Investment Associate
Ysquared Investments LLC
Total years of experience :11 years, 6 Months
• Assisted Portfolio manager in analysis and review of Investment transactions across Middle East and Africa.
• Monitored portfolio investments by overseeing investee operations and identifying key business issues.
• Liaised with the investee’s accounting, marketing, HR, and legal team to solve business challenges and operational roadblocks.
• Constructed and monitored financial models to evaluate performance under various operating scenarios.
• Conducted due diligence and documentation requirements for deals and transactions.
• Prepared deal presentations, proposals, and investment memoranda used for Investment decision making.
• Prepared quarterly performance newsletters for the investors of the company.
• Assisted in the management of a $250M+ diversified loan portfolio spread across various sectors covering Manufacturing, Servicing, Wholesale, Retail, Construction, FMCG, and Hospitality.
• Assisted in working capital structuring of bank’s portfolio by assessing Business Risk, Financial Risk, Market Risk, Management Risk, Security Risk, SWOT analysis, Account performance, Financial Spreadsheet, and Balance Sheet of the company.
• Analysed lending portfolio for account conduct, compliance, industry risk, limit utilization, watch listed/downgraded accounts, cheque returns, document deferrals, past dues and collections, adherence to covenants stated in proposals.
• Monitored the internal product-level performance, process efficiencies, and TAT management for management decision-making.
Babuntu is a private family-owned investment fund focused on trading US equities and Commodities.
• Support consultants by researching on US equities and specific industry groups.
• Develop custom order management techniques using an algorithmic execution platform.
• Analysed disruptive trends in various business models to identify low-risk high reward opportunities for asset management clients.
• Actively placed long/short equity trades on personal brokerage account in line with research findings.
• Able to use technical charting tools like Stochastic, MACD, RSI Index, and SMAs.
• Core duties involved pitching banks' premium products to existing clients over telephonic engagements.
• Actively prospect existing clients to invest in FGB’s Quick Cash and Balance Transfer products.
• Closed over $10 million worth of business spread over 400 clients in the span of 3 years.
• Communicated with more than 1, 000+ FGB clients over 3 years at FGB.
courses: CFA Level I, Level II, and Level III Cleared (1st Attempt) Dec 2015 - Jun 2017 CFA Institute