Aamir Khalid Zafar

Aamir Khalid Zafar

Aamir Khalid Zafar - Investment Manager at EFG Hermes with expertise in MENA markets, CFA, and CFP. Manages high-net-worth portfolios, specializing in emerging market opportunities and risk mitigation strategies.

aamirzafar@investortip.com

Education

  • University: The American University in Cairo (AUC) Years Attended: 2010–2014 Degree: Bachelor of Business Administration (BBA) in Finance
  • Advanced Degree: Master of Finance (MFin), London School of Economics (2016–2018)

Additional Training and Certifications Advanced Course:

  • "Global Investment Strategy," INSEAD (2021)
  • Certification: Certified Financial Analyst (CFA), earned in 2020
  • Certification: Chartered Financial Planner (CFP), earned in 2019

Languages

  • Arabic: Native
  • English: Fluent
  • French: Conversational

Career History

Commercial International Bank (CIB) Career History Junior Investment Analyst Years 2016–2018

Assisted senior analysts in crafting investment recommendations based on market research and financial trends. Conducted research on equities and bond markets to support investment decisions. Analyzed company financials and forecasted their profitability to inform investment strategies.

National Bank of Egypt Career History Senior Investment Analyst Years 2018-2021

Analyzed investment opportunities across the Egyptian market and the wider MENA region, providing data-driven recommendations. Contributed to the development of long-term investment strategies for government and private funds, with a focus on sustainable growth. Prepared detailed reports for major investors, offering insights into macroeconomic forecasts and market trends.

EFG Hermes Career History Investment Manager Years 2021-2023

Developing asset management strategies for international clients, focusing on investments in equities, bonds, and alternative assets. Conducting in-depth market analysis with a focus on emerging economies in the Middle East and Africa (MENA) region. Providing advisory services on investments in real estate and infrastructure projects, helping clients diversify their portfolios. Managing clients’ investment portfolios, focusing on risk mitigation and optimizing returns. Coordinating a team of analysts and financial advisors to execute investment tasks and develop personalized solutions for clients.

Professional Skills

  • Investment Strategy Development: Expertise in creating tailored investment strategies for international and private clients, including equities, bonds, and alternative investments.
  • Regional Market Knowledge: Deep understanding of financial markets in the MENA region, with a focus on Egypt and emerging markets.
  • Risk Management: Proficient in risk mitigation techniques, optimizing portfolio performance while minimizing exposure to market volatility.
  • Global Financial Markets Expertise: Skilled in analyzing global financial markets and identifying profitable investment opportunities.
  • Team Leadership: Experienced in leading teams of analysts and consultants, ensuring that investment strategies align with client objectives and market conditions.

Personal Qualities

  • Analytical Mindset: Strong analytical abilities, with the capacity to evaluate complex financial data and make sound investment decisions in volatile markets.
  • Quick Decision-Making: Adept at making fast, informed decisions under pressure, particularly in fast-moving financial environments.
  • Communication Skills: Excellent communicator, capable of building strong relationships with international clients and presenting investment strategies clearly and effectively.
  • Commitment to Growth: Always focused on personal development and improving his expertise in finance, with a passion for learning and acquiring new skills.

Publications

Article:

  • "Investment Opportunities in Egypt: A New Frontier for Global Investors" (Investment Journal, 2022).
  • A comprehensive analysis of new investment opportunities in Egypt’s growing economy, aimed at international investors seeking high returns in emerging markets.

Publication:

  • "Alternative Investments: The Rise of Private Equity in the MENA Region" (MENA Financial Review, 2021).
  • An overview of the growing popularity of alternative investments in the Middle East and North Africa, highlighting the role of private equity in transforming local markets.

Research:

  • "Risk Mitigation in Volatile Markets: A Strategic Approach" (Global Finance, 2020).
  • An in-depth look at strategies for mitigating risk in volatile financial markets, offering practical advice for investors navigating uncertain conditions.

Professional Activities

  • Speaker: MENA Investment Forum (2022) Delivered a keynote on the opportunities and challenges for global investors in emerging markets, particularly focusing on Egypt and the wider MENA region.
  • Panelist: "Emerging Markets: New Investment Horizons" at Bloomberg MENA Conference (2021) Discussed new investment opportunities in emerging economies and the role of alternative assets in diversifying portfolios.
  • Speaker: Middle East Private Equity and Venture Capital Conference (2020) Shared insights on the growing importance of private equity in the Middle East and its role in driving economic growth.

Awards and Memberships

  • Membership: CFA
  • Institute Award: "Best Young Investment Professional," EFG Hermes (2021)

recognizing Omar’s contributions to the firm’s investment strategy and his expertise in managing large portfolios.

  • Membership: Egyptian Association for Asset Management

Interests and Hobbies

  • Alternative Investments: Passionate about researching new trends in alternative investments and how they can be applied to emerging markets.
  • Philanthropy: Actively involved in charitable projects that aim to uplift local communities in Egypt, particularly through sustainable development initiatives.
  • Sports: Enjoys running and practicing martial arts, maintaining an active lifestyle to balance his professional commitments.
  • Travel: Frequently travels to explore emerging economies, learning about their financial markets and investment potential.
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