Omar Mourad, Cfa Email & Phone Number

Montreal, QC, CA

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Carry out financial analysis, assessment of equity investment projects and major account financing as well as due diligence for transactions pertaining to the Major Accounts, Investment, and Financing division. The role focuses mainly on large companies across all economic sectors with the aim of concluding structuring transactions in the Quebec market on.

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Quebec, Canada

Montreal, Quebec, Canada

Thetford Mines, Quebec, Canada

Sainte-Julie, Quebec, Canada

Montreal, Quebec, Canada

• Play an active role in project management within the M&A group, particularly with respect to advising on mergers, acquisitions, divestitures and financings. Responsible for the preparation of marketing materials.
• Execute on merger and acquisition, divestiture, buyout, and capital raising activities predominately for clients.
• Conduct extensive marketing campaigns aimed at providing companies advisory services specific to corporate finance initiatives.
• Negotiate and structure transactions on behalf of clients seeking divesture and or buyout options.
• Liaise with other professionals including but not limited to lawyers, tax advisors, and other financial advisors in negotiating and structuring purchase and sale documentation, due diligence documents, as well as.
• Provide clients structuring alternatives as they relate to optimizing capital structure via the use of optimal mix of debt and equity instruments.

Montreal, Canada Area

• Assess the performance of a portfolio of $1.8B invested in venture capital, private debt, public debt, real estate, Canadian and international equities.
• Help manage a $850M portfolio invested in external funds including debt, equity and real estate.
• Valuate private companies’ debt and equity to assess the capital appreciation/depreciation as well as the IRR of the investment.
• Monitor the treasury available to the different funds and manage a deal flow of up to $ 200M per quarter.
• Discuss in investment committees and assess risk and optimal investment alternatives.
• Work on special projects regarding liquidity risk and the fund’s sustainability.

Montreal, Canada Area

• Place orders on the market on the customers’ behalf
• Help customers in understanding the basics of securities’ investments
• Provide support regarding the administrative tasks related to a brokerage account
• Monitor margin accounts and collateral and inform clients of potential or actual margin calls

Montreal, Canada Area

• Competed in the 2017 edition of the Harvard Global Case Competition
• Competed in the 2016 edition of the Australian Undergraduate Business Case Competition held at the University of Melbourne
• Won first place in the 2017 edition of Jeux du Commerce in Business Strategy
• Won third place in the 2016 edition of Jeux du Commerce Central in Finance
• Won third place in the 2016 edition of University of Florida Heavener International Case Competition
• Competed in the 2016 edition of Ryerson University Battle on Bay

Montreal, Canada Area

• Analyze risks inherent to major transactions, including private equity, public companies, debt and infrastructure investments.
• Focus on disruptive technology and its effect on investment strategy and the validity of the valuation.
• Stress test financial models and underlying risk factors to the company and the market.
• Developed a credit scoring model to assess companies’ operational and financial capabilities for more than 40 different industries.

Montreal, Canada Area

• Analyze credit applications and make sure they respect the standards set by the management and the legal team.
• Perform control and monitoring of collateral especially involving more important loans (over $ 60K).
• Assess risk inherent to the borrowing entity and authorize financing based on debt ratios and credit scoring.
• Authorized over $ 3M in credit in my first year while maintaining a top credit quality performance putting me in the top 5% of my peers.

Montreal, Canada Area

Montreal, Canada Area

Montreal, Canada Area

Bachelor'S Degree, Major In Finance, Minor In Economics, Cgpa: 3.81

High School, Général; Sciences Humaines - Profil International

Activities and Societies: Jeunes Entreprises, Génies en Herbe, Rugby TeamDES et DEC en Sciences Humaines - profil International