Omar Khan, Cfa Email and Phone Number
Omar Khan, Cfa work email
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Omar Khan, Cfa personal email
Omar Khan, Cfa is a Director, Enterprise Strategy and Transformation at RBC. He possess expertise in investments, equities, valuation, financial analysis, investment banking and 21 more skills.
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Director, Enterprise Strategy And TransformationRbcToronto, On, Ca -
Director, Enterprise Strategy & TransformationRbc 2024 - Present -
Senior Manager, Enterprise Strategy & TransformationRbc Dec 2021 - 2024Toronto, Ontario, Canada -
Manager, Enterprise Strategy & TransformationRbc Jan 2018 - Dec 2021Toronto, Canada AreaEnterprise Strategy & Transformation is RBC's internal consulting team. It provides professional consulting expertise through innovative solutions surrounding Growth Strategies, Cost & Efficiency Transformation Strategies, Transformational Capabilities, and Research & Market Intelligence. -
Founder & ConsultantEventus Consulting Mar 2017 - PresentToronto, Canada Area• Counsel family holding companies on M&A activities by conducting assessments on small businesses and start-ups by performing industry analysis, company valuations, and due diligence advice – Acquisition targets consist of revenues of CAD 2-10Mm• Advise start-ups on strategy, business plans and financials & developed financial valuations utilizing industry and start-up specific metrics – deliverables are used for feasibility, investment, and budgeting decisions -
Manager, Coo InitiativesManulife May 2016 - 2017Toronto, Canada Area -
Proprietary Investments AnalystSaudi Fransi Capital 2014 - 2015• Lead Analyst for USD 50Mm investment book to identify and conduct due diligence on potential investments and provided value added equity analysis to drive strong investment returns• Identified, analyzed, and proposed investments to the Investment Committee backed by fundamental valuation, allowing the Proprietary Investment Book to make sound and informed investment decisions• Implemented a core-satellite strategy utilizing ETFs and direct focused investments to build an indexed portfolio with tactical over/under weighting of sectors to generate alpha while building a track record• Led discussions with the trading team to construct and develop the mid-term tactical strategy based on changes in economic, political, and company specific data, such as impacts of the oil production output which allowed for a dynamic and adaptive trading in order to minimize loses and maximize gains -
Institutional Relationship Officer (S&T)Saudi Fransi Capital 2012 - 2014• Marketed and built relationships with new clients such as BNY Mellon and CIMB to increase the existing USD 1 Bn portfolio/book of the unit that dealt with local financial & international investors to provide investment and trading solutions in the Gulf Cooperative Council countries• Analyst for newly established proprietary investments activity focused mainly on Institutional Investments in IPO’s for mid-term investments, FI instruments and closed ended funds - Assisted in the development of the Investment Criteria, Investments Guidelines and official procedure/policies - Responsible for investigating and proposing investments - Responsible for analysis and preparing investment research note for review and approval by dedicated investment committee - Prepare analysis and proposals for further investment ideas/strategies for example income based investment in high dividend yield equities • Co-led the development and implementation of the Bond/Islamic Bond (“Sukuk”) Agency services; serviced bonds worth of USD 4 Bn within 18 months of launch - Setup services in a limited time of two months in order to meet the deadline for Banque Saudi Fransi USD 500 Mm Senior Subordinated Sukuk for Tier 2 Capital - Liaised with legal council to ensure transaction documents covered the expected scope of work and addressed acceptable associated risks -
Investment Banking AnalystSaudi Fransi Capital 2011 - 2012Actively worked on an on-going Private Placement transaction to raise ~USD 100 Mm- Assisting with valuation using comparable companies & DCF model with various sensitivity analyses- Analyzed financial statements and business plan in order to challenge management assumptions- Worked on valuation reports & weekly documentation regarding work stream progress- Reviewed market study in order to validate Clients business planWorked on evaluation of IPO for ~USD 400 Mm to determine undertaking of partial underwriting of the IPO- Worked on valuation exercise, using DCF and comparable multiples- Worked on risk report for undertaking the underwriting- Worked specifically on the valuation section of the report in order to justify underwriting- Company successfully undertook the underwriting, the offering was oversubscribed 6.1xPrepared other preliminary valuation for prospective transactions, and conducted valuation based on local & international comparable companies -
Investment Banking Analyst InternSaudi Fransi Capital May 2010 - Aug 2010
Omar Khan, Cfa Skills
Omar Khan, Cfa Education Details
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With Distinction -
Cfa InstituteCfa Charterholder -
Financial Analysis And Investment Management -
Bachelor Of Science -
Training The Street (Tts)Financial Modeling & Corporate Valuation -
Investment Banking InstituteFinancial Modeling
Frequently Asked Questions about Omar Khan, Cfa
What company does Omar Khan, Cfa work for?
Omar Khan, Cfa works for Rbc
What is Omar Khan, Cfa's role at the current company?
Omar Khan, Cfa's current role is Director, Enterprise Strategy and Transformation.
What is Omar Khan, Cfa's email address?
Omar Khan, Cfa's email address is om****@****rbc.com
What schools did Omar Khan, Cfa attend?
Omar Khan, Cfa attended Ivey Business School At Western University, Cfa Institute, University Of Toronto, University Of Victoria, Training The Street (Tts), Investment Banking Institute.
What skills is Omar Khan, Cfa known for?
Omar Khan, Cfa has skills like Investments, Equities, Valuation, Financial Analysis, Investment Banking, Research, Microsoft Office, Banking, Capital Markets, Analysis, Business Planning, Management.
Who are Omar Khan, Cfa's colleagues?
Omar Khan, Cfa's colleagues are Charmain Loobie, Veda Patel, Christen Gardley, Katherine Sellmer, Alisa Buttar, Cpa, Shadia Sarkis, Clements Lester.
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Omar Khan, CFA
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