MOHAMED HASSAN
Toronto,ON
Summary
Investment professional with interest in long and short equities and comprehensive market analysis. Skilled in using economic news drivers, fundamental analysis, and key indicators such as indexes, U.S. dollar index, and VIX to make informed investment decisions. Performs daily research and analysis on U.S market indexes (S&P 500, NASDAQ, DOW JONES) as well as developing Asian markets such as Saudi Arabia's TASI. Adept at conducting detailed financial analysis and providing tailored personal finance strategies. Focused on delivering strategic insights that enhance client success and drive organizational growth.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Planning Associate
Royal Bank of Canada (RBC)
2022.04 - Current
- Collaborate with three Financial Planners managing $650 million in assets under management (AUM), contributing to the maintenance and growth of AUM, which increases bank revenues and profitability
- Provide comprehensive explanations of mutual fund performance and ratings to clients, helping them understand their investment progress
- Assist clients in making informed decisions by analyzing historical mutual fund performance and comparing it to industry benchmarks
- Recommend portfolio adjustments based on fund performance assessments, enhancing client satisfaction, loyalty, and retention
- Support the creation and implementation of detailed financial plans, particularly related to retirement and cash flow management, directly adding value for clients seeking holistic financial solutions
- Manage client relationships during challenging market conditions, demonstrating the ability to protect and grow assets, thereby instilling client confidence and trust
- Implement loyalty programs to strengthen client relationships and foster long-term partnerships
- Offer clients a range of GICs and mutual funds that align with their investment objectives.
Education
Bachelor of Commerce - Finance
York University
Toronto, ON12.2021
Skills
- Physiological and emotional development of managing Portfolio of Equities
- Analysis of key Indexes in the U.S (S&P 500, NASDAQ, and DOWJONES) Developing countries Saudi Arabia (TASI) using economic news, U.S Dollar index, VIX, interest rates, Oil + Gold
- Financial Analysis, Projection, Business Modeling, Planning and Evaluation
- Ability to evaluate cash flows, growth rates, and using multiple methods to evaluate company.
- Comparable Company Analysis
- Completion of various Business plans and Models; Projected Financial statements, various budgets, supported by the use of Scenario and Sensitivity analysis on a monthly, quarterly, and yearly basis
- Private Equity Valuation
- Developing Personal Finance Plans
- Management of real life cases concerning time value of money, personal financial statements
- Advice on family law, tax planning, debt management, mortgage financing and home investment, risk management and insurance, investment
- Financial Statement Analysis
- Knowledge of IFRS and U.S GAAP to evaluate Financial Reports worldwide
- Analysis through financial ratios derived from statements, reporting segments, KPIs and risks
- Completed financial reports discussing strategy, accounting analysis, fundamental analytics, and templates
- Environment, Social, and Governance: SASB reporting standards
Certification
- PASSED CFA Level II Exam, 05/2024, Advanced Financial Knowledge: Gained expertise in key areas including economics, equity analysis, portfolio management, and ethics. Global Credential: Recognized worldwide as a benchmark of excellence in investment management. Ethical Standards: Committed to the high ethical principles of the CFA Institute, enhancing professional integrity. Career Advancement: Positioned for roles in portfolio management, equity research, and financial analysis. Credibility: The CFA designation boosts credibility with clients and employers, reflecting a deep understanding of financial markets.
- Canadian Securities Course (CSC), Toronto, ON Greater knowledge about various financial instruments such as equities, managed products, structured products, derivatives and more The ability to accurately assess company, industry and market performance Deeper knowledge of industry standards and codes of ethics Meet proficiency requirements to deal in Alternative Mutual Funds
Languages
English
Native or Bilingual
Arabic
Native or Bilingual
Additional Information
Environment, Social, and Governance: SASB reporting standards
· Completed a mock engagement for NIKE
· Research, gap analysis, and engagement plan developed
· Assessed the completeness of ESG reporting performance through reading relevant public disclosures and comparing them to SASB Standards and TCFD framework expectations
· Found top 3 issues that financially impact NIKE
o Identified company valuation
o Compared to two close industry peers
o And completed engagement letter addressing the issues
Timeline
Financial Planning Associate
Royal Bank of Canada (RBC)
2022.04 - Current
Bachelor of Commerce - Finance
York University
- PASSED CFA Level II Exam, 05/2024, Advanced Financial Knowledge: Gained expertise in key areas including economics, equity analysis, portfolio management, and ethics. Global Credential: Recognized worldwide as a benchmark of excellence in investment management. Ethical Standards: Committed to the high ethical principles of the CFA Institute, enhancing professional integrity. Career Advancement: Positioned for roles in portfolio management, equity research, and financial analysis. Credibility: The CFA designation boosts credibility with clients and employers, reflecting a deep understanding of financial markets.
- Canadian Securities Course (CSC), Toronto, ON Greater knowledge about various financial instruments such as equities, managed products, structured products, derivatives and more The ability to accurately assess company, industry and market performance Deeper knowledge of industry standards and codes of ethics Meet proficiency requirements to deal in Alternative Mutual Funds
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