Financial Analyst, Summer Intern
Incon Group
Total des années d'expérience :4 years, 2 Mois
Developed detailed financial models and pro forma to forecast cashflows and determine returns for real estate development projects in excess of US $100M
Evaluated financial feasibility of potential sites by running one sheet models to analyse key metrics including project’s FSI, ROE & IRR
Managed and built budget structures and decks to determine potential liquidity calls based on active projects and presented the same at internal team reviews
Prepared investor decks for real estate projects to facilitate debt and equity origination deals
Partnered with Managing Director to structure deals with key investors including banks and HNWs
Created monthly reports and managed team’s responses to corporate clients’ queries on economic outlook including inflation, policy rate, and exchange rate forecasts
Created and facilitated quarterly training for 30+ Relationship Managers of new Prestige Banking service, exclusive to HNW and C-Level executives, to increase knowledge on macro-economic trends and current affairs
Built and delivered economic outlook presentations with sales team to clients’ CFOs and finance teams including Aga Khan Hospital’s Pension Fund, to assist with business decisions
Researched and developed content covering trends in international and domestic economies post Covid and partnered with Global Treasurer to ensure seamless webinar delivery to key corporates with 100+ in attendance
Collaborated with the Chairman’s Office to research and channelized attention towards different sector specific issues
Built and explained models for inflation and exchange rate forecasts - used in Bank’s budgets to determine core income
Researched key sectors/alpha stocks to devise strategy for portfolio and identified opportunities, generating strong returns (over 50% in a year’s time) for equity book
Presented and led the Ready/Future Spread’s Project for the Bank’s equity desk, enabling it to benefit from high equity market volatility; expected gross return of 11% annually
Evaluated and pitched IPOs to Equity Investment Committee; IPOs yielded healthy returns of 25% - post listing within a quarter
Prepared and disseminated research notes to State Bank of Pakistan before its bi-monthly interest rate announcements
Led discussions on economic, political, and equity market events during morning briefings
Prepared investment thesis notes for Asset - Liability Committee’s decision making for equity portfolio worth US $160M
Monitored corporate developments within investee companies to timely update investment hypothesis for team
Researched and identified banking and diversified stocks with higher dividend yield of 15% annually for portfolio
Member of Rotman Asset Management and Management Consulting Association Mentored teams and served as a Judge at the SLC Portfolio Management Case Competition, 2023 Competed at the SLC Portfolio Management Case Competition, 2022 National Bank Stock Pitch Competition, 2022 – Evaluated and recommended buy for TFI Inc. SMYL Broker Healthcare Competition, 2022 – Evaluated and recommended buy for VieMed Healthcare, Inc.