My supervisor had assigned me a project with Wealth Advisory Mandate (WAM) team. In WAM, we start by listening to clients. This helps us to determinedetermine the client’s perspective on wealth, their investment goals and appetite for risk. Using this information, we can develop a carefully considered investment plan and advise clients on potential opportunities. The goal of the project is to create a pitch book of a recommendrecommended Saudi stocks in two weeks. In the recommendrecommended list, the stocks wereare selected based on specific criteria created by a regional specialist. First, we gather financial information (e.g. Market Cap, P/E, P/B…) of all the stocks in Tadawul. After that, we selectedselect the stocks that matchedmatch the criteria. The project requires a full understandunderstanding of portfolio management and analysis of financial statementstatements, which is what I have studied in Assets Management course (FIN 462) and Financial Reports Analysis course (ACC 415). I have worked on the project with a team. My role is to doto research and create templates about Saudi stocks. We provide the templates to the client. I have also, worked with the compliance to ensure that our Key Operating Process is approvedin line with CMA regulations and rules.