Tell me, what is wrong with my CV (3)?
A third brave soul has put their CV forward for review by the eFinancialCareers Gulf readership. Below is their profile (with all personal details removed) and little about their search for new employment so far. Can you offer some tips about where they may have been going wrong and what, exactly, can be improved about their CV?
I am currently looking to further my career with an asset management role in the Gulf region. Throughout my career I've been fortunate to successfully manage various asset classes and markets - energy, metals, foreign exchange, domestic and international equities. I am also familiar with Shariah-compliant investments. I also have over a decade's worth of experience in the region. So far, however, I have been unsuccessful in my search. Is this something to do with my CV?
SUMMARY OF QUALIFICATIONS
· Securities and Investment Institute UK (SII) - Islamic Finance Qualification (IFQ).
· Australian Securities and Investments Commission Accredited Adviser (RG146).
· Australian Financial Markets Association (AFMA) - Diploma of Financial Markets.
· Diploma of Financial Services (Financial Planning).
· Foreign Exchange Capital Markets Foreign Exchange Course.
· Australian Technical Analyst Association (ATAA) Member.
PROFESSIONAL EXPERIENCE
Securities firm
Accredited Wealth Adviser: Perth, Western Australia
Sept 2007 - Dec 2008
Australian Securities and Investments Commission (ASIC) Accredited Wealth Adviser and Relationship Manager for high (HNWI) and ultra-high (UHNWI) net worth individuals.
· Mastered an intimate knowledge of company products and services and presented such offerings with technical competence and confidence.
· Absorbed the values and ethos of the firm and presented those values consistently to clients, prospects and introducers.
· Consistent attendance and presentations at seminars, client hospitality events and follow-up on previous prospects.
· Confidently-comfortable presenting to individuals and large audiences of HNWI and UHNWI.
· Provide financial advice to clients dealing in the financial markets in matters including, but not limited to:
- Tactical asset allocation (TAA) and portfolio balancing.
- Technical and fundamental analysis and trading strategies.
- Risk management modelling.
- Macroeconomic and geo-political implications on prices and the consequential intrinsic fundamental value.
· Contributor to the firm's weekly recommendations distributed to clients.
· Research, prepare and broadcast market commentary and investment ideas to the client base.
· Built and established client trust and rapport through a professional service ethic, timely and accurate execution, investment recommendations, and quality of investment advice.
Hedge fund
Head of Asset Management: Perth, Western Australia
Sept 2005 - Sept 2007
Head of Asset Management for a private closed-end hedge fund.
· Provide asset allocation advice by leading a robust research department of fundamental researchers and quantitative analysts.
· In alliance with quantitative analysts managed the portfolio risk management models.
· Managed the asset allocation team to ensure provision of required services to the relevant business areas such as constructing model portfolios and advising on actual portfolios.
· Communicate changes in model portfolio weightings and asset allocation strategy in a timely and accurate manner.
· Monitor and evaluate service levels and processes in order to identify and implement improvements designed to meet and surpass customer expectations.
· Ensured audit standards and compliance was maintained and audit recommendations followed.
· Consistently outperformed respective asset-class benchmarks on managed portfolios, subject to the constraints of regulation, risk appetite, prudence and investment market conditions.
Portfolio performance was competitive with equivalent funds and relevant peer groups.
· Trading 'thought-leader' assigned to the quantitative analyst team that developed Shariah-compliant automated algorithmic trading systems (ATS) capitalising upon strategies that include:
- Cross-Asset Correlation
- Statistical Arbitrage
- High Frequency Short-Term Trading
- Trend Following
- Artificial Intelligence (Neural Networks)
· Exposure to equity markets (MENA and domestic) and foreign exchange.
· Collaborated with quantitative analyst team to research, develop, and test trading hypotheses to determine statistical validity.
· Conform to trading system development life-cycle of inception, creation, testing, implementation, production, trading, monitoring, suspension, and retirement.
· Development predominately C# and Java.
Own company
Founder: Delaware, USA
Oct 2004 - Sept 2005
Founder of an online precious metals dealer selling LBMA 'good delivery' investment grade bullion. Despite being a new entrant in the precious metal industry, we enjoyed phenomenal success over a short period; eventually being acquired by a competing precious metals bullion dealer.
· Conducted extensive market research for the precious metals market and identified niche opportunities that were under-serviced and thirsty for fulfilment.
· Negotiated supply contracts with refineries and bullion trading desks.
· Executed the procurement, sale and settlement of bullion orders.
· Managed logistical and fulfilment process of precious metals to customers worldwide.
· Established the commercial infrastructure required to transact globally in USD, Euro, GBP and AUD through familiarisation with the ecommerce payment solutions, banking and finance.
· Engineered the back-office process-flow and system-logic in coordination with programmers to ensure online experience was 100% functional to design.
· Spearheaded and implemented the corporate identity of the company.
· Responsible for marketing campaigns, both traditional and guerrilla marketing concepts.
Toy distribution firm
Business Development Manager: Dubai, United Arab Emirates
July 2003 - Aug 2004
Business Development Manager for the largest toy distribution company in the Middle East. Exclusively distribute global toy brands and today dominate the Pan Arabian market share with annual sales in excess of AED 14 billion.
· From inception, established firm's corporate culture through formulation of company-wide training programs, designed, engineered and documented corporate policies and procedures to include Employee and Agent Handbooks, Standard Operating Procedures, and Procedural Manuals.
· Project leader for Intellectual Property rights to include trademark protection throughout the Pan Arabian region for all the firm's properties and trademarks.
· Full responsibility for P&L and financial reporting through floor-to-ceiling expense control management.
· Spearheaded sales, marketing, and distribution initiatives by appointing and negotiating logistical partners and regional agents, to include inventory control, sales and marketing key performance indicators, media plans and agent compliance.
Family office
Senior Executive Manager to the Vice-Chairman: Sharjah, United Arab Emirates
May 2000 - March 2003
Mandated to represent the Vice-Chairman for a leading Family Office for a private consortium with more than AED 5 billion in assets comprising of proprietary investments, finance and insurance, retail and shopping malls, leisure and entertainment, heavy industry, sports, television network broadcasting, education, agencies, property development, information technology, and manufacturing.
· Represented the Vice-Chairman's interests in various capacities on a domestic and international level for numerous assignments and projects.
· Spearheaded strategic planning, organising, leading and control of the Vice-Chairman's office for the Group.
· Managed an investment portfolio of assets totalling AED 140 million.
· Established corporate reforms and the implementation of innovative and cost-effective internal control systems.
· Acquisition management, rationalisation and integration.
· New business development, start-up and trouble-shooting.
Petroleum company
Oil Trader: Sharjah, United Arab Emirates
Jan 1996 - Dec 1999
Oil trader for a petroleum company specialising in up and down-stream energy contracts within the Middle East and North Africa (M.E.N.A.) region.
·Traded Dubai crude oil contracts with physical delivery options.
· Procured primary crude contracts for resale on the secondary market.
· Maintained cross-border compliance on international transactions.
· Coordinated vessel charter and ship-to-ship transfer formalities.
· Coordinated with petroleum chemist quality enhancement techniques to increase yields on crude oil specifications.
· Learnt proprietary methods to convert slop, sludge and waste oil into marketable crude oil.
· Built an international client list forged on performance, reliability and customer responsiveness.
If you want to submit your CV to be reviewed on the site, please email <a href="mailto:editor_gulf@efinancialcareers.com"editor_gulf@efinancialcareers.com.