Abdullah Almogeil
Investment Analyst
Riyadh
Summary
As an Investment Analyst at the Saudi Central Bank - SAMA, I leverage a strong foundation in finance and investment analysis to support asset allocation decisions and conduct portfolio analysis. I earned a BBA in Finance with First Class Honors from King Saud University, graduating among the top 4 in my class. This accomplishment, paired with practical experience gained through a training program in investment management at Brown Brothers Harriman and a M&A internship at stc, has strengthened my analytical skills and given me a broad understanding of financial markets.
Through these roles, I’ve contributed to deal valuations, taken part in due diligence efforts, and presented key findings to senior leadership—experiences that sharpened both my technical abilities and communication style in real-world settings.
I’m proficient with industry-standard tools like Bloomberg, S&P Capital IQ Pro, and FactSet. My core strengths include valuation, financial modeling, problem-solving, and strategic thinking. I continue to grow professionally through ongoing certifications and training, always seeking to stay ahead in a fast-moving investment landscape.
Colleagues know me for my attention to detail and collaborative spirit. Above all, I have a passion for markets and a drive to deliver clear, thoughtful insights that help organizations make informed investment decisions.
Overview
2
2
years of professional experience
7
7
Certification
Work History
Investment Analyst
Saudi Central Bank
Riyadh
08.2024 - Current
- Contributed to asset allocation strategies, aimed at capturing alpha and effectively managing risk.
- Wrote and disseminated a weekly global markets update report to the investment management team, providing key insights on market developments.
- Delivered monthly market overview presentations to the investment management team, highlighting current market trends and their implications.
- Participated in quarterly meeting to present outlooks on various asset classes to inform and support asset allocation decisions.
- Analyzed portfolio performance, assessing positioning relative to benchmarks to ensure alignment with SAMA goals.
- Received comprehensive training in money markets, foreign exchange, fixed income, equities, and alternative investments.
Investment Management Training Program
Brown Brothers Harriman
New York
10.2024 - 11.2024
- Conducted financial analysis and valuation of a listed company using income & market approaches.
- Performed a comprehensive market and industry analysis to evaluate competitive dynamics and potential risks.
- Presented investment recommendations (buy, hold, or sell) to the broader team, assisting in the decision to add the company to the portfolio or forgo the opportunity.
- Conducted a credit analysis of a listed company issuances, evaluating liquidity, cash flow, and debt servicing capacity, including stress testing under market turmoil scenarios.
- Developed a detailed credit report and financial model, assessing the company's bond valuation, pricing, and attractiveness based on liquidity and spread analysis.
M&A Intern
STC
Riyadh
08.2023 - 03.2024
- Participated in the valuation of potential opportunities using income and market approach.
- Involved in the review of the comprehensive due diligence exercise and the assessment of key findings in which we flag key risk items to STC group executive.
- Closely monitoring market feedback / reaction & equity research analyst views on a multi-billion ongoing transaction.
- Familiarity with Bloomberg terminal, Capital IQ Pro, pitchbook and a large set of investment bank portals (J.P Morgan, Citibank, etc).
- Prepared a regular presentation on a mega transaction to STC senior management.
- Performed several WACC Analyses, including a comprehensive assessment of a mega transaction deal.
Education
Bachelor - Finance
King Saud University
01.2024
Skills
- Financial Modeling
- Valuation (Income/Market Methodologies)
- Microsoft Office
- Problem Solving
- Communication
- Financial Analysis
- Understanding Financial Statement (Income Statement, Balance Sheet, Cash flow Statement)
- Time Management
- Adaptability
Certification
- Passed CFA level I
- CFA Research Challenge 2024 Local Runner Up, CFA Society Saudi Arabia
- Saudi Central Bank Investment Immersion Program, Wharton Business School
- Certificate in Introduction to Securities & Investment (CME-1), CISI
- Certificate in Corporate Finance (CME-5), CISI
- Financial and Valuation Modeling Certification, Wall Street Prep
- McKinsey Forward Program, McKinsey & Company
Languages
Arabic
English
Personal Information
Title: Investment Analyst
Timeline
Investment Management Training Program
Brown Brothers Harriman
10.2024 - 11.2024
Investment Analyst
Saudi Central Bank
08.2024 - Current
M&A Intern
STC
08.2023 - 03.2024
Bachelor - Finance
King Saud University