Summary
Overview
Work history
Education
Skills
Websites
Certification
Languages
References
Timeline
Generic
Mahmoud Adli Kamal

Mahmoud Adli Kamal

Dubai

Summary

I am looking to be a member of the team work in a reputable & successful organization where my knowledge and ability could be fully utilized. Which enables me to be professional while meeting the organization goal and to have a chance to develop my skills that will get more experience to meet my ambition.

Overview

8
8
years of professional experience
2015
2015
years of post-secondary education
1
1
Certification

Work history

Senior account manager

Pu prime
03.2024 - 12.2025
  • Conducted onboarding sessions for new clients, training them on trading platforms, risk management, and operational procedures.
  • Providing technical and operational support related to account settings, platform usage, compliance, and funding/withdrawals.
  • Solid understanding of global financial markets and CFD products including FX, indices, commodities, and cryptocurrencies.
  • Deep understanding of market structure, leverage, margin requirements, and CFD trading product
  • Monitoring economic and political news
  • Managed key client accounts to ensure satisfaction and retention through regular communications.

Senior account manager

AUS GLOBAL
05.2023 - 03.2024
  • Conducted onboarding sessions for new clients, training them on trading platforms, risk management, and operational procedures.
  • Providing technical and operational support related to account settings, platform usage, compliance, and funding/withdrawals.
  • Solid understanding of global financial markets and CFD products including FX, indices, commodities, and cryptocurrencies.
  • Deep understanding of market structure, leverage, margin requirements, and CFD trading product
  • Monitoring economic and political news
  • Managed key client accounts to ensure satisfaction and retention through regular communications.
  • Developed strong relationships with key clients to enhance customer satisfaction and retention.

Senior account manager

GTC
01.2023 - 05.2023
  • Conducted onboarding sessions for new clients, training them on trading platforms, risk management, and operational procedures.
  • Providing technical and operational support related to account settings, platform usage, compliance, and funding/withdrawals.
  • Solid understanding of global financial markets and CFD products including FX, indices, commodities, and cryptocurrencies.
  • Deep understanding of market structure, leverage, margin requirements, and CFD trading product
  • Monitoring economic and political news
  • Mentored junior account managers to enhance their skills and professional growth.

equity trader (usa market)

BTC COMPANY
03.2022 - 12.2022
  • Stock analysis.
  • Making trading decisions.
  • Executing trades.
  • Risk management.
  • Market monitoring.

Account manager

EFG Hermes
01.2019 - 04.2021

Securitization Structuring .... Equity Trading & Market Execution ...

Private Equity Deal Sourcing .....Financial Modeling & Valuation


  • Assisted in structuring securitization transactions, preparing offering documents, and coordinating with legal and audit teams.
  • Supported the issuance of multiple securitization bonds for corporate and consumer finance clients
  • Ensured alignment with FRA regulations and investor requirements.
  • Execute trading strategies while ensuring compliance with regulatory and internal policies.
  • Conducted cashflow modeling, asset pool analysis, and stress testing for various securitization portfolios.
  • Built detailed financial models (DCF, comparables, scenario analysis).
  • Participated in deal sourcing, financial due diligence, and valuation for potential PE investments.


Account manager

CIB BANK
10.2017 - 01.2019

Equity Trading & Market Execution


  • Conduct research and analysis on stocks.
  • Make informed trading decisions.
  • Execute trades efficiently.
  • Manage risk effectively.
  • Oversee daily trading activities while ensuring full compliance with CIB policies and FRA regulations.
  • Achieved over 30% annual growth in assets under management by implementing diversified investment strategies.
  • Create, review and periodically update investment policy statements that match the needs and circumstances. ((IPS))
  • Monitoring client account margin and liquidation levels and informing them Construction, monitoring and ongoing evaluation and analysis of portfolio investments, including P&L analysis and risk management Monitor global markets for opportunities and trends that can be exploited by the company traders
  • Manage high-value client accounts and provide strategic investment advice across the Egyptian stock market.
  • Resolve client issues efficiently, ensuring exceptional service quality and maintaining high client retention levels.

Education

Bachelor of Commerce - Accounting Division

Mansoura University

Skills

  • Portfolio management
  • Derivatives trader
  • Corporate finance
  • Fixed income trader
  • Fx trader
  • Commodities Trader
  • Alternative investment (hedge funds private equity)
  • Equity trader (international financial market)
  • Technical analysis
  • Very good user of Microsoft office (Word, Excel, Power point)
  • Proficient in using Internet in Research

Certification

  • CFA level 1
  • Oracle financial

Languages

Arabic: Native
English: Fluent

References

Available upon request

Timeline

Senior account manager

Pu prime
03.2024 - 12.2025

Senior account manager

AUS GLOBAL
05.2023 - 03.2024

Senior account manager

GTC
01.2023 - 05.2023

equity trader (usa market)

BTC COMPANY
03.2022 - 12.2022

Account manager

EFG Hermes
01.2019 - 04.2021

Account manager

CIB BANK
10.2017 - 01.2019

Bachelor of Commerce - Accounting Division

Mansoura University
Mahmoud Adli Kamal