Khurram Shahzad, Senior Investment Manager-Investment Sector

Khurram Shahzad

Senior Investment Manager-Investment Sector

Saudi Telecom Company

Location
Saudi Arabia - Riyadh
Education
Diploma, CFA Charterholder-Finance
Experience
24 years, 5 Months

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Work Experience

Total years of experience :24 years, 5 Months

Senior Investment Manager-Investment Sector at Saudi Telecom Company
  • Saudi Arabia - Riyadh
  • My current job since March 2009

Assistance in Merger & Acquisition transactions, financial modelling, deals analysis, deals negotiation, valuations and portfolio management.
Review and management of financial due diligence on targets.
Develops detailed understanding of subsidiary business environment including regulatory environment, competitive strengths and challenges, and other business issues in order to utilize this information for validation and bench marking.
Monthly, quarterly and year-end operational and financial analysis of STC Group Companies.
Review of STC Group Companies budgets, long range plans and strategic plans.
Liaison with auditors, financial consultants, management consultants and Investment banks.
Performance reporting to senior management of STC Group Companies.
Corporate Governance of STC Group companies.
Assistance on the Board and senior management on the business and financial activities of the STC Group Companies.
Review of risk profiling and analysis of audit risks of STC Group Companies.
Reviews subsidiary funding requirements highlighting any areas of concern.
Consult with the STC Group Companies in order to select the appropriate derivative instruments for hedging foreign currency and interest rate risks.
Assisting STC representatives in STC Group Companies Board of Directors, Audit Committees and Remuneration Committees.
Analysis and recommendation on the subsidiaries, associates and affiliates Board of Directors resolutions.
Coordination in funding activities at STC Group Companies.
Impairment testing of Goodwill of STC Group Companies.
Tax efficient structuring for the STC investments in different jurisdiction.
Review of STC acquired investments Purchase Price Allocation reports.
Formal organised training of financial analysis to the team members.

Vice President-Investment Banking at AB Capital-Member of Arab Banking Group
  • United Arab Emirates
  • September 2008 to February 2009

Business analysis and business valuation of manufacturing concerns.
Advisory assignments on buy and sell side Merger & Acquisition
Creation of financial model to be used for business valuation, expansion, budgeting, performance management, capital budgeting, forecasting, tenders bidding etc.
Formal organised training on business valuation and financial modelling to the entire investment banking team.

Manager-Corporate Finance at KPMG
  • Saudi Arabia - Riyadh
  • April 2006 to August 2008

Understanding of the client’s business model, preparation of financial forecast, financial modelling and preparation of relevant reports and presentations.
Advisory assignments on independent business valuations, indicative valuation, business plan, Merger & Acquisition deals and private placement.
Purchase Price Allocation of acquisition by the one of the big telecom operator in the region.
Coordination and assistant in financial due diligence.
Preparation and execution of engagement letter, assurance of risk compliance procedures, efficient client’s service assurance and quality control.
Preparation of Management Discussion and Analysis.

Manager-Corporate Finance at Crescent Standard Investement Bank Limited
  • Pakistan - Lahore
  • February 2004 to April 2006

Client’s comprehensive business and financial analysis.
Summarize the financial position of the client, analysis of past experience and performance, evaluation of management capability and preparation of reports on financial and operational efficiency and effectiveness.
Preparation of financial projections and forecast, Information Memorandum and Private Placement Memorandum for clients.
Arrangement of project financing, private placement, restructuring, leasing, sale and lease back, deal management and financial advisory.
Review of risk management policies of the financial Institutions and their possible exposure in different sectors, to identify possible room for credit approvals for clients.
Preparation of engagement letters for advisory services.
Coordination with the State Bank of Pakistan for the settlement of loans of sick industrial units, as per the State Bank prudential regulations.
Preparation of investment portfolio records.
Management reporting on the investment performance of fund managers.

Customer Sales Advisor at British Gas Plc
  • United Kingdom
  • October 2001 to November 2003

Direct sale of Domestic Energy, Household Insurance and other products by cold calling.
Advisory on the basis of competitive edge to the present and prospective clients.
Assistance in the preparation of necessary documents, submission with the company and follow up to assure the hassle free swap.
Tele sale and assurance call to confirm account swap acceptability.
Weekly Work design for entire team and team management.
On the field training to team workers.

Warehouse Operative at Unichem Plc.
  • United Kingdom
  • October 2000 to September 2001

Invoicing, inventory control / reconciliation, quarterly stock take, stock movement administration, sales order compliance, data entry, supervision of the staff at work and security checks of stock movements to and from warehouse

Sales Executive at Fazal Din's and Sons,
  • Pakistan - Peshawar
  • August 1997 to July 1998

Sales promotion of surgical equipment and appliances.
Liaison with Distributors, Doctors and hospital management.
Marketing of wide ranges of surgical equipments and appliances as a pioneer in NWFP market.

Education

Diploma, CFA Charterholder-Finance
  • at Institute of Chartered Financial Analyst
  • August 2008

Awarded CFA charter in 2008 from CFA Institute-USA. CFA Institute awards charter after 48 months of relavant work experience and after qualifying three examinations.

Diploma, Auditing and Performance Management
  • at Association of Chartered Certified Accountancy
  • February 2003

Associate member of Chartered Certified Accountants. Studied in London College of Accountancy (London-UK).

Master's degree, MBA-Finance
  • at University of Azad Kashmir
  • March 2000
Bachelor's degree, BBA-Finance
  • at University of Azad Kashmir
  • February 1998
High school or equivalent, Science
  • at Government College
  • March 1994
High school or equivalent, Science
  • at Piolt High School
  • April 1992

Specialties & Skills

Microsoft Word
Proficient in the use of Ms Office
Financials
Excellent financial modelling skills
Highly proficient in creating and evaluating financial statements
Proficient in the use of Ms Office
Excellent presentation and report writing skills
Excellent oral and group management skills

Languages

Urdu
Expert
English
Expert
Hindi
Expert
Pushto
Beginner
Arabic
Beginner

Memberships

Institute of Chartered Financial Analyst-USA
  • CFA
  • August 2008
Association of Chartered Certified Accountant (ACCA, UK)
  • ACCA
  • February 2003

Training and Certifications

Advance financial modelling (Certificate)
Date Attended:
May 2009
Valid Until:
May 2009
Certification on independence and conflict of interest (Certificate)
Date Attended:
August 2006
Valid Until:
August 2006
(Certificate)
Date Attended:
August 2007
Valid Until:
August 2007
Advance business valuation (Certificate)
Date Attended:
October 2007
Valid Until:
October 2007
Client data protection (Certificate)
Date Attended:
October 2006
Valid Until:
October 2006
Certification on confidentiality (Certificate)
Date Attended:
June 2007
Valid Until:
June 2007