCoopers (PwC) Riyadh, Saudi Arabia
Intern, Advisory Sep. 2017 – Dec. 2017
• Worked on multiple management strategy and execution plans for government entities.
o Assisted in the development of a strategic plan for a government regulatory entity.
o Identified internal and external challenges, defined strategic objectives, performed benchmarking and set KPIs.
o Assisted the development of a strategic plan and organizational restructuring of a semi-government entity.
o Analyzed previous strategic plan and concluded internal and external assessment, suggested activities and
initiatives and restructured the organizational model.
Saudi Telecom Company (STC) Riyadh, Saudi Arabia
Intern, Business Finance Jul. 2017 – Sep. 2017
• Improve investment decision-making by expanding Smart Investment Tool to include CAPEX & OPEX.
o Developed a driver-based approach for all relevant CAPEX & OPEX categories
o Analyzed of 2017 CAPEX & OPEX target vs. realization, P&L per BU inputs for Smart Investment including
reforecast per BU.
o Reflect targets and KPIs into Smart Investment and Evaluating CAPEX & OPEX for 2018 Budget.
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EDUCATION
University of Pennsylvania, The Wharton School Online
Aresty Institute of Executive Education, Business Analytics June. 2020
• Status: Successfully Completed
• Relevant Coursework: Descriptive Analytics, Predictive Analytics, Prescriptive Analytics, Forecasting, Regression
Analysis, Data Visualization and Interpretation, Optimization Models, Decision and Application of Analytics for
Business.
Alfaisal University Riyadh, Saudi Arabia
Bachelor Degree in Business Administration, Finance Dec. 2017
• GPA: 3.19 / 4.00
• Relevant Coursework: Economics, Financial and Managerial Accounting, Corporate Finance, Real Estate,
Investments, Financial Modeling, Financial Trading Strategies, Financial Markets & Institutions, International
Finance, Strategic Management and Fixed Income Securities.
• Positions Held: Business Students Association, Vice President
CERTIFICATIONS
CAIA Association
CAIA I Candidate Oct. 2020
• Relevant Coursework: Real Assets (Real Estate Equity and Debt, Infrastructure, Commodities, Intellectual
Properties and Natural Resources and Land), Hedge Funds, Private Equity, Private debt and Structured Products.
The Financial Academy, Saudi Arabia
Capital Market Examination (CME-1) Aug. 2020
• Status: Successfully Passed
SKILLS, ACCOMPLISHMENTS & INTERESTS
Languages: Arabic (Native) | English (Fluent)
Technical Skills: Advanced Financial Modeling in Excel | Bloomberg Terminal | Thompson Reuters Eikon | FX All |
Murex
Accomplishments: 3rd Place in FinTech Challenge by SABB & KAUST | Youth Exchange and Study Program Alumni |
Saudi Young Leaders Exchange Program Alumni
Interests & activities: Economics | Behavioral & Social Sciences | Volunteering
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