Senior Investment Analyst
Zamil Group
مجموع سنوات الخبرة :11 years, 9 أشهر
Analysis and reporting of various private equity and real estate deals and funds.
Daily reporting of cash flow position.
• Developed business valuations for firms based on appropriate assumptions that incorporated both the tangibles and intangible elements in deriving the equity value. The valuation methodologies used include Discounted Cash Flows, Market Multiple and Net Assets Valuation. Additionally, Comparable Company and Comparable Transactions Analysis were used as a cross check to identify if the equity values were in line with the valuation of similar companies regionally and globally
• Prepared Information Memorandums and Debt Information Memorandums for potential investors and banks explaining prospective investment and debt funding opportunities for various companies
• Developed business plans and recommended growth strategies for expansion of various businesses. Developed feasibility study reports for clients that wish to start up a new business. These reports provided clients with relevant market research including competitor analysis, suitable benchmarks, appropriate investment requirement and a pertinent financial outlook
• Reviewed financial models from clients and colleagues to ensure consistency, accuracy and integrity of the models. Further, verified that all assumptions applied are not erratic and follow an appropriate trend, evidenced either by comparable benchmarks or historical performance
• Communicated with clients in order to obtain information to prepare reports of high standards which are in line with the quality assured by Grant Thornton Abdulaal and deliver practical scenarios and financial forecasts of the companies over a specified projection period
• Assisted with the operational, financial and legal due diligence of a franchise
• Prepared proposals for various projects to explain the added value in the services offered by Grant Thornton Abdulaal compared to other advisory firms
• Assisted in the organization of a marketing event in order to promote Grant Thornton Abdulaal among local businesses
Industries worked in include Aviation, IT, Telecommunications, Real Estate, Manufacturing, Pharmaceuticals, Hospitality, Health Care, Banking and Financial Services, Education and Food & Beverage
• Developed business valuations for firms based on appropriate assumptions that incorporated both the tangibles and intangible elements in deriving the equity value. The valuation methodologies used include Discounted Cash Flows, Market Multiple and Net Assets Valuation. Additionally, Comparable Company and Comparable Transactions Analysis were used as a cross check to identify if the equity values were in line with the valuation of similar companies regionally and globally
• Prepared Information Memorandums and Debt Information Memorandums for potential investors and banks explaining prospective investment and debt funding opportunities for various companies
• Developed business plans and recommended growth strategies for expansion of various businesses. Developed feasibility study reports for clients that wish to start up a new business. These reports provided clients with relevant market research including competitor analysis, suitable benchmarks, appropriate investment requirement and a pertinent financial outlook
• Reviewed financial models from clients and colleagues to ensure consistency, accuracy and integrity of the models. Further, verified that all assumptions applied are not erratic and follow an appropriate trend, evidenced either by comparable benchmarks or historical performance
• Communicated with clients in order to obtain information to prepare reports of high standards which are in line with the quality assured by Grant Thornton Abdulaal and deliver practical scenarios and financial forecasts of the companies over a specified projection period
• Assisted with the operational, financial and legal due diligence of a franchise
• Prepared proposals for various projects to explain the added value in the services offered by Grant Thornton Abdulaal compared to other advisory firms
• Assisted in the organization of a marketing event in order to promote Grant Thornton Abdulaal among local businesses
Industries worked in include Aviation, IT, Telecommunications, Real Estate, Manufacturing, Pharmaceuticals, Hospitality, Health Care, Banking and Financial Services, Education and Food & Beverage
• Developed business valuations for firms based on appropriate assumptions that incorporated both the tangibles and intangible elements in deriving the equity value. The valuation methodologies used include Discounted Cash Flows, Market Multiple and Net Assets Valuation. Additionally, Comparable Company and Comparable Transactions Analysis were used as a cross check to identify if the equity values were in line with the valuation of similar companies regionally and globally
• Prepared Information Memorandums and Debt Information Memorandums for potential investors and banks explaining prospective investment and debt funding opportunities for various companies
• Developed business plans and recommended growth strategies for expansion of various businesses. Developed feasibility study reports for clients that wish to start up a new business. These reports provided clients with relevant market research including competitor analysis, suitable benchmarks, appropriate investment requirement and a pertinent financial outlook
• Reviewed financial models from clients and colleagues to ensure consistency, accuracy and integrity of the models. Further, verified that all assumptions applied are not erratic and follow an appropriate trend, evidenced either by comparable benchmarks or historical performance
• Communicated with clients in order to obtain information to prepare reports of high standards which are in line with the quality assured by Grant Thornton Abdulaal and deliver practical scenarios and financial forecasts of the companies over a specified projection period
• Assisted with the operational, financial and legal due diligence of a franchise
• Prepared proposals for various projects to explain the added value in the services offered by Grant Thornton Abdulaal compared to other advisory firms
• Assisted in the organization of a marketing event in order to promote Grant Thornton Abdulaal among local businesses
Industries worked in include Aviation, IT, Telecommunications, Real Estate, Manufacturing, Pharmaceuticals, Hospitality, Health Care, Banking and Financial Services, Education and Food & Beverage
Ernst & Young, Summer Internship in Audit July - September 2010
Responsibilities and skills gained include: • Obtained in depth understanding of insurance and investment banking industries
• Assisted in half yearly audit procedures and the review of Prudential Information Return (PIR) reports and Public Disclosures (PD) as per local statutory requirements
• Reviewed bank reconciliation statements and prepared analytical sheets for financial analysis
• Liaised audit issues with client and attained documentation with required information for resolution of the issues; this helped to build and maintain effective client relationships
• Worked within a team and supported the 'Fraud Investigation and Dispute Services' group in carrying a detailed review and in-depth analysis of the operations of an investment bank
• Worked within a team and analysed the current Islamic banking industry and its future prospects in Bahrain; presented the findings of the analysis to the partner of the firm
Citibank, Summer Internship in Wealth Management May - July 2010
Responsibilities and skills gained include: • Facilitated analysis and documentation of investment products and assisting in the management of 'high net-worth' client portfolios
• Communicated effectively with Citibank's regional headquarters in relation to Global FOREX, Money market operations and impact of global and domestic influences on the clientele catered by the bank
• Networked with investment managers and gained an understanding of the factors affecting the market, recessionary trends and strategies pertaining to the segregation of global investments
Canara Bank, Management Trainee Programme May - June 2009
Responsibilities and skills gained include: • Analysed insurance products and communicated its benefits to potential clients
• Evaluated the benefits and services pertaining to fixed deposits, term deposits, term loans, etc. given by the bank and completeness of documentation provided by the clients
• Documented loans required for import & export of goods to ensure compliance with internal and regulatory requirements
• Assisted in basic banking services such as pass book entries, deposits etc.
Bejo Sheetal Seeds Pvt. Ltd., Summer Intern April - May 2009
Responsibilities and skills gained include: • Assisted in maintaining accounts of the organization
• Contributed to boosting marketing activities undertaken by the organization
• Supported distribution and production activities to meet customer demand
Migrant Workers Protection Society (MWPS), Summer Volunteer April - May 2008
Responsibilities and skills gained include: • Facilitated the management and distribution of essential commodities to underprivileged workers
• Assisted in preparing strategies to ensure the effective distribution of these commodities
• Maintained and organized required documentation for identification of the underprivileged, support provided to them and future course of action if any
AWARDS AND ACHIEVEMENTS
➢ Certified by Anexas Consultancy SE for successful completion of the Lean Six Sigma Yellow Belt Training in quality management and statistical methodologies
➢ Certified by Symbiosis International University for successful participation and completion of the following additional modules: Direct & Indirect Taxation, Competency Mapping, Balance Score Card, Professional Approach to the Corporate World, and Stress Management
MSc in Financial Management with merit score in dissertation titled 'Application of Derivatives to P
BBA specializing in Corporate Management
CBSE curriculum