Fadi Ismail

Chartered Financial Analyst, Chartered Market Technician

Email fadi_isma@yahoo.com
Nationality Italian, Lebanese
Telephone 629 241265

PERSONAL SUMMARY
Professional with extensive knowledge and experience in Business Finance and working with clients with
a wide range of profiles, cultures and languages. Part-Time Business Finance Instructor and language
teacher.
Fluent in English (mother tongue - C2), Italian (mother tongue - C2), Spanish (C2), Arabic (A1), and basic
Russian (A1). Goal-oriented and results-driven.
Have lived and worked in the UK, Spain, Italy, Switzerland, Lebanon and Russia.
Part-Time Business Finance Instructor and language teacher.
Finance certificates obtained: Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT)

WORK EXPERIENCE
July 2021- Present American-Bashkir College, High Street Language School Ufa, Russia
Teaching English , Italian and French to Russian students of Pre-Intermediate, Intermediate and
Advanced levels.
Helped prepare students for the University of Cambridge IELTS as well as the First Certificate.

August 2014 – February 2019 CFA Instructor, Institut Supérieur de Formation Bancaire Institute,
Geneva, Switzerland
- Part-time instructor at the Institut Supérieur de Formation Bancaire Institute in Geneva helping
students prepare for CFA and in particular for the Equities, Equity Derivatives and Portfolio
Management sections of the programme between 2014-2018
- Professorship at the EU Business School in Montreux teaching Business Finance for the MBA
programme

October 2011 – June 2014 Investment Advisor, Deutsche Bank, Geneva, Switzerland
- Advise ultra-high net worth Middle Eastern clients with a client book of over 30 relationships
- On-boarded three large UHNW private clients with a net worth of above USD50mn
- Actively generated investment ideas for clients, especially in equities, forex and equity derivatives
- Developed hedging strategies to neutralise equity, interest rate and FX exposures thus minimising
volatility of clients' portfolios
- Actively traded equities, equity derivatives, currencies, and exotic options on currencies for 15-20
large active Middle Eastern clients, with ticket sizes of USD500k-USD1mn
 March 2008 – October 2011 Investment Advisor, HSBC Private Bank, Geneva, Switzerland
- Areas of geographic coverage: Middle East and North Africa, with extensive travel to the region
- Clients covered with AUM from USD10mn up to USD1bn+, including sovereign wealth funds and
quasi-institutional clients. Over 50 clients covered actively on a day-to-day basis
- Focus on improving clients’ return on assets, by providing investment ideas from a broad range of
asset classes, with a higher percentage derived from equities, derivatives, and structured products
- Daily contact with clients and key support to relationship managers with market feedback and
strategies

Sept 2005 – Sept 2006 Equity Co-Portfolio Manager, Absolute Capital Management, Palma de
Mallorca, Spain
- Carry out company analysis of European and US stocks
- Help co-manage one of the group’s event-driven funds (a €250-million European Catalyst Fund)
- Direct contact with company management to establish extensive industry/company research
- Look at intra-sectorial and inter-sectorial long/short pair trading strategies

EDUCATION
1993 - 1994 Masters in International Political Economy, University of Warwick, Warwick, UK (Dissertation on
the Regulation of Derivatives Markets)
1992 - 1993 Postgraduate Diploma in Economics, University of Bristol, Bristol, UK
1989 - 1992 BSc Philosophy and Sociology 2(I), University of Bristol, Bristol, UK

QUALIFICATIONS
2007-2009 Chartered Financial Analyst (CFA)
2009-2012 Chartered Market Technician (CMT)