Youssef Mohammed

Finance senior at the British University in Egypt (graduating May 2026) with 3+ years across operations management, trading, audit, and financial reporting.

Currently

Trader, Broker & Portfolio Manager at HC Brent Brokerage, managing client positions, executing orders, and building the firm's in-house portfolio management and automation software. In parallel, runs Ghanem CPA end to end — operations, AI automation, equity analysis, finance and accounting, marketing, HR, and B2B business development — closing new clients and delivering engagements. Active trader across crypto (Binance), FX, gold, and indices. Pursuing CMSA and FMVA (CFI).

Bilingual

Arabic/English, combining commercial instinct, technical build capability, and a strong audit and reporting foundation.

Trader, Broker & Portfolio Manager at new Brent Brokerage (2026-03 – Present)

• Manage day-to-day trading operations: execute and route client orders, monitor real-time price action and order flow, and ensure timely, accurate execution and settlement.
• Track and manage client portfolios and open positions on an ongoing basis; monitor exposure, balances, and execution risk, and flag issues before they affect the client.
• Designed and built an in-house portfolio management software to onboard and manage clients, track positions and performance, and automate reporting — replacing manual spreadsheet workflows and cutting turnaround time across the desk.
• Own end-to-end client relationships: discuss market outlook, respond to inquiries, and translate market data into clear, actionable recommendations.
• Built full working knowledge of brokerage operations — execution protocols, routing logic, back-office reconciliation, custody and settlement cycles, and regulatory/compliance requirements.

Operations Manager | AI Agent Manager — Equity Analyst | Finance & Accounting at Ghanem CPA (2025 – Present)

• Run day-to-day firm operations end to end: workflow planning, resource allocation, documentation and paperwork, engagement delivery, and quality control across a multi-client portfolio.
• Generate and close B2B leads for the firm — outbound prospecting, pitching, scoping and pricing engagements, and converting prospects into signed clients; proposals achieve a 60%+ acceptance rate.
• Designed and deployed AI automation agents (n8n + Claude/LLMs) to replace high-volume manual workflows — document processing, report generation, and client data pipelines — significantly reducing manual work and improving turnaround.
• Own marketing and HR for the office: firm positioning and company profile, client-facing collateral and pitch material, hiring, onboarding, and team coordination.
• Produce equity and financial analysis for clients: valuation models (DCF, comparable company analysis), performance reporting, and feasibility work supporting investment and consulting decisions.
• Handle finance and accounting for the firm and its clients: financial statements, trial balances, and management reporting under IFRS / Egyptian GAAP.
• Built an automated Google Sheets → Power BI reporting system tracking 500+ clients, eliminating manual consolidation and giving management live operational visibility.
• Represented the firm at the company annual conference in China.

Independent Crypto, Equity & FX Trader at Self-Directed (2022 – Present)

• Active crypto trader on Binance across spot and futures: reads order books and order flow, manages funding, slippage, and liquidity, and sizes positions against defined risk limits.
• Practical knowledge of the Egyptian crypto market — P2P and local payment rails, stablecoin (USDT) settlement, and the pricing spread between crypto-implied and official FX rates.
• Trade XAU/USD, major FX pairs, and NAS100 on MetaTrader 5 using ICT Smart Money methodology (liquidity sweeps, Fair Value Gaps, Order Blocks, multi-timeframe structure) combined with macro drivers: central bank policy, earnings, and geopolitical catalysts.
• Maintain strict risk management discipline: fixed risk-per-trade, position sizing, and capital allocation frameworks.

Junior Auditor & Financial Analyst at Daxin Global / Ghanem CPA (2022 – 2025)

• Audited 40+ clients across government and SME sectors; managed bookkeeping and ERP entries for 4 companies.
• Prepared and reviewed financial statements, trial balances, and management reports under IFRS / Egyptian GAAP.
• Built company valuation models in Excel including full DCF and comparable company analysis, applied to live client engagements.
• Produced financial analysis and performance reports supporting client decision-making and consulting engagements.

Market Research Intern at Diamond for Business Solutions (2025-01 – 2025-03)

• Conducted full investment research on the Egyptian automotive sector: market sizing, competitor analysis, regulatory landscape, and financial feasibility.
• Delivered an investment recommendation report covering risks, opportunities, and ROI potential to senior management.

Audit Intern & Administrative Assistant at AFS Corporate (2022 – 2023)

• Supported audit procedures for 20+ companies: trial balance preparation, client documentation, and financial report drafting.
• Performed bookkeeping for 2 companies on Odoo ERP; assisted with tax filing and regulatory compliance documentation.

Real Estate Sales Consultant at Independent / Freelance (2023 – Present)

• Advise clients on residential and investment property in the Cairo market; conduct valuations, market comparisons, and tailored investment cases.
• Manage relationships from first consultation through negotiation and closing; built a personal client base through referrals and direct outreach.

BSc in Finance – British University in Egypt (BUE) (2026-05-25)