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Alya Binqasim

Alya Binqasim

Wealth Management Intern

كفاءة
Riyadhعضو منذ ٢٦ سبتمبر ٢٠٢٦
Financial modelingMorningstarAdvanced Excel (PivotTables)SalesforceSQLTableauPowerPointSAP (ERP overview)
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Financial modelingMorningstarAdvanced Excel (PivotTables)SalesforceSQL

نبذة

Collaborated with associates on a team managing over $60B in assets for high-net-worth and institutional clients, primarily within Retirement Plan Consulting Services (RPCS) Conducted due diligence on mutual funds, ETFs, and alternative investments to support advisors with portfolio construction and investment recommendations Assisted with the quarterly reporting processes for 20+ portfolios

الخبرة

Wealth Management Intern at UBS Financial Services Inc. (2025-05 – Present)

  • Collaborated with associates on a team managing over $60B in assets for high-net-worth and institutional clients, primarily within Retirement Plan Consulting Services (RPCS)
  • Conducted due diligence on mutual funds, ETFs, and alternative investments to support advisors with portfolio construction and investment recommendations
  • Assisted with the quarterly reporting processes for 20+ portfolios

Consultant at Table Top Village LLC (2025-04 – 2025-06)

  • Uncovered approximately $1.4M in financial discrepancies by analyzing QuickBooks data and identifying double counted revenue and misclassified expenses.
  • Recommended A2X integration to automate reconciliation between Shopify and QuickBooks, reducing manual entry and error risk by 90%.
  • Synthesized findings into a strategic report and presented an implementation plan directly to the client, enhancing operational transparency and stakeholder confidence.

التعليم

Bachelor of Arts in Business Administration, Concentration: Finance & Accounting – University of Washington, Michael G. Foster School of Business (2026-06)

المهارات

Wealth Management Intern

التقييمات