Kanwal Rathi, Cfa Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

• Developed risk management tools and procedures, including designing, and implementing a credit rating tool and ESG rating tool for the underlying potential clean cooking investees and project finance entities.• Fund modelling and scenario analysis, to showcase the resilience of the multi-tiered fund structure against the portfolio quality and interest rates scenarios, and other external conditions.• Responsible for managing relationships and underwriting a pool of potential investees in the Clean Cooking space, mainly in Sub-Saharan Africa.• Structuring investment instruments ranging from plain vanilla secured debt to quasi-equity instruments for potential investees across the entire value chain, including, manufacturers of efficient cook stoves, distributors of stoves, LPG, ethanol, and other clean fuel types, and carbon credit project implementers and brokers.

Pakistan

• Managed an impact investment portfolio of USD 23 million invested in Off-Grid Solar Companies and Microfinance Institutions in South Asia and Sub-Saharan Africa• Assessed the viability of new potential impact investment debt funds through financial modeling.• Co-led the advisory project for equity raise of EUR 25 million.• Liaised with potential institutional investors, including Development Finance Institutions, pension funds, foundations, and other commercial investors, across Europe and US to fulfill their due diligence requirements for investment in various funds.• Managed reporting to investors of the fund quarterly on the status of fund returns of a USD 90 million senior debt fund• Led the portfolio level liquidity analysis to assess the impact of COVID’19 on Off-Grid Solar and Microfinance Institution investee companies, and the resulting impact on the fund.• Supervised the development and management of automated software designed for periodic review of portfolio companies to streamline the reporting to investors.

Pakistan

Pakistan

Hyderabad, Pakistan

• Developed financial valuation models of the subsidiaries to determine a target price for negotiation with potential equity investors.• Evaluated new business opportunities for equity investment based on payback, internal rate of return, and qualitative analysis.• Contributed to the improvement of the working capital strategy by revamping the Credit Control Policy, Dividend Policy, and restructuring analysis of the debt.• Financial modelling for CAPEX investment analysis.• Liaised with an external credit rating agency, JCR-VIS, for the group credit rating exercise.• Collaborated with different business and operational teams on utilization of key indicators for setting price points.

Karachi

Pakistan

Worked as an intern in the Planning and Budgeting Department for 6 weeks

Cfa Level 3 Passed

Bachelor Of Business Administration (Bba), Accounting And Finance

Intermediate, Pre-Engineering, 1St Position