Senior Investment Analyst
FACT
Total years of experience :10 years, 9 Months
Senior Investment Banking Analyst • FACT • Sep 2019 - Currently
Reviewing and analyzing investment banking transactions, along with direct interface with vendors, clients to broaden the cliental database. As well as an IFA valuator, were as operated as a lead analyst in the following transactions:
Valuation (2019):
• Belton Holding,
• MUP,
Valuation (2020):
• Pioneers Holding,
• Egyptian IVF.
Assessed operational and business strategies of clients and prospects,
including working capital analysis and process improvements that
streamline workflow, improve operational efficiency and increase
financial performance, as well as providing the needed financial
instrument to maximize returns at the bottom line
Capital Raising (2018):
• Agriculture Sector (EGP 4.4bn),
• F&B Sector (EGP 450mn),
• Renewable Energy (USD 4bn),
Acquisition (2018):
• Education Sector (EGP 700mn)
Bond Issuing (2018):
• Chemicals Manufacturing Sector (EGP 1.1bn)
Worked on an initial public offering (IPO) through preparing fair value
valuation analysis utilizing both income and multiple approach,
IPO listed (2017):
• A.T. Lease (Financial Leasing)
Ahmed Shokri
Conducting feasibility studies for various investments in different markets
including:
• Market analysis, a quantitative and qualitative assessment of the
market.
• Economic analysis, providing insight into how markets operate,
and offers methods for attempting to predict future market
behavior in response to events, trends, and cycles.
• Financial vision, a detailed statement of what a company wishes to
accomplish during its operations.
• Strategic objectives, long-term organizational goals converting a
mission statement from a broad vision into more specific plans and
projects.
• Financial policies, policies related to the regulation, supervision,
and oversight of the financial and payment systems, including
markets and institutions, with the view to promoting financial
stability,
• Develop a customized proposal for each client’s specific
requirement.
• Participate with management and business leaders to understand
sales, revenue and expense drivers and monitor performance
against established targets
• Prepare & communicate with management the financial statements
report during the month-end, year-end and budget, forecast and
reporting process.
• Prepare & communicate with management analytical financial
reports by product line comparing actual vs. plan/forecast with
justifications to discrepancies
• Handle, support, participates in the department activities as
management reporting, budget preparation, financial analysis and
performance analysis.
• Prepare the monthly/quarterly/yearly financial statements &
analysis reports to support the top management with financial
decision making.
• Created five-year Pro-Forma financials and capitalization/
valuation structure.
• Performed strategic analysis to determine core competencies of
company.
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