Muhammad Awais Email & Phone Number

Saudi Arabia

Responsible for the sourcing, evaluation, due diligence, execution and monitoring of the Multi-asset fund investments (tilt towards Private Markets & Alternatives) and constructing portfolios and selecting external fund managers/funds.Leading and coordinating the work of a multi-cultural investment team and overviewing their work.

Jeddah, Makkah, Saudi Arabia

• Daily portfolio management of global-Multi asset class portfolios with tilt over Real Estate (UK mortgages), DM & EM Public Equities, Structured products, Private Credit, Fixed Income, Treasury Deposits, Funds/outsourced managers (Public Equity, Private Equity, CLO, Real Estate, Hedge Funds, Money Market). • Monitoring securities prices and putting alerts for buying and selling. Executing orders to generate consistent P&L returns in international & local equities and achieve desired annual goals and KPI’s.• Overseeing and supervising multi-cultural team members and overviewing their work.

Jeddah, Makkah, Saudi Arabia

• Performing Fund manager due diligence, selection, deals negotiations, fund allocation & management.• Conducting careful and thorough investment research and staying abreast of trends and news, maintain pro-active views, and communicating conclusions/recommendation concerning potential opportunities, sectors, macroeconomic trends, and developments.• Deep dive fundamental bottom-up security analysis, technical analysis, stock selection, and portfolio construction, management, and implementation. • Actively screening to identify actionable investment ideas, unique themes and proactively monitor ongoing financial performance of investment portfolios and provide the CIO with monthly and quarterly portfolio presentations / performance summaries.

Dubai, United Arab Emirates

Dubai International Financial Centre (DIFC) based Investment branch office of a Canadian based Asset Manager, offering family business and wealth management advisory services.• Data analysis on underlying securities to help portfolio construction. • Proposed trading strategies in line with the portfolio objectives. • Populated data on portfolio models to analyzed outcome towards the objectives of asset allocation.• Analyzed investment opportunities against investment criteria and evaluating key parameters. • Screened global (USA, EU, China focus) and multi-asset class investments (Equities, Fixed income, mutual funds, ETFs, Structured products, derivatives) and managers search for the capital allocation.• Monitored and provided investment updates on the current portfolio holdings/positions. • Prepared portfolio reports, performance of stock holdings, option positions and structured notes. • Investments due diligence on the existing clients and potential new clients holding portfolios. • Recommended asset rotation and allocation with the changing economic and market environment. • Advised a few Family Office (FO) clients on the portfolio constituents, rebalancing, and construction. • Developed an option strategy for the FO portfolio which was approved by the Investment committee. • Using Eikon tools to run Historical VAR & Stress tests to analyzed, track and mitigate the portfolio risk.

Karachi Division, Sindh, Pakistan

• Assisted the CEO’s secretariat in preparation of reports, presentations, data analysis, etc.• Participated and assisted in the active projects involving Assets Divestments (Teasers, Investor Solicitation) and coordinating with the potential buyers for information sessions in their due diligence. • Analyzed sectoral, macro-economic trends and developments and create demand projections.• Provided support in setting up data rooms for sell side due diligence.• Prepared Memos to the Board of Directors for the approval of investment and divestment of assets.• Provided support to different departments for new initiatives, due diligence and feasibility studies.• Prepared comprehensive monthly report for the dissemination to the Board of the Directors covering companywide analysis, performance reporting and variance analysis against the departmental KPIs detailing the operational and financial performance of the company. • Participated in budgeting process, coordinating submissions from departments & performing reviews. • Managed and coordinated with different departments and workforce resources in the different regions to collate data, information and insights for the monthly reporting, planning and finding reason for any variances in performance against the budgeted.• Analyzed sectoral, macro-economic trends and developments and creating demand projections. Building, maintaining and regularly updating repository of company and industry sales data. • Worked on the investment feasibility of the Gasoline pipeline project along with IRR calculations with business sensitivities and multiple scenarios. • Provided support to different departments for new initiatives, due diligence and feasibility studies.

Karachi, Sindh Pakistan

Pak Brunei is a Joint Venture company of an Asian Sovereign Wealth Fund-Brunei Investment Agency• Follow Global financial markets on a daily basis.• Maintain & update coverage on universe of scrip’s and research reports database.• Attend Security Analyst Briefings, Visit Companies factory and field, Interact with investor community and industry participants at conferences and events.• Conduct Cash and Carry Future Arbitrage Transactions and provide timely managed analytical support and administrative assistance to the Head of CMG.• Assist in Preparing and updating group Investment & Operation policies.• Prepare an annual strategy report and present it to the Equity Investment Committee (EIC) chaired by the Managing Director.• Prepare performance reports of the CMG department for the quarterly Board of Directors meeting.• Conduct Fundamental Analysis of companies to assist the Head of Capital Market in Investment decisions, Equity Portfolio Management and Future Strategy.• Collecting information and insights from a wide range of sources to perform market research, business intelligence & investment analysis and provide findings and investment recommendations with well-defined investment strategies to the portfolio team and investment committee for decision making.• Thoroughly analyse financial statements to understand company business, its financial position and create reports after performing financial modeling and valuation exercises and review actual financial performance with forecasts.• Present proposals for Portfolio Rotation & Shifting across sectors and scripts based on the Fundamental analysis, Top down approach and Valuation with financial modeling. Along with that, assisting with the creation of pitch, presentation and proposals materials for long term and Strategic Investments.• Order (Buy/sell) execution and confirmation through brokers & trades entry in the Equity Portfolio Management System (an ERP module) and reviewing trades for accuracy.

Karachi, Sindh Pakistan

Assist Head of Capital Markets Group-CMG on the trading desk in confirming buy/sell orders and trades entry in Equity Portfolio Management System.In a few days, I learned how to run and operate the Equity Order & Portfolio Management System (an ERP software by WebTeck Technologies).Coordinated with Equity Back Office for Equity Settlements, Trade Rectification and Pay-out reporting.Capital Markets Group activities include management of Equity Investment and Trading Portfolios, Margin Financing, Cash and Carry Future Arbitrage and Carry Over transactions.Got acquainted with compliance protocols and SOPs of the Risk Department for Investment Operations and Policies.

Pakistan

Intern at the Research Department and Corporate Finance Department.On an evaluation of my performance at completion of internship at Invest Capital Markets Limited, the supervisor commended me as self-motivated.Work Profile* Daily reporting of important economic and market news to the Equity sales department.* Presented a detailed report on ICI Pakistan & its annual sales forecast and proposed alternative strategies for cost cutting.* Worked on structural models of Capital Structure of companies; Pakistan Cables Limited, Security Leasing Corporation Limited, and Pakistan Services Limited.* Made a special report and presentation on the Luxury Hotel Industry in Pakistan with Porter Model Analysis.* Writing and summarizing business news and material information for daily research reports publication.

Master Of Business Administration (Mba), Finance, General

The elective courses I have completed have given me a solid foundation in the tools, processes and methodologies involved.

Bachelor Of Commerce - Bcom, Accounting & Economics, Passed In First Division