Kareem El Shamy, Senior Investment Analyst

Kareem El Shamy

Senior Investment Analyst

TAQA Gas (TAQA Arabia Subsidiary)

Location
Egypt - Cairo
Education
Higher diploma, Business Economics
Experience
2 years, 8 Months

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Work Experience

Total years of experience :2 years, 8 Months

Senior Investment Analyst at TAQA Gas (TAQA Arabia Subsidiary)
  • Egypt - Cairo
  • My current job since December 2023

• Conduct financial modeling to evaluate and interpret CNG Stations Capital investment
• Oversee 73 CNG Station & Downstream Projects Monthly, Quarterly, and Annual Performance
• Advises on economics and political risk while translating risks into financial terms.
• Conduct FP&A for the group budget, ad hoc projects and requests
• Update senior management about ongoing project status, variance reporting, and related performance metrics

Investment Associate at Pioneers Holding company
  • Egypt - Cairo
  • My current job since January 2024

• Conduct various financial models to asses the viability of the industrial arm of the Holding company.
• Generate new investment opportunities and assess current operating investments
• Conduct feasibility studies, due diligence, and M&A models on potential deals.
• Assist with deal execution for the industrial and the financial services transactions.
• Prepare Investment teasers, pitch decks, and investment memorandum upon requests

Graduate Teacher Assistant at American University in Cairo
  • Egypt - Cairo
  • December 2022 to July 2023

• Teaching Assistant for Investment Analysis (FINC 2101/01) course
• Provided explanations and addressed students inquiries on financial modeling concepts.

Graduate Equity Research Analyst at William Blair
  • United States - Georgia
  • December 2022 to December 2022

• Conducted Market Research on the Sports Apparel Sector
• Conducted an Initiation Coverage for for Lululemon (LULU)

Sell-Side Equity Research Analyst at Ostoul Capital Group
  • Egypt - Cairo
  • December 2021 to December 2021

• Conducted Market Research on the Egyptian Health Care Sector
• Conducted a DCF Valuation for Cleopatra Hospitals Group (CLHO)
• Conducted detailed review of EGX70 (DPS, EPS, P/E comparison)

Internship Experience

Summer Intern at Commercial International Bank
  • Egypt - Cairo
  • September 2019 to March 2020

Participated at Banking Acumen for uprising talent offered by the CIB. The program thoroughly brought my knowledge into banking-related knowledge of the trending initiation enacted by the Central Bank of Egypt - including the financial inclusion, fintech activities, and the cryptocurrencies trends that work on re-shaping the banking system in Egypt.

University Representative at CFA Research Challenge
  • Egypt - Cairo
  • September 2019 to March 2020

Represented Ain Shams University, the most winning local participant, at the CFA Research Challenge 2020 against eighteen different Egyptian universities. My team conducted a profound industry analysis, risk analysis, and comprehensive financial analysis for the whole pharmaceutical and healthcare industry within Egypt. That later transmits into a thorough company stock valuation of Ibnsina Pharma using both DCF and the relative valuation approach. Afterward, we issued an initiation financial coverage report with our investment recommendation.

Summer Intern at Shell
  • Egypt - Cairo
  • August 2019 to September 2019

• Participated at FX Desk that suffices clients demand for foreign currencies
• Monitored markets trading activities, volumes, fluctuations for risk exposure, and profit opportunities
• Participated in the operational management process of the auctions offerings by the central bank
• Exposed to different types of Intermarket transactions such as LCs and LGs offered by the institute

Summer Intern at Banque Misr
  • Egypt - Cairo
  • July 2018 to August 2018

• Participated in data entry tasks for numerical and categorical data for Branch Customers
• Prepared returned customers bank statements to the customer service department.

Education

Higher diploma, Business Economics
  • at The University of Chicago Booth School of Business
  • September 2024
Bachelor's degree, Finance (Hons)
  • at Ain Shams University
  • January 2024

Specialties & Skills

Private Equity
DirectX
Asset Management
Research
Financial Modeling
FINANCIAL SERVICES
INVESTMENTS
DUE DILIGENCE
FEASIBILITY STUDIES
R (PROGRAMMING LANGUAGE)
BUSINESS MODEL
CATEGORICAL DATA
CUSTOMER SERVICE
DISCOUNTED CASH FLOW
FINANCIAL INSTITUTION
Financial Modeling
Financial Planning and Budgeting
R Language

Social Profiles

Personal Website
Personal Website

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Languages

Arabic
Native Speaker
English
Expert
German
Beginner

Memberships

CFA Society Egypt
  • CFA Research Challenge Volunteer
  • September 2019

Training and Certifications

CFA Level 1 (Certificate)
Date Attended:
May 2023
Investment Foundation - CFA Institute (Certificate)
Date Attended:
September 2020
Financial Modeling & Valuation Analyst (FMVA) (Certificate)
Date Attended:
September 2022

Hobbies

  • Shooting Sport
  • Reading