Rupesh Thomas. Mba, Cpm Email & Phone Number

Bahrain

EKKanoo is Toyota's sole dealer in Bahrain with approximately $1.5 bln annual turnovers in revenue and employee strength around 3,000.Key Responsibility:• Investment Manager tracking multi-asset class at Bahrain's largest family office with over $200 Million in AUM covering major international markets.- Work on a variety of transactions in all stages, from initial client pitches to transaction closings.- Compile market data and supporting information for acquisition targets to support the underwriting and due diligence effort.-Develops and implements investment strategies for family members. Determines the best products to support such strategies. Presents sound financial recommendations and guidance. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.. Presents KPI's to the investment committee with more data visualization techniques.. Incharge of Investment accounting adhering IFRS-9, financial reporting.Key Deliverables:• Actively conducted origination, deal screening, financial modelling, valuation, and eventually the recommendation to the Investment Committees.• Maintained strong relationships with the management team, external advisors, investment banks, consultants and legal counsel involved in transactions.• Identified outperforming stocks in large and mid-caps with a target of 2/3rd of the calls going right.• Implemented various valuation models and promptly updating research notes on various companies.• Provided executives information to meet cash and liquidity targets, and other strategic goals.Main investment achievements:- Drafted Asset Management policy and procedure for the department and got approved from the IC.• Acquisition of major stakes in onshore/offshore companies.• Consistently generated alpha against benchmarks.

Sultanate Of Oman

W.J. Towell & Co.LLC was founded in 1866 and is one of the oldest family businesses in the Gulf region.Employee Size: Around 6000 employees.Key Responsibility:• Responsible for managing Groups Investments in multi Asset classes across all major markets.• Review and implement strategic and asset allocation objectives.• Conduct financial feasibility on potential investments with comprehensive fundamental and technicalfeasibility with passive as well as active strategic insights.•Quarterly initiate risk assessment through sensitivity analysis and other valuation methods.• Conduct in-depth due diligence process (return & risk analysis) to find out the results matches theorganization's investment criteria.• Generate investment summary note on prospective investment.• Lead Board and Investment Committee meetings and quarterly portfolio reviews for family members and group.•Improve the quality of investment decisions by analyzing trends and performance of target companies in the IT and Consumer Discretionary sector, and preparing reports and recommendations on high-profile investment targets while generating above target gains.• Forecast fundamental and technical analyses of over 50 equities through the use of equity evaluations, portfolio modelling techniques, and performance measures using industry-leading software.• Perform extensive formal presentations in a team environment based on in-depth research, data analysis, and numerous written reports to asses and facilitate portfolio management decision making.Main Achievements:• Implemented Investment management policy guidelines for short - long term.• Utilized diverse technical/fundamental data and market timing strategies to execute long-only trades in individual stocks, sectors, and country ETFs.• Increased trading book revenue 12% YOY.• Reduced trading execution costs via negotiation by 50%, thereby offering more competitive rates.

Oman

Shurooq is the elite subsidiary of Global Investment House Kuwait & W.J. Towell & Co.LLC. Global Investment House K.S.C. (Global) is a regional asset management & investment banking firm headquartered in Kuwait with offices in major capital markets in the MENA region.-Assigned to structure, implement and manage Clients portfolio with the international capital market mandate. -Articulated and maintained a robust and consistent investment process by adhering to the client's respective investment policy.-Conduct sector research and draw upon the resources of research analysts, as well as other primary and secondary research sources, in making portfolio decisions.-Create and maintain complex financial models using Excel and Bloomberg terminal to forecast leveraged cash flows and financial return metrics for potential and existing investments.- In-house Investment Universe creation based on the Investment Committee's guidelines and reviewed every quarterly.-Complete other tasks as needed to support the Company's investment management protocols and to help improve the performance or reduce the risk of an investment.- Perform presentations and other client-facing activities to deliver proper product messages to clients.- Verification of Investment Notes/Research Reports from Analyst & Investment Recommendation given.• Help structure business plans, perform due diligence and produce well-organized investment memos for presentation to the Investment Committee. • Portfolio Monitoring & Rebalancing.• Performance Measurement & Performance reports preparation.• Follow the trading process according to in-house Asset Management Procedure & Manual.• Co-ordinate with Wealth Management & Marketing team for many deal origination.

Oman

• Co-ordinate with each Department Heads – Weekly Operations Review.• Takes a lead role in monitoring the identification & development of strategic projects.• Assist departments in enforcement of project deadlines and schedules.• Identifies the Organisation’s strength & weakness and suggest areas of improvement.• Manages Group Working Capital & Leases.• Consolidates & analyzes profitability, revenue & payments.. Quarterly Presentation to management.• Preparation, analysis, negotiation, and review of contracts related to the purchase or Hire of equipment, materials, supplies, products.• Initiates Performance Management System.

London, United Kingdom

-Company identification and evaluation: Identity and rigorously assess investment opportunities.-Market Assessment and ongoing market analysis: Conduct macroeconomic, regulatory, and operational assessments-Provide sector analysis of priority areas for investment: Investor qualification and relations.- Assist in identifying qualified investors: Manage numerous investor relationships-Transaction support: Assist team in supporting complex transactionsGenerate equity research reports based on financial statement analysis, quantitative/qualitative research and sensitivity testing.Construct fundamental reports on over 50 LSE/NYSE/Nasdaq small/mid-cap tech, financial service and pharmaceutical companies.Analyze companies for investment viability using Discounted Cash Flow Analysis in order to find the intrinsic value of its equity.Analyze index funds and formed swing-trade strategies under speculation of certain events such as weekly Fed meetings; helped clients achieve 50% return in a short window.Explore untapped opportunities in listed fixed income securities which resulted in returns of 13.6% per year.Held weekly conference meeting to optimize investment strategies and synopsize market industry trends.Key Achievements:Recommended 60 equity ideas in a broad range of industries through financial statement analysis techniques and industry research which resulted in more than 75% of stocks realized their target price during the stated tenure 24 stocks achieved more than 40% returns.

Kerala, India

Relationship Development: Enhance the company's vendor relationships and customer engagements.Liaison: Acting as a nodal point between key customers.Market Development: Creating a viable business for key customers by product portfolio understanding and opportunity exploration.Successfully grew the company's sales pipeline by identifying and engaging prospective clients.Communicated with material suppliers and manufacturing factories, oversaw bulk purchase and fulfilled contracts.Engaged in the core operations of the business.Preparation of Cash flows, fund flows & budget projections and variations.Assisted in the Income statement and balance sheet preparations.

Entrepreneurship Specialization Certificate

Wharton's Entrepreneurship Specialization covers the conception, design, organization, and management of new enterprises. This five-course.

Mba, From Uk, Finance

Activities and Societies: LSE Workshops, NYU Equity Valuation class, Investors Club, Technical Analysis Seminars,

Bachelors In Commerce, Accounting, Finance, Corporate Law, Taxation

Activities and Societies: Students Welfare Campaign.

Cpm, Portfolio Management, Passed

Advanced certification Course in Portfolio Management. Emphasis on valuation of different asset classes and relative pricing, portfolio.