Pardeep Kumar, Cfa, Caia

Pardeep Kumar, Cfa, Caia Email and Phone Number

ECM | Private Equity | Real Estate | Portfolio Management | M&A | Debt Restructuring @
Pardeep Kumar, Cfa, Caia's Location
Dammam, Eastern, Saudi Arabia, Saudi Arabia
Pardeep Kumar, Cfa, Caia's Contact Details

Pardeep Kumar, Cfa, Caia personal email

About Pardeep Kumar, Cfa, Caia

Experienced investment professional with more than a decade of professional journey across private equity, public equity, real estate, merger & acquisition. I have covered a large number of industries and develop a deep understanding of companies. My contributions are not just limited to the growth of existing businesses but I have contributed to the achievement of strategic vision of the organization.

Pardeep Kumar, Cfa, Caia's Current Company Details
Albawardi Investments

Albawardi Investments

ECM | Private Equity | Real Estate | Portfolio Management | M&A | Debt Restructuring
Pardeep Kumar, Cfa, Caia Work Experience Details
  • Albawardi Investments
    Portfolio Manager
    Albawardi Investments May 2024 - Present
    Saudi Ara
  • Albawardi Investment Company
    Senior Associate - Investments
    Albawardi Investment Company Mar 2023 - May 2024
    Saudi Arabia
    Working on buy side acquisitions across different industries.Sourcing, assessing investment opportunities and managing the deal flow. Managing the direct & indirect investments due diligence process. Monitoring investments in the portfolio companies and regularly presenting periodic performance to the senior management.Working on merger & acquisition strategies for group companies which involves identifying potential target companies for vertical or horizontal integration… Show more Working on buy side acquisitions across different industries.Sourcing, assessing investment opportunities and managing the deal flow. Managing the direct & indirect investments due diligence process. Monitoring investments in the portfolio companies and regularly presenting periodic performance to the senior management.Working on merger & acquisition strategies for group companies which involves identifying potential target companies for vertical or horizontal integration, assessing the companies and managing the overall due diligence process.Engaging with banks for leveraging the investments in various sectors. Actively involved in assessing greenfield projects in various sectors. Assessing the feasibility of assets under RE portfolio, creating a divestment plan of RE each year. Assessing the viability of propco investments in RE, creating alternative strategic options for propco investments.Assessing the feasibility of any new direct investments in RE.Creating a cash deployment plan for PE & other alternative investments each year.Periodic review of public equity investment portfolio in local markets for rebalancing. Expanding the group’s investment reach beyond the local market. Correspondence with advisors managing international mandate. Regular review of group’s bank financing conditions.Participation in strategic decision making of the group companies to unlock their value. Designing debt restructuring strategies based on financial health of group companies. Actively involved in the IPO process of a group company listed on the parallel market of Saudi Stock Exchange.Working on the latest IPO opportunities in the Kingdom, region.Leading the financial planning and analysis of group companies.Actively involved in making turnaround strategies for group companies including designing their treasury, working capital management strategies. Show less
  • Albawardi Investment Company
    Associate - Private & Public Equity
    Albawardi Investment Company Feb 2021 - Mar 2023
    Saudi Arabia
  • Albawardi Investment Company (A Subsidiary Of Albawardi Group)
    Senior Investment Analyst
    Albawardi Investment Company (A Subsidiary Of Albawardi Group) Dec 2019 - Feb 2021
    Saudi Arabia
  • Hbl Asset Management Limited
    Research Analyst
    Hbl Asset Management Limited Feb 2019 - Oct 2019
    Karachi
    Responsibilities: Evaluate potential investment opportunities across various sectors using relevant metrics & tools. Developing financial models, analyzing financial statements, drafting presentations for fund management.  Performing valuation analysis of companies using Discounted Cash Flow (DCF) & other relevant methodologies.  Assessing industry dynamics to form a view on drivers of performance. Recommending portfolio allocation to specific sectors under coverage… Show more Responsibilities: Evaluate potential investment opportunities across various sectors using relevant metrics & tools. Developing financial models, analyzing financial statements, drafting presentations for fund management.  Performing valuation analysis of companies using Discounted Cash Flow (DCF) & other relevant methodologies.  Assessing industry dynamics to form a view on drivers of performance. Recommending portfolio allocation to specific sectors under coverage with an emphasis on optimizing fund returns. Proactively suggesting new investment ideas on stocks with key investment rationale, entry and exit strategies.  Performing other operational tasks such as making IC presentations, minutes of IC meeting & fund manager report (FMR) write-up. Show less
  • Akseer Research (Pvt) Ltd
    Team Lead / Senior Investment Analyst
    Akseer Research (Pvt) Ltd Mar 2017 - Jan 2019
    Karachi
    Responsibilities:  Evaluation of potential investment options (public & private sector companies) for our clientele in Pakistan, Saudi Arabia, and UAE.  Managing private equity projects which include making feasibility studies, evaluating the business plans, etc. Worked in multiple project teams and reported to the head of the division. Assisted in project management related to private equity investments. Executed various client projects independently related to… Show more Responsibilities:  Evaluation of potential investment options (public & private sector companies) for our clientele in Pakistan, Saudi Arabia, and UAE.  Managing private equity projects which include making feasibility studies, evaluating the business plans, etc. Worked in multiple project teams and reported to the head of the division. Assisted in project management related to private equity investments. Executed various client projects independently related to equity & economy including annual budget, analysis of the auto sector in Saudi Arabia, etc. Experienced with Bloomberg, S& P Capital IQ financial terminals.  Effectively supervised a team of analysts and assisting them in numerous ways to ensure team goals are met. Developed a model portfolio, suggested rebalancing in the portfolio for an asset management company. Wider breadth of coverage across multiple markets. Mid-stream & down-stream oil & gas sector, cement, fertilizer,banking, transportation,flat steel,automobile, sugar, textile, healthcare, real estate, consumer staples and durables, petrochemcial,chemical, packaging, etc. Show less
  • Akseer Research (Pvt) Ltd
    Investment Analyst
    Akseer Research (Pvt) Ltd Dec 2014 - Feb 2017
    Karachi
    Sector under coverage:Fertilizer, Autos,Cement, Chemical, Consumer Durable. During my tenure, I worked for an international client as well. I have covered companies in airline, cement, building and construction, real estate, pharma, power generation, oil and gas. cable and electrical goods of local stock market (KSE) and various stock market around the world.Moreover, I co-supervised and trained 5 junior analyst during the same period.
  • Mushtaq & Company
    Senior Auditor
    Mushtaq & Company Jan 2012 - Jun 2013
    Karachi
    Responsibilities:  Carrying out audit planning including initial planning meetings with clients.  Extending audit strategies in consultation with the engagement manager. Evaluating underlying audit risk in the light of an assessment of client's overall control environment. Performing initial analytical review, understanding major business processes, analysis and testing of internal controls. Efficiently reviewing work performed by audit assistants throughout the… Show more Responsibilities:  Carrying out audit planning including initial planning meetings with clients.  Extending audit strategies in consultation with the engagement manager. Evaluating underlying audit risk in the light of an assessment of client's overall control environment. Performing initial analytical review, understanding major business processes, analysis and testing of internal controls. Efficiently reviewing work performed by audit assistants throughout the course of the audit. Preparing final audit deliverables - audit report, covering letter to the Board of Directors and Management Letter. Show less

Pardeep Kumar, Cfa, Caia Education Details

  • Cfa Institute
    Cfa Institute
    Esg
  • Caia
    Caia
    Alternative Investment
  • Cfa Institute
    Cfa Institute
    Cfa
  • Acca
    Accounting And Finance

Frequently Asked Questions about Pardeep Kumar, Cfa, Caia

What company does Pardeep Kumar, Cfa, Caia work for?

Pardeep Kumar, Cfa, Caia works for Albawardi Investments

What is Pardeep Kumar, Cfa, Caia's role at the current company?

Pardeep Kumar, Cfa, Caia's current role is ECM | Private Equity | Real Estate | Portfolio Management | M&A | Debt Restructuring.

What is Pardeep Kumar, Cfa, Caia's email address?

Pardeep Kumar, Cfa, Caia's email address is pa****@****ail.com

What schools did Pardeep Kumar, Cfa, Caia attend?

Pardeep Kumar, Cfa, Caia attended Cfa Institute, Caia, Cfa Institute, Acca.

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