Yousra Acherqui, CQF
ASSET MANAGEMENT SALES
Dubai, UAE
Summary
- Excellent understanding of the Asset Management Industry; and the strategies leading to AUM and revenue growth (across diverse distribution channels).
- Highly client-oriented, with excellent presentation skills and a proven track record of customer success.
- Excellent understanding of the Asset Management business across its full value chain; with the great ability to advise on the capabilities required for business expansion.
- Great ability to market investment management capabilities with a particular focus on investors based in the Middle East.
- Highly collaborative, and passionate about training and empowering teams to successfully market diverse type of strategies.
Overview
11
11
years of professional experience
8
8
years of post-secondary education
1
1
Certificate
4
4
Languages
Work History
Market and Product Specialist MEA
Bloomberg LP
Dubai
09.2020 - Current
- Key reference point in MEA for complex topics for the Buy-Side (Open architecture, Risk Models Cross-Assets, Integration Challenges; and Python-based workflows)
- Successfully lead Bloomberg Buy-Side Business Strategies for the most sophisticated clients in the UAE, South Africa, and NWA
- Positioned the most sophisticated product suite including an advanced Python based platform and its cloud based ecosystem
- Developed highly creative proprietary business plans; to deliver results in alignment with Top Management priorities
- Worked on various ESG themes with the Investor Relations community in the region
- Conducted more than 100 webinars around highly technical buy-side topics
- Built a very strong credibility with clients, and senior stakeholders in the organization
- Delivered results consistently above all targets (7x P&L, plural standard deviations above global averages for client adoption metrics, community management metrics etc.)
Assistant Vice President, Senior Equity Analyst
Mashreq Capital DIFC
Dubai
12.2019 - 08.2020
- Covered Oil & Gas, Petrochemicals, Telecom and Healthcare in Emerging Markets and conducted in-depth sector, fundamental research, and financial modeling to support recommendations
- Assisted with portfolio management, as well as risk analysis and monitoring
- Automated investment workflows (VBA macros, Bloomberg API, Python)
- Used quantitative models for idea generation and for building proprietary forecasting models
Investment Analyst
PLC Contracting
Dubai
04.2019 - 12.2019
- Conducted detailed investment analysis, calculations and reports.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Managed the acquisition of an Agricultural farm in Sicily
Freelance Consultant
Self-Employed
Casablanca
01.2017 - 03.2019
- Supported French-speaking Moroccan SMEs raise funds from foreign English-speaking investors
- Served English-speaking investors who needed specific research on sectors in Morocco
- Provided the following services: writing investment memos, company valuations, writing research reports, contributing news articles in Finance, and French/English financial translation and interpreting
- Provided investment consulting services to the largest fitness groups in Morocco; and managed operations and teams on an ad-hoc basis
Equity Analyst
CFG Bank
Casablanca
01.2015 - 12.2016
- Built detailed models for each coverage company in the Real Estate and TMT industries listed in the Casablanca stock exchange. Developed relationships with coverage companies and industry players to enhance research
- Published reports and in-depth research pieces, and conducted regular calls with clients based in the US, the UK, South-Africa and the GCC
- First analyst in the market to publish a comprehensive industry primer about the real estate sector in Morocco with contrarian buy recommendations which yielded great returns for clients
- Great track-record of correctly predicting long-term industry trends and timely recognizing new opportunities on the market (consistently published accurate recommendations for the Telecom sector)
- Created the daily pre-market newsletter for investors (first in the market) summarizing all overnight developments, new macro releases and providing all new data points relevant to the markets
- Contributed heavily to the organization of the 1x1 equity conference for foreign investors
Equity Analyst
Delphin Investments LLC
Greater NY area
01.2014 - 12.2014
- Conducted research for Health Care (primarily Biotech) and Natural Resources U.S. Small-Cap equities
- Positioned Health Care and Energy within the top three contributors
- Turned around Biotechnology from a detractor in 2013 to one of the top three contributors
- Built the equity research infrastructure: automated valuation models using VBA and R
- Led a daily morning research call, and contributed heavily to Sales presentations
Quantitative Research Intern
State Street Global Advisors
Boston, MA
09.2013 - 11.2013
- Worked on a project to create an actively managed ETF from an existing strategy by optimizing the tracking error: back-tested various portfolio construction strategies in Matlab and delivered the optimal solution
- Analyzed comparable passive and active strategies to gauge the level of alpha generation by active management using Axioma
Financial Products Intern
Bloomberg LP
London
07.2013 - 09.2013
- Received the “Bloomberg achieving results award”
- Developed advanced expertise of the Bloomberg product suite
Equity Analyst
360 Huntington Fund (Northeastern University endowment fund)
Boston, MA
08.2012 - 06.2013
- Covered equities (financials). Monitored and reported the daily performance of the fund
- Created a new performance spreadsheet (Excel VBA) and managed an accounting specialist
Teaching and Research Assistant
Northeastern University
Boston, MA
08.2012 - 06.2013
- Conducted heavy data analysis using R; and taught a financial management course to undergraduate students
- Published “A Symmetric Super Bowl Prediction Model” in the Financial Markets and Portfolio Management journal
Education
Certificate in Quantitative Finance
FitchLearning 11.2013 - 02.2016
Master of Science - Finance
Northeastern University
Boston 08.2012 - 12.2013
BBA -
CEFAM, International School of Business & Mgmt
Lyon, France 08.2011 - 08.2012
Engineering (Pre-Engineering)
Institut National Des Sciences Appliquées
Lyon, France 09.2007 - 06.2011
Skills
Market Intelligence, Strategy, Competitive Intelligence
Financial Markets, Asset Allocation, Strategy Cross-Asset
Presentations, and Writing in English, Arabic, French
Sales, Pre-sales, RFP/RFI, CRM Management
Portfolio Management, Risk Management
Asset Management Operations and Vebdors: Bloomberg, Factset, Simcorp, Axioma
Road-shows, seminars, webinars, Thought leadership
Leadership, Training
Excel, Word, Power-Point, Python
Certification
Certificate in Quantitative Finance (CQF)
Timeline
Market and Product Specialist MEA
Bloomberg LP
09.2020 - Current
Assistant Vice President, Senior Equity Analyst
Mashreq Capital DIFC
12.2019 - 08.2020
Investment Analyst
PLC Contracting
04.2019 - 12.2019
Freelance Consultant
Self-Employed
01.2017 - 03.2019
Equity Analyst
CFG Bank
01.2015 - 12.2016
Equity Analyst
Delphin Investments LLC
01.2014 - 12.2014
Certificate in Quantitative Finance
11.2013 - 02.2016
Quantitative Research Intern
State Street Global Advisors
09.2013 - 11.2013
Financial Products Intern
Bloomberg LP
07.2013 - 09.2013
Equity Analyst
360 Huntington Fund (Northeastern University endowment fund)
08.2012 - 06.2013
Teaching and Research Assistant
Northeastern University
08.2012 - 06.2013
Master of Science - Finance
Northeastern University
08.2012 - 12.2013
BBA -
CEFAM, International School of Business & Mgmt
08.2011 - 08.2012
Engineering (Pre-Engineering)
Institut National Des Sciences Appliquées
09.2007 - 06.2011