Head of Investment
Trust International Insurance & Reinsurance (Trust RE)
Total years of experience :21 years, 7 Months
Heading a $500M diversified portfolio invested in Equity, Fixed Income, Private Equity, and Real Estate, while supervising a performance-driven Investment team.
Develop, recommend, and implement policies, strategies, and initiatives of liquidity & investment program and prepare an annual investment plan. Create an entire investment management platform and review process including systems, allocation models to meet risk management criteria, and implementation strategies for the investment process. Develop and direct execution of programs to achieve investment objectives for portfolios. Review, analyse, and select investments to fit portfolios. Achieve investment committee targets by spearheading all operations of the investment department including, strategic asset allocation, asset-liability matching, liquidity management, investment guidelines, and preparation of procedure manuals.
• Planned, established, and developed investment department over the years in accordance with international standards. Developed and implemented asset allocations/Investments Strategies that consistently outperformed the benchmark.
• Achieved bottom line results by formulating and defining a detailed investment process that helped in streamlining investment activities and making prompt decisions.
• Led the execution of financial due diligence and negotiations for $500M credit facilities. Achieved $300k in cost-cutting on annual basis by restructuring an investment plan
• Reduced portfolio non-compliance to investment policy and guidelines by developing a real-time monitoring system to address the risk and shortfall on a timely basis.
• Simplified the complex information and enabled prompt decision making by creating a valuation report listing all necessary financial models, risk assessments, financial statement forecasting, and comparisons.
Held concurrent responsibility of handling clients’ equity and fixed income portfolios in the asset management department.
Competently delivered active functional support by conducting research and analysis on new industries, creating financial models, and preparing investment presentations. Provided impeccable PE models for Real Estate, Agriculture, and Manufacturing industry. Assessed investment attractiveness and effectiveness around international markets through valuation analysis and financial modeling. Improved portfolios’ credibility by coordinating with the senior management of geographically disbursed companies for performance valuation, monitoring, and evaluation.
• Uncovered and secured investment opportunities by conducting detailed analysis, and monitoring both equity and credit markets.
• Liaised with third party consultants while undertaking financial /legal due diligence on target companies.
Controlled a diversified investment portfolio of $750M as a member of a highly professional portfolio management team; efficiently handled treasury function, fixed income book, and the sharia-compliant equity portfolio.
Researched financial information to make the best investment decisions for clients. Led all treasury functions including money market and foreign exchange transactions. Maximized investment returns by constructing diversified investment portfolio.
• Optimized returns of price targeted companies by utilising various models including discounted cash flow, comparative analysis, and diversified trading model.
• Analysed and delivered detailed investment proposal reports comprising investment structure, project sponsor’s discussion, risk analysis, and suitable investment recommendations.
courses: CFA Institute, USA Passed Level 1