Ahmad Moustafa Hassan

· Settlement Cycle Management:

• Prioritize and manage tasks to meet settlement cycles and custodian deadlines.
• Maintain and update the database of custodian sub-agent settlement instructions, ensuring timely additions of new accounts.

· Invoicing:

• Accurately issue invoices for brokerage services, ensuring adherence to company policies and client agreements.

· Corporate Actions:

• Administer corporate actions including dividend distributions, stock splits, mergers, and acquisitions.
• Coordinate with relevant departments to ensure the seamless execution of corporate actions.

· Risk Management:

• Identify potential risk items such as failing trades and aged break items.
• Advise management with detailed reports and recommendations to mitigate risks and ensure transaction integrity.

· Market Compliance:

• Maintain comprehensive and up-to-date files on settlement practices in all markets where EFG Hermes Brokerage UAE operates.
• Stay current with changes in market practices and regulatory requirements, updating internal processes as necessary.

· Client and Custodian Relations:

• Serve as a primary contact for clients and custodians, addressing inquiries and resolving issues related to settlements and corporate actions.
• Foster strong relationships with custodians and sub-agents to facilitate smooth operations and timely settlements.

· Operational Efficiency:

• Continuously assess and improve operational processes to enhance efficiency and accuracy.
• Collaborate with IT and other departments to implement technological solutions that streamline operations and reduce manual workload.

Market Monitoring:

• Monitored and analyzed international market performance to inform investment decisions.
• Conducted research on market trends and economic indicators.

· Sales and Broker Collaboration:

• Collaborated closely with sales staff and inter-dealer brokers to facilitate efficient communication and operations.
• Supported sales team with market insights and investment product knowledge.

· Investment Advice:

• Provided tailored investment advice and recommendations to sales staff and directly to clients.
• Assisted clients in making informed decisions based on financial analysis and risk assessment.

· Trading Strategies:

• Developed and implemented trading strategies for diverse investor profiles, overseeing portfolio management.
• Monitored portfolio performance and adjusted strategies as needed to optimize returns.

· Market Analysis:

• Analyzed market sentiment through comprehensive research, valuation, and data analysis.
• Prepared reports and presentations on market trends and investment opportunities.

Feasibility Studies:

• Conducted feasibility, market, and financial studies for new projects.
• Assessed project viability and risks, providing recommendations based on analysis.

· Project Planning and Execution:

• Played a key role in planning and executing projects.
• Ensured projects aligned with objectives and timelines, coordinating tasks across teams.

· Reporting and Documentation:

• Prepared detailed reports and presentations summarizing study findings.
• Maintained accurate documentation to track project progress and outcomes.

Team Coaching and Training:

• Guided and trained 13 Enactus teams throughout Egypt in community development projects.
• Empowered teams to leverage entrepreneurship for impactful community initiatives.

· Organizational Support:

• Advised on team structures to enhance project management efficiency.
• Facilitated gap analysis and contributed to script writing for project presentations.