Open to opportunities

Jawad Khalife

@jawadkhalife

Message

I build investment, treasury, and FX solutions for corporate and high-net-worth clients.

Lebanon

Message

What I'm looking for

I'm looking to lead or advise on investment, treasury, capital markets, and business-development initiatives where I can build client relationships, structure trading solutions, and navigate complex market environments.

I've advised high-net-worth individuals, entrepreneurs, and corporate clients across Lebanon and the GCC on investment strategy, liquidity management, portfolio allocation, and alternative investments. I execute high-value transactions across FX, fixed income, and OTC markets while delivering macroeconomic analysis and risk-aware investment strategies.

Previously, I led Treasury & Capital Markets sales at Bank Audi, structuring FX hedging solutions and managing corporate relationships, market-making, and FX positioning. My background also includes trading FX and fixed income at BankMed, developing investment products, supporting an FX Options Desk initiative, and building regional partnerships through periods of exceptional financial volatility.

Experience

Work history, roles, and key accomplishments

Current

Independent Investment & Financial Advisor

Current

Self Employed

Nov 2020 - Present (5 years 9 months)

Advised high-net-worth individuals and corporate clients on investment strategy, liquidity management, and portfolio allocation. Executed high-value transactions across FX, fixed income, and OTC markets.

Investment Advisory Portfolio Management Liquidity Management Foreign Exchange Fixed Income OTC Risk Management Client Management Macroeconomic Analysis

Education

Degrees, certifications, and relevant coursework

CFA Institute

Chartered Financial Analyst, Finance

Earned the Chartered Financial Analyst (CFA) designation, demonstrating advanced expertise in investment management and financial analysis.

American University of Beirut

Bachelor of Business Administration, Finance

Completed a Bachelor of Business Administration with a focus on Finance, building a strong foundation in financial principles and business management.