ALHUSSAIN ALBAGHDADI
Finance Professional
Halifax,NS
Summary
Experienced Investment Specialist with outstanding knowledge of Financial and Investment industry. Adept at profile building and digital management with success at handling 30+ clients at one time. Committed to financial success for everyone involved in large and small scale investments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Investment Specialist
BMO Investorline
10.2021 - 07.2023
- Achieved sales targets with focus on relevant investment products with over 20% of increased sales targets
- Identified and reported suspicious patterns of activity that are suspected to be related to money laundering
- Escalated complex or unresolved customer situations to senior managers as required
- Performed any required documentation after completed customer interactions to ensure compliance
- Advocated for clients to ensure they get to where they need to go with as little effort as possible this includes, opening accounts, supporting transfers, processing trades, showing client how to self-serve on Investorline
- Integrated marketing promotions and programs into customer conversations where appropriate.
- Held meetings with customers to review and update accounts.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on financial topics and best practices.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Contacted potential clients to pursue sales and gather funds
Operations Analyst
Citco Group of Companies
12.2020 - 07.2021
- Serviced several clients by processing daily deliverables in areas of pricing and P&L
- Demonstrated ownership of assigned tasks and ensure timely completion, in line with service level agreements
- Responsible for performance reporting, contributing to monthly NAV process by performing Independent
- Price Verification (IPV) and preparing month-end sign-off packages
- Performed valuation for hedge fund portfolio holdings and analysis of hedge fund performance
- Investigated, communicated, and resolved valuation/P&L related issues with hedge fund clients
Payroll Supervisor
Westin Novascotian Hotel
05.2019 - 01.2020
- Demonstrated high attention to detail by tracking and inputting timesheets using ADP system for over 100 employees and coordinating transactions, payroll accounting & reporting activities
- Always ensured customer satisfaction by supervising proper execution of daily operations such as, maintaining high restaurant standards, responding to all customer inquiries, and collecting feedback
- Gained various skills by doing other related hotel work such as deadline work by updating restaurant and in-house dining menus under strict deadline while maintaining work quality
- Developed key Marketing skills by maintaining and updating hotel restraint social media accounts with ongoing promotions & restaurant activities, and by analyzing and responding to public feedback to improve service
- Assisted HR with new hire orientations and employee training by completing logistical tasks such as filing up necessary paperwork to expedite employee transition.
- Provided customer service to employees regarding payroll inquiries and issues
Education
BBA - Finance & Management
SAINT MARY'S UNIVERSITY
Halifax, NS05.2020
Skills
- Knowledge in coordinating with different departments
- Active Listening
- Solid Knowledge of capital & equity markets
- Experienced with different financial products (Equities & Derivatives)
- Client relationships Analytical ability
- Strong data analysis and modeling skills
- Strong written and verbal communication skills
- Personable, collaborative, and detail-Oriented
- Prospecting Clients
- Administration Strength
- Account Documentation
- Capital Market Trends
Accomplishments
- Finance Tutor, Saint Mary's university, 2018-2020
- Previous member of Enactus, Saint Marys university, Prepared presentations for newcomers as well help set up meeting with the management team to brainstorm newproject ideas and planning
Certification
CSC Certification and completion of Bloomberg Market Concepts Course. Trading 101 Options Course
Equity and Crypto Trading
Equity Trading: Buying and selling stocks of public companies on stock exchanges to profit from price changes.
Crypto Trading: Buying and selling cryptocurrencies on exchanges to profit from price fluctuations.
Timeline
Investment Specialist
BMO Investorline
10.2021 - 07.2023
Operations Analyst
Citco Group of Companies
12.2020 - 07.2021
Payroll Supervisor
Westin Novascotian Hotel
05.2019 - 01.2020
BBA - Finance & Management
SAINT MARY'S UNIVERSITY
CSC Certification and completion of Bloomberg Market Concepts Course. Trading 101 Options Course
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