United Gulf Financial Services North Africa

http://www.ugfsnorthafrica.com.tn/

Presented by Meriem KanzariAcademic advisor: Madiha Ferjani

Table of content Introduction UGFS & me Learning outcomesMSB before graduation UGFS influence on my career

developmentEvaluation of UGFS-NA

the company’s description

Mission:“Providing the best financial services and products to the customers.

Offering investment opportunities and superior return to the investors.”

number of employees: 17

clients or customers: The company has many customers, in the industrial field such as Somocer, Kharraz, and in the agricultural one like IS Huile.

competitors: There are few investment funds in Tunisia, so UGFS has few competitors:

-Atid -My Capital

•Introduction•UGFS_& me•Learning outcomes•MSB before graduation•UGFS influence on my career•Evaluation of UGFS_NA

UGFS_NA & meMy supervisor: Mr. Fares KHALIFA Financial

Analyst Department: Financial department

MSB Alumni : MBA program

•Introduction•UGFS_& me•Learning outcomes•MSB before graduation•UGFS influence on my career•Evaluation of UGFS_NA

tasks/assignments: Translation of Somocer documents form

French to English Market study : housing, cars, olive oil, datesFinancial statements of Kharraz company Companies portfolio (ARTES,UIB,CIL)Preparing a business plan for my own project

•Introduction•UGFS & me•Learning outcomes•MSB before graduation•UGFS influence on my career•Evaluation of UGFS_NA

Dates market study

Olive oil market study

challengesFinding the information and data, to make

an accurate forecast

Example: finding the housing and real estate data to be able to estimate the need of primary products which Kharraz produces

Learning outcomes

Academic related Learning Outcomes:

ExcelFinancial statements

Specific Job Competencies:Analyzing financial documents.Analyzing the market. Making forecasts about the turnover and the achievements of

the companies.Preparing the company portfolio.Preparing a company business plan.

•Introduction•UGFS & me•Learning outcomes•MSB before graduation•UGFS influence on my career•Evaluation of UGFS_NA

Personal Development Learning Outcome: Time managementGathering informationRely on myselfMake researches

MSB before graduation

More guest speakers who work in different domains

Hela Gharbi from Ernest & Young

Workshops: simulation of different tasks

•Introduction•UGFS & me•Learning outcomes•MSB before graduation•UGFS influence on my career•Evaluation of UGFS_NA

UGFS_NA influence on my career objectives

Sitting on a desk all day longResearching motivates me Financial statements

•Introduction•UGFS & me•Learning outcomes•MSB before graduation•UGFS influence on my career•Evaluation of UGFS_NA

Favorite department: Head of private equityMiss Afef Ben Mansour : Head of Private Equity. Her job consists on 3 steps: To find companies to acquire and execute

transactionsTo Work with the acquired company to

improve their results To find someone to buy the company ("exit

the investment") and execute the transaction.

evaluation of UGFS_NA

Positive aspect: decentralized authority made a good

working atmosphereInnovation: With a budget of 50 million

dinars Theemar Investment Fund is the first mutual fund risk Tunisian law claiming Islamic finance.

The objective: to contribute to the creation of 30 companies and 1000 job positions.

•Introduction•UGFS & me•Learning outcomes•MSB before graduation•UGFS influence on my career•Evaluation of UGFS_NA

Need to improve:By automating & trusting technologyIncluding everyone in the meetings

Family Hard workGives opportunities to young people

Thank you

Q&A Session