Vice President - Asset Management (Global)
Arab Investment Company
Total years of experience :17 years, 0 Months
• Proprietary Trader for a multi-million Equity and Fixed Income portfolio across the Developed and Emerging markets. Consistently outperformed the ACWI Index and Barclays Global Aggregate Bond Index.
• Fund Manager for the about to be launched flagship AIC Global Fund.
• Constructed and implemented a US$ 20 million DM Equities strategy for an institutional client.
• Constructed and implemented a multi-asset US$ 10 million strategy for an individual client.
• Constructed and implemented a multi-asset GBP 15 million Portfolio for an individual client.
• Constructed and implemented a US$ 30 million leveraged USD Bond Portfolio for an institutional client.
• Constructed and implemented a US$ 20 million non-leveraged Bond Portfolio for an individual client.
• Investment Specialist for the bespoke Multi-Million US$ Family Trust. Providing asset allocation and investment advice in Global markets, as per Trust’s risk profile/strategic benchmarks.
• Member of the Asset management & Investment Committee.
• Develop and maintain banking/ asset management partner relationships with global and regional financial institutions/banks.
• Proprietary trader for a multi-million Fixed Income and Equity portfolio across the developed and emerging markets. Cash + return of 5%.
• Constructed a US$ 50 million Sukuk Portfolio for an institutional client.
• Constructed and ran a US$ 20 million USD Emerging Market Bond Portfolio for an institutional client.
• Investment Specialist, providing asset allocation and investment advice in global stock markets, bond markets and other asset classes including alternative investments.
• Acquired a US$ 20 million + Private Real Estate property in US for an individual client. Arranged mortgage and established tax efficient Private Holding Structure via onshore and offshore structures.
• Acquired a US$ 15 million + Private Villa in US for an individual client. Arranged mortgage and established tax efficient Private Holding Structure via onshore and offshore structures.
• Acquired a GBP 5 million + Real Estate Property in US for an individual client. Arranged mortgage and established tax efficient Private Holding Structure via onshore and offshore structures.
Analyst, India Power Utilities & Coal
Write investment research and issue research recommendations for institutional clients (Mutual Funds, Pension Funds and Insurance Companies, FIIs)
Providing opinions on the industry and specific companies within that industry, including investment recommendations and earnings estimates.
Perform company valuation using discounted cash flow, RI, accretion/dilution, sum-of-the-parts and comparable company analysis.
Senior Investment Analyst, Petrochemicals & Utilities, MENA Asset Management Group
Lead Investment Analyst for the Petrochemicals, Utilities & Real Estate sectors across MENA region.
Study the macro-economics and sectors to form opinions on the sector and specific companies within the sectors.
Perform company/financial valuation using DCF, accretion/dilution, SOTP and comparable company analysis, including earnings estimates.
Make investment decisions as per the fund guidelines and create alpha for the managed funds.
Key companies under coverage - Tasnee (NIC), Industries Qatar, Yansab, Sipchem, Saudi Kayan, Advance Petrochem, Gulf International Services (GISS), SABIC (Saudi Basic Industries), Qatar Electricity etc.
Managed Funds include:
$500 million Off-shore Fund: Co-fund manager of GIH’s Off-shore Fund, with an investment mandate of investing across the GCC region including companies in energy and petrochemical sectors.
$250 million 10 Large Cap Fund: Co-fund manager of GIH’s Kuwait focused 10 Large Cap Fund, investing in large cap companies.
$250 million Kuwaiti Fund: Co-fund manager of GIH’s Kuwaiti Funds, investing in companies listed on the Kuwait Stock Exchange.
$150 million Large Cap Fund: Co-fund manager of GIH’s GCC focused Large Cap Fund, investing in large cap companies.
$50 million EPADI (Energy & Petrochemicals) Fund: Co-fund manager of GIH’s EPADI Fund, with an investment mandate of investing in energy and petrochemicals companies across the GCC markets. Fund ranked no. 1 YTD (total return) across all its peers.
$20 million Bait El Mali Fund: Co-fund manager of GIH’s Qatar focused Bait EL Mali Fund, investing in Qatar listed companies.
$10 million GCC Islamic Fund: Co-fund manager of GIH’s GCC focused Islamic Fund, investing in Shariah compliant companies.
Private Equity & Venture capital studies involving industry analysis, company analysis, analysis of various exit options, valuation, and testing management guidance.
Research & Due diligence. Worked on Power, Real Estate & Infrastructure sector. Did SOTP valuation for Power companies and NAV valuation exercise for renowned real estate JV Company.
Achievements:
Selected for 6 months deputation in Private Equity Advisory Office, Delhi.
Private Equity & Venture capital studies involving industry analysis, company analysis, analysis of various exit options, valuation, and testing management guidance.
Research & Due diligence. Worked on Power, Real Estate & Infrastructure sector. Did SOTP valuation for Power companies and NAV valuation exercise for renowned real estate JV Company.
Responsible for managing HNI clients of the branch cluster and assisting them in their investment decision making.
Develop the bank's long-term strategic partnerships with HNI clients.
Ensure that the appropriate suite of investment products and solutions from across the HDFC group are offered to the client.
Achievements:
Appointed Cluster Head for training & development of Investment Consultants in the cluster for third party products.
Certification in Investment Performance Measurement
Complete all three levels of CFA at first attempt and earned my charter subsequent to that.
Topped in Semester 2. Stood III in Semester 1.