Senior Investment Analyst
Cairo Housing & Development Holding, Pioneers Holding Group
مجموع سنوات الخبرة :13 years, 11 أشهر
• Conduct feasibility studies for potential investment opportunities.
• Engage actively in managing and monitoring current investments and projects.
• Communicate with institutional investors to participate in investments and joint projects.
• Participate in M&A deals across holding company's subsidiaries and associates.
• Communicate with banks and leasing companies to secure credit facilities, loans and leasing agreements.
• Prepare financial models and term sheets; Pre-investment monitoring of the projects and valuation.
• Conduct 5-year financial forecasts and pro-forma financial statements on standalone and consolidated levels.
• Prepare financial performance appraisal reports based on set of KPIs and KFIs for holding company and subsidiaries.
• Prepare periodic planning & budgeting reports to management and conduct cost controlling tasks.
• Prepare periodic real estate sector note to evaluate company's market position and competitive edge compared to market peers.
• Take the responsibilities of investor relation affairs and dealing with retail and institutional investors, Egyptian Securities Exchanges (EGX) and regulatory authorities.
• Conducted and produce fundamental researches on publicly traded companies and industry researches over MENA region; such as Telecom Egypt (TE), Orascom Telecom (OTMT), Zain Bahrain and du.
• Developed equity valuations and conclude investment recommendations.
• Updated financial analysis and valuation work in our database.
• Liaised with institutional and individual clients and respond to their requests & inquiries.
• Maintained work relationships with the companies under coverage (investor relations and senior management).
• Performed DCF, fundamental multiples and NAV valuations on publicly traded companies listed on EGX; such as El Kahera Housing & Development, Telecom Egypt (TE) and Orascom Telecom (OTMT).
• Developed financial models for valuation purposes.
• Updated investment recommendations and concluded trading ideas.
• Wrote comprehensive industry analysis reports.
• Performed ad hoc projects on an as-needed basis including due diligence related research, statistical analysis, and industry level analysis.
• Performed several valuations for companies in sectors of financial services, retail, foods& beverage, healthcare and manufacturing such as National Investment Bank, Beltone Financial, Colgate Egypt, DAMAC Group, Hassan Allam Holding and Red Bull.
• Advanced financial analysis for due diligence, business valuation and conducting deals.
• Involved in merger & acquisition transactions through managing sell side, buy side and raising capital deals.
• Conducted financial feasibility studies to assess the financial and economic viability of the projects under study in various sectors.
• Constructed and developed financial models with plausible assumptions through scholarly research databases.
• Conducted accounting manual and authority’s matrix.
• Edited news related to financial markets and listed companies.
• Analyzed financial statements.
• Reported commentaries on markets performance.
• Covered market deals and major events.
• Communicated actively with all market participants including regulatory bodies, institutional investors, listed companies and investment banks.
• Collected and analyzed data to evaluate existing and potential products and services.
• Involved in competitive intelligence assignments.
• Monitored competitors and market conditions in the industry that may affect sales.
• Formulated the basis of the company's marketing plan.
• CFA level III Candidate, Registered for June 2017 Exam • Passed CFA level II Exam • Passed CFA level I Exam