Junaid Ahmed Shaikh, Cfa Email & Phone Number

Muscat, Masqaţ, Oman

• Conduct comprehensive financial analysis, including due diligence, financial modeling, and valuations, to evaluate investment opportunities.• Assess attractiveness and viability of target companies, considering industry trends, growth prospects, and operational performance.• Collaborate with the deal team to drive the execution of transactions. • Prepare investment memorandum, pitch books, and presentations for internal stakeholders and potential investors.• Support negotiations, deal structuring, and transaction documentation.• Coordinate with legal, tax, & other advisors to ensure smooth deal execution.• Monitor the performance of existing portfolio companies.• Prepare performance reports and assist in the development and implementation of value creation strategies for portfolio companies.

Masqaţ, Oman

Muscat, Masqaţ, Oman

Leading a team of 6 consultants, I was responsible for the following: • Performing business valuations and feasibility studies of companies listed in various sectors using discounted cashflows method (FCFF & FCFE), dividend discount model (DDM), market multiple approach, and net asset method • Carrying out assignments related to indicative pricing valuation.• Preparing assignments related to performance reporting and investment process manuals.• Dealing with clients and acting as a project lead.• Preparing proposals and engagement letters as per the RFP requirements.

Karāchi, Sindh, Pakistan

I led a team of 4 analysts to manage equity and private sector credit risk portfolios of tier-1 multinational corporates with total funds worth over USD 300 mil. Key responsibilities included the following:• Conducted fundamental research on pharmaceuticals, REITs, cement, fertilizer, IT, and chemicals. • Prepared proprietary financial models of investee companies, model equity portfolios for clients, comprehensive research and valuation reports on companies, and client presentations.• Actively participated in developing and implementing client-specific portfolio and risk management strategies in coordination with fixed income and portfolio management teams while ensuring compliance with regulatory requirements.• Updated company-specific database and valuation for more than 100 listed companies using DDM, FV/EBITDA, P/BV, and P/E etc.• Analyzed new securities in the private sector credit risk portion of the fixed income portfolio.• Staying abreast with developments in the global financial market / commodity markets and helped develop future investment strategies.• Prepared equity portfolio strategies outperforming the KSE 100 (benchmark) from 2020 to July 2023 (on CAGR basis).• Actively contributed in maintaining the firm’s client retention ratio of over 90 % since joining the firm in 2015.• Developed SOPs related to various functions / sub-functions.

Karāchi, Sindh, Pakistan

I was responsible for the portfolio management of retirement funds (Tier-1 MNCs), corporate funds, endowment funds, and high net worth individuals. Key responsibilities included the following:• Prepared performance review reports on a monthly basis using the Net Asset Value (NAV) and Time Weighted Return (TWR) models.• Developed Investment Policy Statement (IPS) as per the risk / return characteristics of a client / fund.• Developed financial models for reporting requirements and liquidity analysis.• Performed attribution analysis and analysed the reasons for under-performance / over-performance against the pre-defined benchmark.• Prepared clients’ portfolio performance reports and conducted meetings with the clients on regular basis.• Prepared and executed investment / divestment t recommendations in its entirety.• Looked after the corporate & institutional investments’ fronts and manage the team.• Ensured compliance with local portfolio management rules and regulations.

Pakistan

• Worked in Joint Venture, Payroll, Payment, Accounts and taxation section of Finance Department

Master Of Business Administration (M.B.A.), Accounting And Finance

Bachelor’S Degree, Accounting And Finance

Pakistan'S Market Regulations

Fundamentals Of Capital Markets Certification

Mutual Funds Distributors Certification