Zaid Naveed, Management Trainee

Zaid Naveed

Management Trainee

Social Investment Managers and

Location
Saudi Arabia - Jeddah
Education
Higher diploma, Financial Modelling and Valuation Analyst (FMVA)
Experience
1 years, 9 Months

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Work Experience

Total years of experience :1 years, 9 Months

Management Trainee at Social Investment Managers and
  • United States - New York
  • August 2023 to March 2024

• Developed and refined a highly detailed financial model, incorporating comprehensive statistical calculations, to evaluate the viability and potential returns of securitized assets of the Sub-Saharan African Solar companies. Demonstrated proficiency in data analysis and manipulation to derive actionable insights for investment decision-making.
• Assisted in the creation of presentation decks tailored for diverse stakeholders, including investors, grant providers, and originators successfully gaining interest and potential participation of multiple companies and investors including the biggest solar company in the region.
• Explored the viability of the Affordable Mortgage Guarantee Fund (AMGF) by assisting in the meticulous crafting of a financial model to assess its potential benefits for end-users. Presented the fund to a diverse array of investors, soliciting invaluable insights and feedback to refine and optimize the offering, ensuring alignment with market demands and investor expectations.
• Maintained strong relationships with two companies from SIMAs previous fund, overseeing the provision of loans while ensuring strict adherence to covenants and Environmental, Social, and Governance (ESG) practices outlined in the clauses. Ensured that both parties remained aligned with the funds principles, fostering trust, and promoting sustainable business practices.

Investment Analyst at Next Capital Limited
  • Pakistan - Karachi
  • November 2022 to June 2023

• Led the development of a comprehensive financial model for Caravan, an innovative carpooling startup, integrating cost-revenue structures based on meticulously validated assumptions and primary research.
• Conducted a thorough 10-year forecast, encompassing worst-case and best-case scenarios, to provide a robust foundation for strategic decision-making followed by various valuation methodologies such as Discounted Cash Flow, Comparable Analysis and Prior Transactions to determine a reasonable post-money valuation, ensuring alignment with market dynamics and growth projections.
• Assisted in Real Estate Investment Trust (REIT) structures, actively engaged in modelling and analysing a diverse portfolio including hotel, residential, and commercial properties. Contributed to a comprehensive feasibility study assessing the project's viability, focusing on potential returns and rental strategies. This experience provided valuable insights into real estate investment dynamics.

Mergers & Acquisition Intern at A.F. Ferguson & Co
  • Pakistan - Karachi
  • June 2022 to August 2022

• Assisted in the role of a sell side analyst of Summit Bank by studying their past financials and underlining the prospects of acquiring Summit Bank.
• Spearheaded extensive research on E-wallet companies in Asia, Africa, and the Middle East, advocating transformative strategies for a confidential client through thorough comparative analysis. Conducted in-depth market assessments, competitive benchmarking, and trend analysis to identify emerging opportunities and potential risks. Presented actionable insights and recommendations to drive strategic decision-making and facilitate market entry strategies.

Investment Banking Intern at Askari Bank Limited
  • Pakistan - Karachi
  • December 2021 to May 2022

• Assisted in facilitating the valuation of Samba Bank for Askari Bank Limited, potential acquirers, and contributed to stimulating a bid. Tasks included revising Samba Banks financial model and forecasting synergies for Askari Bank Limited, contingent on the deals completion.
• Supported the streamlined analysis of Real Estate Investment Trusts (REITs), their framework, and conducted financial due diligence for an equity investment in the TPL REIT management company during an internship. Responsibilities included evaluating market trends, assessing asset portfolios, and conducting risk analysis to inform strategic investment decisions.

Education

Higher diploma, Financial Modelling and Valuation Analyst (FMVA)
  • at Corporate Finance Institute
  • May 2024
Bachelor's degree, Bs Accounting and Finance
  • at Institute of Business Administration
  • June 2023
Higher diploma, CFA Level 2
  • at CFA Institute
  • October 2022

Specialties & Skills

Problem Analysis
Microsoft PowerPoint
Financial Modeling
Microsoft Excel
MICROSOFT EXCEL
MICROSOFT POWERPOINT
Financial Modelling
Problem Solving
Financial Analysis
INVESTMENT TRUST
REAL ESTATE
CALCULATIONS
COVENANTS
DATA ANALYSIS
DISCOUNTED CASH FLOW
GOVERNANCE
RESEARCH
STRATEGIC DECISION-MAKING

Social Profiles

Personal Website
Personal Website

URL removed due to policy violation. Please contact support for further information.

Languages

English
Expert
Arabic
Intermediate

Training and Certifications

Chartered Financial Analyst CFA Level 2 (Certificate)
Date Attended:
October 2022

Hobbies

  • Cricket
    Captain of the Lyceum Cricket Team