Senior Investment Analyst
Vogue International
Total years of experience :11 years, 6 Months
Single-handedly responsible to manage and grow a $60 million fund through market research and banking relationships across the globe.
•Present investment opportunities and related analysis while pitching proposed course of action in meetings with CEO(Mutual Funds, Private Equity and Bonds).
•Engage in extensive research to stay apprised about the state of the economy, global financial markets, and general current events
•Maintain current knowledge about financial products available to corporate/ individual clients, including mutual funds, bonds, stocks, and trusts
•Work closely with top investment banks in the Middle East, US and Far-East Asia to assess market trends, financial information and investment opportunities in different sectors
•Use complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals
•Make decisions about financial and investment opportunities on behalf of CEO
•Develop relationships with Investment Banks and expands CEO’s network in professional and social settings
Exploring Shariah Compliant investment opportunities for our clients from various industries in UAE through extensive financial analysis.
•Met with clients to provide portfolio updates and recommendations based on evolving client objectives and reviewed portfolio holdings to ensure compliance with approved securities
•Responsible for portfolio selection, asset allocation, and trade execution for over 40 investment portfolios composed of stocks, bonds, and mutual funds
•Provide market studies, analysis and recommendations for new projects and opportunities such as M&A
•Performing macro-economic analysis on countries to take call on their future growth, solvency and currency movements
•Managing cash flow reports for clients to evaluate and benchmark performance
•Supporting in the preparation of consolidated reporting for institutional clients to advise on strategic matters and transactions
•Conducting thorough research and analysis of variances to ensure data accuracy
•Performing analysis of weekly operating statistics
•Assisting in financial modeling, decision modeling and ad-hoc analysis to support strategic initiatives
•Assist in the preparation of the company’s annual reports, quarterly investor
presentations and ad-hoc investor, credit and banking presentations
Key Achievements
-Assisting the Investment Management team responsible for building and managing Equity portfolios in emerging and frontier markets
-Preparing financial projections and valuation models for target clients
-Performing financial and business due-diligence
-Interacting with management through plant visits and communicating with other market and industry participants to crystallize investment ideas
Supported the team by producing accurate financial analysis on which management decisions are based in addition to compiling extensive financial reports by analyzing market share and data.
-Analyzed the impact of investing in only Sharia Compliant Equities
-Identified investment opportunities in designated countries using top down and bottom up approach
-Developed and managed complex excel-based financial projections and valuation models for the companies under investment consideration
-Conducted macro-economic analysis of target countries to take call on their future growth, solvency and currency movement
-Assisted the Investment management team responsible for building and managing equity portfolio in emerging and frontier markets
-Formulated financial and business due-diligence of target company
-Recommended tactical changes in the portfolio to capitalize on short term opportunities
Key Achievements
-Investigated and crystallized investment ideas in the South East Asian market
-Industry exposure - Banking (Conventional and Islamic), Engineering and Construction, Consumer discretionary, Palm oil (upstream and midstream), and general mid -cap
-Gained expertise to advise the management on strategic moves(financial and other) to improve and enhance various businesses within the group
Managed and performed daily financial and accounting responsibilities at a Family owned business.
• Prepared and recorded asset, liability, revenue, and expenses entries by compiling and analysing account information.
• Summarized financial status by collecting information; preparing balance sheet, profit and loss, and other statements
• Processed employee payroll
• Managed bank correspondence related to payables and receivables in addition to routine bank reconciliation
• Developed Management tools to quantify, measure and monitor work process
• Performed cash flow forecasting and identified marketing opportunities
Islamic Banking and Finance, Issues in Islamic Banking and Finance, Multinational Operations in Banking and Finance, Corporate Governance, Research Methods in Finance & Accounting Dissertation : Customers Perception towards Takaful in United Arab Emirates
Bachelors of Business Administration (BBA), International Islamic University, Malaysia (IIUM) . (2012) Focused Fields- Finance and Marketing Academic Coursework Corporate Finance, International Finance, Money and Banking, Financial Statement Analysis, Bank Management, Strategic Management, Financial Management I and II. Islamic Banking & Takaful, Issues in Islamic Economics, Islamic Law for Economics I and II. International Marketing, Internet Marketing, Entrepreneurship Strategy.
Higher Secondary Education (C.B.S.E), Delhi Private School, Sharjah. (2007) Focused Field- Commerce
