Karan Mahajan

•Direct reporting to CEO
•Managing a large multi-billion portfolio comprising of GCC and International equities, direct private equity, private equity funds, fixed income, structured products and IPOs.
•Responsible for trading equities and liaising with brokers, placement agents and global General Partners
•Responsible for financial Analysis, modeling, valuations, performance presentation, etc.
•Representing Q Holding at AGM’s of portfolio companies and industry conferences

•Member of Investment team managing a multi-million-dollar portfolio for the family with investments across assets and geographies including GCC, US, Europe, and Asia
•Due diligence, analysis and reporting on real estate, equities, and alternative investments. Evaluate new PE deals (direct private equity, private equity funds, co-investments), monitor existing private equity portfolio investments and other alternatives like Hedge Funds, VC, Private Credit, Special Situations, REITs, IPOs, etc.
•Maintaining relationships with International GPs and private banks across strategies and products.
•Member of Audit Committee of Kings College Hospital, Dubai
•Member of Project Review Committee of Kings College Hospital, Dubai
•Member of Board Meetings of Kings College Hospital, Dubai

Fundamental analysis, financial modeling, and valuation on different companies in GCC/MENA (Dubai, Abu Dhabi, Egypt and Saudi Arabia) and developed markets; utilized DCF, DDM, RV and CAPM to identify entry and exit points for equity positions.
•Developed customized client reports and proposed investment opportunities to Portfolio Manager and CIO.
•Top to bottom handling of analytical aspect of leveraged and unleveraged carry trade deals in fixed income market including preparation of term sheets, indicative and final pricing etc.
•Back testing sharia compliant equities in USA, Emerging Markets and Europe across variety of sectors for designing optimum portfolios for our prospective clients.
•Responsible for quarterly results updates and maintenance of proprietary trading platforms.
•Contributed to daily monitoring of investment portfolio holdings and relevant peer groups for important company specific news or industry developments and global financial markets.
•Worked with Deputy CEO on real estate advisory deal involving construction of urban project in Cairo, Egypt. Also worked on development of REIT in Egypt.
•Created fact sheets for clients and hypothetical portfolio models for new/prospective clients.
•Prepared daily publication for market news and monthly market presentation highlighting my view and outlook for economies and various asset classes.
•Responsible for calculating and updating monthly fund performance statistics; also responsible for fund's periodic performance attribution & risk analysis, portfolio reviews on monthly basis.
•Attended investor conferences and conference calls with the goal of generating investment ideas.
•Assist RMs for new business and better existing client relationship management.
•Recent KPI also included mentoring junior investment analyst and involving him in the overall investment process

•Responsible for product development & sales effectiveness by analyzing performance of Emerging Business Banking, Small Business Banking and Agricultural Business Banking teams.
•Actively tracking loan book growth (PSL + Non PSL), NTB customers v/s enhancement, Total income, NII and overall performance and contribution of business banking team to Yes bank's growth
•Creating events for driving sales across channels and mediums. Directly responsible for a team of outbound credit analysts.
•Worked on strategies to target industries which were beneficiaries of “Make in India” campaign initiated by the Government of India.

•Implement strategies to raise awareness among the RMs/distribution channels to enhance penetration of wealth management investment offerings. This was facilitated through product notes, reports, presentations, and timely product recommendations, specifically in equities and fixed income.
•Spearhead the launch of new investment products in the country across all phases. Worked on global stability equity fund, a Fund of Fund to Nordea Fund and host of other close ended value funds.
•Manage the existing product portfolio and do modifications/ renewals as deemed necessary.
•Provide investments process and product support to RMs and clients on an on-going basis for better client relationship management.
•Develops methodology to measure and monitor results of product management effort and the product itself. This includes researching and identifying enhancements to existing product, gathering, and analyzing competitive data and market trends.
•Serve as the implementation liaison between the fund management team and other production areas, i.e., sales, finance, marketing, operations, and international business.
•Oversee the development of product packaging, pricing structure, marketing materials and a marketing plan.
•Responsible for conducting various due diligence exercises at the asset management as well as scheme level.
•Designed and released factsheet, global market outlook and strategy notes on a timely basis.
•Was also responsible for training new sales recruits, product champions, certified financial planners, and customer care representatives through in house and external trainings and lectures.