Assistant Investment Manager
Jezoor General Trading & Company
Total years of experience :12 years, 2 Months
Supporting on all aspects of investment division, including deal sourcing, investment research and portfolio allocation across asset classes (equity, sukuk's and real estate) in multiple markets.
- Successfully diversified into regional equities (Saudi Arabia, UAE and Qatar) and outperformed benchmark returns.
- Monitoring direct equity investments including (1) a serviced residency in Germany, (2) a metal galvanizing firm in Saudi Arabia, and (3) a fast-growing coffee chain in in Saudi Arabia.
- Evaluating, recommending, and strategizing start-up ventures; currently setting up a brownfield solar steel structure production firm.
- Evaluating M&A and build-operate-transfer (BOT) projects.
- Preparing valuation models (DCF, Relative Valuation, IRR's and NPV) to arrive at ask/bid price.
Senior AVP, Investment Research (Jan 2016 - Jul 2018)
- Led coverage rollout on over 60 companies listed in South and East Asia on behalf of Standard Chartered Bank.
- Sectors covered include automobile, banking, IT, power and energy, REITs, pharma and FMCG.
- Started off with one junior analyst and successfully led the expansion of the equity research team to six analysts.
- Analyzed and reported on various global and regional asset classes.
- Trained and mentored junior analysts.
Equity Analyst (Sep 2014 - Dec 2015)
- Supported a European bulge bracket investment bank covering small and midcap stocks listed in Germany.
- Authored equity research reports and investor marketing presentations.
- Prepared and maintained financial models with forecasts.
Sector lead for energy, telecom and chemical stocks listed in Sri Lanka.
- Authored investment research reports with actionable insights.
- Prepared and maintained financial models with forecasts.
- Built proprietary equity evaluation models.
- Prepared economic newsletters covering the global economy, equities, fixed income, currencies and commodities.
Charterholder