Tareq Aloreidi
Amman
Summary
Results-driven professional with extensive experience in accounting, brokerage, and investment. Skilled in financial management, client relations, and strategic decision-making, now seeking a management role to leverage expertise and drive organizational success.
Overview
23
23
years of professional experience
Work History
Investment Accountant
Gazeerat Al Nakheel Holding International Company ( Investment Arm of Palestine Investment Fund)
04.2014 - Current
- Record, reconcile, and maintain accounting records for investment portfolios, including equities, fixed income.
- Prepare and review journal entries, accruals, and reconciliations related to investment transactions.
- Monitor investment performance, returns, and income recognition.
- Ensure compliance with internal controls, company policies, and accounting standards (IFRS).
- Prepared accurate and timely financial statements, ensuring compliance with regulatory requirements and consistency across portfolios.
- Established strong relationships with key stakeholders such as brokers, and custodians to facilitate effective communication and seamless transactions.
- Streamlined financial reporting processes for improved efficiency and accuracy in portfolio management.
- Prepared working papers, reports and supporting documentation for audit findings.
Procurement Officer
Palestine Investment Fund
10.2012 - 03.2014
- Built relationships with vendors to negotiate ideal terms for purchases.
- Maintained detailed records of all procurement activities for reference purposes as well as for auditing and compliance.
- Developed strong partnerships with vendors to secure favorable pricing, payment terms, and delivery schedules.
- Managed procurement projects from initiation to completion, ensuring timely delivery of goods and services.
Investment Analyst
Palestine Investment Fund
10.2011 - 09.2012
- Established ( Micro finance ) Project for Palestinian refugees camps in Lebanon.
- Assessed borrower creditworthiness through qualitative and quantitative analysis of financial statements and business plans.
- Provided tailored financial solutions for borrowers by understanding their unique needs and preferences.
Stock Broker / Local Market
Shareco Brokerage Co.
03.2005 - 05.2010
- Handling brokerage services at Amman Stock Exchange, trading all listed securities on the market.
- Efficient execution of Buy/Sell orders. In addition to support the back office operation to guarantee an accurate and fast processing of transactions.
- Customers accounts management through direct personal contacts.
- Supervising all brokerage activities within the firm as well leading the brokerage team to achieve better performance.
- Analyzed market trends to identify profitable investment opportunities for clients.
Money Exchange Officer
Abu Sheikha Exchange Co.
02.2003 - 11.2004
- trading all kinds of currencies.
- Western Union Money Transfer Officer.
- Customer Service.
Education
Bachelor of Accounting - Business
Amman Al Ahlya University
Amman01-2004
Brokers Training & Certification Program -
Institute of Banking Studies
Amman01-2004
Skills
- Microsoft Excel
- Financial reporting
- SAP system
Timeline
Investment Accountant
Gazeerat Al Nakheel Holding International Company ( Investment Arm of Palestine Investment Fund)
04.2014 - Current
Procurement Officer
Palestine Investment Fund
10.2012 - 03.2014
Investment Analyst
Palestine Investment Fund
10.2011 - 09.2012
Stock Broker / Local Market
Shareco Brokerage Co.
03.2005 - 05.2010
Money Exchange Officer
Abu Sheikha Exchange Co.
02.2003 - 11.2004
Bachelor of Accounting - Business
Amman Al Ahlya University
Brokers Training & Certification Program -
Institute of Banking Studies
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