Omar Naeem, Cfa

Omar Naeem, Cfa Email and Phone Number

Assistant Professor - School of Management Sciences @ Beaconhouse National University (BNU)
Lahore, PK
Omar Naeem, Cfa's Location
Lahore, Punjab, Pakistan, Pakistan
About Omar Naeem, Cfa

Working in various capacities as an academic, an entrepreneur, a certified director, a financial & investment consultant, a business valuation expert & financial modeler, a corporate & investment banker, a corporate trainer and an avionics engineer. Joined academia and consultancy after gaining over 16 years of diverse experience at key positions in Banking & Finance including Corporate & Investment Banking, Supply Chain Finance, Trade Finance, Projects & Syndications, Retail & SME Banking and Transaction Banking departments. During my career, I have worked at few of the top institutions of the country including ABN Amro Bank, Royal Bank of Scotland, UBL, Bank Alfalah, Askari Bank & Pak Iran Investment Company. My last assignment was as the ‘Head of Supply Chain Finance’ at Bank Alfalah Limited. I have also previously served for 5 years on various assignments within ‘Pakistan International Airlines (PIAC)’ including in Boeing Line Maintenance, Engineering Management and Corporate Safety divisions.I have also been associated with ‘Lahore School of Economics’ as visiting faculty where I taught several business/ finance subjects to MBA students including Corporate Finance, Banking & Credit Ratings. Additionally, I have also conducted various corporate trainings on Financial Modelling, Investments, Entrepreneurial Finance, and Supply Chain Financing etc. and have also served on board of the 'CFA Society Pakistan’s Northern Chapter' as well as 'IBA Karachi’s admission interview panel'. Formerly, I earned my ‘Chartered Financial Analyst (CFA)’ charter in 2011 while received my MBA degree from ‘IBA Karachi’ in 2003 where I topped the MBA Evening Program. Prior to that, I also got my B.E. (Avionics) degree from College of Aeronautical Engineering, PAF Academy Risalpur with a major field GPA of 4.00.I have deep interest in fields of Supply Chain Financing, Investments, Project Feasibility, Financial Modelling, Business Plan development and Growth Strategies, FinTech, Risk Management, Financial & Corporate Advisory, Investment Product Bundling, Financial Products Marketing, Due Diligence, Cross-sell Mechanisms, Trade Finance Products, Supply Chain Finance, Entrepreneurial Finance & Advisory and Project Management.

Omar Naeem, Cfa's Current Company Details
Beaconhouse National University (BNU)

Beaconhouse National University (Bnu)

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Assistant Professor - School of Management Sciences
Lahore, PK
Omar Naeem, Cfa Work Experience Details
  • Beaconhouse National University (Bnu)
    Assistant Professor - School Of Management Sciences
    Beaconhouse National University (Bnu)
    Lahore, Pk
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  • Beaconhouse National University (Bnu)
    Assistant Professor - School Of Management Sciences
    Beaconhouse National University (Bnu) Jan 2019 - Present
    Lahore, Pakistan
    Teaching subjects like International Finance, Analysis of Financial Statements, Banking Products & Services, Introduction to Banking and Banking Law & Practice. Conducted UNESCO-sponsored training program ‘Investing in Pakistan’s Creative Future’ for selected startup & accelerator companies from fashion, media & art industry
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  • Private Financing Advisory Network (Pfan)
    Financial Advisor
    Private Financing Advisory Network (Pfan) Oct 2021 - Present
    Pakistan
    Facilitated investment raising of over USD 15 Million for (both equity & debt) in cleantech space including electric vehicles and renewable energy.Lead advisor for Daewoo Pakistan (EV Buses and 3-Wheelers), Neubolt - LUMS (EV 3-wheelers), Zyp Technologies (EV 2-wheelers), A-Charge (EV charging infrastructure – ABB & Star Charge), Ansaar Management (Green homes), Pak Zone Electric (EV 2-wheelers), Albario Engineering (Solar power), Diside (logistics carbon emission app), Adaptive Technologies (Solar power) etc.
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  • Private Financing Advisory Network (Pfan)
    Business Development Coordinator Pakistan - Pfan Ppse Program
    Private Financing Advisory Network (Pfan) Oct 2021 - Present
    Lahore, Punjab, Pakistan
    The Private Financing Advisory Network (PFAN), hosted jointly by the United Nations Industrial Development Organization (UNIDO) and the Renewable Energy and Energy Efficiency Partnership (REEEP), is a global network of climate and clean energy financing experts, which offers free business coaching and investment facilitation to entrepreneurs developing climate and clean energy projects in emerging markets.In this role, I successfully identified, onboarded and advised various C&I projects in EV & EV charging infrastructure, off-grid solar, energy efficiency, energy storage, biomass and cold storage sectors. Services included developing financial models, business plans, pitch decks, investment teasers, and presenting/ negotiating these projects with local and international investors.
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  • Chemonics International
    Investor Engagement And Readiness Trainer - Usaid Ipa Project
    Chemonics International Mar 2024 - Present
    Investment Promotion Activity(IPA) is a USAID project, managed by Chemonics. It is a 5-year, $16.8 million project aimed at strengthening Pakistan’s policy & regulatory regime and building institutional capacities to increase domestic and foreign investment, along with increasing bilateral trade between the US & Pakistan.My role includes conducting comprehensive investment-facilitation trainings of various businesses belonging to different sectors with content covering all investor readiness aspects ranging from financial modeling and valuations to investor negotiations, investment vehicles, making perfect pitch decks and business plans, effective team building, growth strategies and term sheets etc.
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  • Parwaaz
    Cfo/ Investment Advisor
    Parwaaz Sep 2020 - Present
    Pakistan
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  • Finovania
    Chief Executive Officer
    Finovania Aug 2021 - Present
    Pakistan
    Have successfully been carrying out various advisory/ consulting assignments on one-off or ongoing/ retainer arrangement working with some of the top names in real estate, poultry, microfinance, hydel power, alternate energy, food, ceramics and digital education sectors.Scope of work involves preparing feasibilities, information memorandums, presentations, proposals and financial models, meeting/ negotiating with investors, banks and financial market reps and closing financing deals. Have been engaged with the Ministry of Finance, KSA through Watar Partners Dubai in assessing and preparing detailed information memorandums for various healthcare projects in Riyadh and other cities.
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  • Flying Cement Co Ltd
    Director
    Flying Cement Co Ltd Nov 2020 - Present
    Lahore, Punjab, Pakistan
    Serving as an Independent Director and Chairman Audit Committee of the Company
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  • Zarea.Pk
    Chief Financial Officer
    Zarea.Pk Dec 2020 - Dec 2022
    Lahore
    Managing all financial affairs of Pakistan’s largest construction-based e-commerce portal.
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  • The Pakistan Credit Rating Agency [Pacra]
    Senior Consultant
    The Pakistan Credit Rating Agency [Pacra] Oct 2019 - Jun 2020
    Lahore, Pakistan
    Trainings: Responsible for designing, developing and conducting various corporate training programs for banks and corporates.Advisory & Consultancy: Engaged in marketing, design and implementation of various solutions for clients.
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  • Bank Alfalah Limited
    Head Supply Chain Finance & Sr. Manager Trade Products
    Bank Alfalah Limited Apr 2018 - Dec 2018
    Lahore
    Designed, tailored and executed innovative Supply Chain Finance products with top corporate clients such as Engro Fertilizer, Nestle & ICI in collaboration with International Finance Corporation (World Bank).Working on designing, improvement, optimization, coordination & MIS development of various trade products such as Wheat Export Program, Export Refinance, Trade fee income recording/ management, Vessel Monitoring & Tracking, Trade Commodity Pricing Monitoring, TAT reduction, Trade processes improvement, Business development, Cash management etc.
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  • Bank Alfalah Limited
    Senior Manager - Institutional Sales/ Transactional Banking
    Bank Alfalah Limited Jul 2016 - Mar 2018
    Strategy & Planning, Retail (North, Central) & Consumer Group
    Setup a new ‘Transactional Banking Unit (TBU)’, based on an enterprise-wide approach to leverage “real” value chain benefits from various large Commercial, Institutional & Corporate relationships. Primary agenda was to drive innovation, establish a platform to integrate various businesses to re-emphasize/ inculcate a culture of cross-sell. Actively engaged client segments & product stakeholders on pan country basis through steering committees, bi-monthly Champions Huddles and joint meetings with clients. Also, actively assisted in closure of various Value Chain, Digital/ Branchless Banking, Wealth Management, Cash Management, Consumer Banking & Payroll deals on an institutional level with major corporate/ commercial clients in Cement, Chemicals, Beverages, Communications, Dairy, Logistics, Real Estate, Military, Auto, Textiles & Education sectors. Negotiated and closed various Value Chain financing, Consumer banking and Alternate Delivery Channel deals with major corporates like Nestle Pakistan, Telenor Pakistan, Millat Tractors, Packages Group etc. whereas in negotiations to earn mandates from other major corporates.
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  • Lahore School Of Economics
    Visiting Faculty (Part Time)
    Lahore School Of Economics Oct 2012 - Dec 2018
    Lahore
    Taught the following courses to the Executive MBA Program and have received excellent ratings throughout:- Corporate Finance (Spring 2013 & 2018)- Credit Ratings (Fall 2012, 2013, 2014 & 2015) - Banking (Summer 2013, 2014 & 2015)Also designed curriculum, organized conferences, career counselled students & developed industry-academia collaboration at various levels
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  • United Bank Limited
    Vice President-Corporate & Investment Banking Group
    United Bank Limited Jun 2015 - Jul 2016
    Handled a portfolio of USD 700 Million including country’s top industry players in power, auto, sugar, commodities, steel, cement, leather, textiles, beverages, agriculture, electric appliances& equipment& real estate sectors. Major clients included KSB Pumps, Servis Group, Millat group, Ruba Group (Haier), Shamim Khan Group, Suraj Group, Mayfair Group, Technical Group, Cool Group(Waves), PEL, PASSCO & Punjab Food Independently managed two UBL-led USD 30 Million each project financing of new sugar unit & bagasse-based co-generation power project of the largest Sugar Group including disbursement of loan’s tranches, retirement of LCs, regular monitoring of operations/ financial performance etc. Also, arranged a working capital facility of USD 6 Million for Deharki Sugar Mills.The assignment involved detailed qualitative & financial analysis of companies, assessment of project financing, capex & working capital requirements of clients, handling all account/ transaction operations, carrying our comprehensive industry research, financial modeling, business valuations, financial/ cash flow projections, risk management based on various models, frequent site visits for understanding production process flow& regular marketing activities etc.
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  • Pair Investment Company Limited
    Vice President-Corporate & Investment Banking Group
    Pair Investment Company Limited May 2013 - Jun 2015
    North Office, Lahore
    - Led a corporate finance team handling a diverse portfolio eqv. to USD 30 Million comprising of major players in the power, fertilizer, pharmaceutical, sugar, dairy, beverages, poultry, real estate and asset management sectors. - Successfully closed a Syndicated ‘Privately Placed Term Finance Certificate (PPTFC)’ transaction of USD 5 Million for ‘JDW Sugar Mills Limited’ for Company’s BMR. - Participated in Syndicated facilities allowed to Fatima Energy Limited, JS Company Limited and Chiniot Power Limited.- Arranged & managed various bilateral short term & long term finance facilities to JDW Sugar Mills Limited & Riaz Bottlers, Pak Arab Fertilizer Limited, Sharif Dairy Farms Limited, Ramzan Sugar Mills Limited, Madina Feed Mills etc. - Negotiated with various clients for equity participations and Syndicate/ Bilateral credit facilities to major clients in the Cement, Sugar, Asset Management, Construction, Pharmaceuticals, Textiles, Oil & Gas, Glass, Tyres, Chemicals and Beverage Sectors; Transactions worth USD 26 Million in pipeline which are expected to mature within the next 1-2 months.. - Developed detailed business plans, annual budgets and strategy reports for CIBG for FY2014 & FY2015.
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  • United Bank Limited
    Avp/ Senior Relationship Manager-Corporate Banking Group
    United Bank Limited Oct 2011 - May 2013
    Lahore
    (UBL is the second largest corporate bank in the country, jointly owned by UK's Bestway Group & UAE’s Abu Dhabi Group and has branches/ representative office spread in over eleven countries worldwide)During my earlier tenure at UBL, I was assigned a USD 60 Million portfolio including country’s top industry players in power, sugar, cement, leather, textiles, agriculture & real estate sectors. Major Projects/ Accounts Handled include:•Two UBL-led USD 30 Million each projects financing a sugar unit & bagasse-based cogeneration power plant of JDW Group including disbursement of loan’s tranches, retirement of LCs, regular monitoring of operations/ financial performance etc. Also, arranged a working capital facility of USD 6 Million for Deharki Sugar Mills•Tailored/ executed restructuring of a USD 5 Million classified exposure of Kohinoor Mills Limited, a leading textile concern•Regularlry monitored & focused efforts for revamping/ restructuring of Syndicate financing of Essem Hotels Limited for construction of ‘Inter- Continental Hotel Project’ in Islamabad, currently on hold due to cost overruns & default status •Presently working on booking new accounts of Hi-Tech Group (top player in the poultry/ edible oil sector), Silver Star Sports (leading exporters of footballs/ sportswear to Nike) & VIP Group (one of the most notable leather product manufacturers in the country) The scope of work includes/ skills developed include:Handling all account/ transaction operations, detailed analysis of various project financing & working capital financing proposals through comprehensive Industry research, financial modeling, business valuation, financial/ cash flow projections, risk management based on various models, frequent site visits for understanding production process flow etc.
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  • Askari Bank Limited
    Relationship Manager-Corporate & Investment Banking Group
    Askari Bank Limited Apr 2008 - Sep 2011
    - Participated in a Syndicated Project Finance Facilities of USD85 Million to Warid Telecom, a similar facility of USD 54 Million to Wateen Telecom & arranged working capital lines for SGM Sugar Mills (all three projects owned & operated by the Abu Dhabi Group of UAE).- Was actively engaged with the ‘Syndicated Term Finance & ‘Privately Placed Term Finance Certificates’ Syndicates for a comprehensive loans restructuring process of Shakarganj Mills Limited (leading sugar unit)& marketed a USD 20 Million facility for Ruba Energy Pakistan (Project of Haier Group).- Marketed & sanctioned short term funded/ non-funded lines to M/s Kot Addu Power Company Limited (KAPCO)-largest private power producer of country.- Consolidated & streamlined sanctioned facilities to Gulistan Group, facility restructuring, collateral revision & enhancements, and strengthened business relationship with Sapphire Group & achieving optimum utilization of inactive facilities.- Implemented the ‘CREAM’ software project at Corporate Centre Lahore in an effort to bring the entire credit approval process online.
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  • Abn Amro Bank N.V.
    Relationship Manager-Business Banking Commercial
    Abn Amro Bank N.V. Sep 2007 - Apr 2008
    Lahore
    (ABN Amro Bank Pakistan was one of the top performing multi-national banks working in the country which later became Royal Bank of Scotland-Pakistan following its global acquisition)Individually handled a portfolio of around USD 30 Million including various corporate & commercial accounts. Scope of work included interviewing/ visiting prospective relationships, critically assessing their borrowing needs & processing comprehensive proposals, providing top class customer services to existing clients & managing their credit portfolios.
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  • Prime Bank
    Assistant Manager Corporate Banking/ Management Trainee Officer
    Prime Bank Apr 2004 - Aug 2007
    Handled a corporate portfolio of over 1 billion after going through a comprehensive classroom/ on-job training program of the entire banking operations including Credit Marketing & Administration, Risk Management, Business Development, Consumer Financing, Imports/ Exports Handling, Customer Services and Budget Management through the ‘Management Trainee Officers Course’ lasting 10 months
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  • Worldcall Telecom Limited
    Marketing Officer
    Worldcall Telecom Limited Nov 2003 - Apr 2004
    Lahore
    (WorldCALL Multimedia is owned by Oman Telecommunications Company (Omantel) & is one of the Pakistan’s leading telecom/ multimedia companies) •Worked as ‘Team Leader’ for market research/ survey of potential project of local loop telephony•Carried out all coordination with concerned advertising agency regarding designing of press ads, brochures, telops, posters, pole signs & hoardings•Designed and launched promotion campaign of Internet over Cable Service•Reviewed and modified marketing plan of proposed local loop telephony
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  • Value-Mail Direct Marketing Solutions
    Manager Business Accounts
    Value-Mail Direct Marketing Solutions May 2003 - Nov 2003
    Carried out business development activities of the company in the corporate sector by personal meetings, telephone, snail mails & emailsPerformed research campaign for Levi’s Strauss Pakistan. Scope of work included preparing research proposal and plan, training interviewers, screening and testing respondents, analyzing and presenting results in SPSS and preparing the final research reports & presentations
  • Pakistan International Airlines
    Trainee Engineer: Boeing Aircraft Electrical / Electronics Systems Maintenance
    Pakistan International Airlines Nov 1998 - May 2003
    Karachi
    (Pakistan International Airlines in the national flag carrier & the largest airlines of the country with a total fleet of around 40 aircraft including Boeing 777, Boeing 747, Boeing 737, Airbus 310, Airbus 300 & ATR 42 airplanes)•Worked as an active member of the Airline’s ‘Boeing Line Maintenance Department’ team handling the 26-aircraft B777, B737 & B747 fleet including electrical/ electronics systems, instruments, computers & hydraulic / mechanical components Implemented the European Quality Management System (Joint Air Regulations-145) in the organization•Also, worked as ‘Safety Officer’ in Corporate Safety Department
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Omar Naeem, Cfa Education Details

Frequently Asked Questions about Omar Naeem, Cfa

What company does Omar Naeem, Cfa work for?

Omar Naeem, Cfa works for Beaconhouse National University (Bnu)

What is Omar Naeem, Cfa's role at the current company?

Omar Naeem, Cfa's current role is Assistant Professor - School of Management Sciences.

What schools did Omar Naeem, Cfa attend?

Omar Naeem, Cfa attended Utm, Cfa Institute, Institute Of Business Administration, National University Of Sciences And Technology (Nust), Lahore University Of Management Sciences, Government College University (Gcu), Lahore, Garrison Academy, Lahore, La Salle High School Multan, Saint Mary's Academy Lalazar, Rawalpindi.

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