Sateesh Balani, Cfa Email & Phone Number

Dubai, Ae

Dubai, United Arab Emirates

• Supervise financial analyst in the team for debt and equity instrument research. • Prepare comparison of different economies (debt ratios, GDP etc.) and sovereign bond valuations.• Supervise financial analyst in the team for debt and equity instrument research. • Prepare comparison of different economies (debt ratios, GDP etc.) and sovereign bond valuations.• Lead Special Projects (Online Trading Terminal Launch, Regulatory Liaison and P&L Optimization).• Provide information to Relationship Managers and clients in line with their requirements and assist in achievement of AUM growth and revenues from Investment products.• Keep the bank's frontline staff informed about the different research publications, providing pertinent and timely details on global Capital Markets, Asset Classes, and market strategy ideas.• Keep abreast of latest trends on Investment products, financial markets, consumer behaviors and use of technology in providing investment solutions.• Coordinate with Securities and Commodities Authority (SCA) on various regulatory requirements.

Pakistan

• Developed a macroeconomic model for Pakistan’s economic outlook• Identified investment opportunity within power sector which yielded 100%+ return in a year. • Developed financial models of diverse sectors including financial services and manufacturing companies.• Led valuation and due diligence of private investments within healthcare, technology and agri-tech industry.• Extensive coverage of Banking, Cement and Fertilizer sectors.

Pakistan

Karachi

• Received Best Research Report award (runner-up) by CFA Society Pakistan.• Comprehensive equity research on energy and materials sector• Led business development efforts and on boarded new institutional as well as high net worth individual clients which increased brokerage revenue of the firm by 10%.• Completed independent valuation report for a private M&A transaction of a medical care company.• Added a unique revenue stream for the firm i.e. retainer ship against quarterly international and local energy pricing analysis for second largest Oil & Gas Company of Pakistan.

Karachi

• Developed a team from scratch and trained a team of three (3) analysts on both equity and fixed income valuation.• Part of the investment committees responsible for all investment plans and funds (equity, fixed income and balanced funds) with cumulative average Assets under management of PKR50 bn (US $300 Mn).• Equity funds (both Conventional and Islamic) outperformed peers and topped their league in FY19.

Karachi

Pakistan

• Prepared turnaround strategy for Engro’s rice business along with detailed study on the sector.

Pakistan

Working in New Ventures DivisionResponsible to evaluate power sector related opportunities within and outside PakistanWorking on wide range of technologies within power i.e. wind, solar, coal and gas based power plants. Evaluate and analyse returns and risks of potential power projects for investments as well as O&M servicesCoordinate with technical team for evaluation of proposed projects for investments as well as servicesBuild and maintain on feasibility financial models of proposed power projectsWork on capital structuring of proposed power projects to achieve optimum IRR with lowest possible riskCoordinate and engage with NEPRA over proposed tariff models for power plants based on different technologies and fuels and diverse sizesResearch on global as well as domestic energy markets particularly fuels of thermal power plantsBuild and maintain an energy database to analyze power sector of Pakistan and find out optimal solutions for energy crisis resolutionWork on propositions for some strategic issues related to business improvement and profitability improvementDevelop and monitor departmental operational costs and capex budgets. Coordinate with other departments for budgeting and control. Work on board presentations for reporting on progress of power projects under development and propositions for other investmentsCurrently part of the team working on project development of greenfield power project

Pakistan

• Assist Head of Research in managing a team of 7 analysts and 3 database professionals• Train junior analysts and graduate trainees • Cover companies within cement, oil marketing,oil exploration & production and fertilizer sectors• Assist junior analysts in covering textiles and power sector• My coverage included one of the largest conglomerates of Pakistan i.e. Engro Corporation invested in fertilizer, consumer, petrochemicals, storage, trading and energy businesses. • Worked on different revenue sources for the department and made sample dashboards and research reports for the outsourcing project. • Write research reports having investment pitch and in depth analysis of business fundamentals of companies under coverage• Come up with investment ideas related to various sectors and companies • Maintain relationships with management of companies under coverage and organize conference calls and corporate briefings of respective companies• Present investment case to clients on a frequent basis• Build and maintain relationships with domestic and international clients and provide them with investment recommendations• Provide research and data support to asset management companies and other high net worth clients• Provide assistance to other departments of the company including equity retail strategy, finance and sales• Work on business development assignments as per need basis

Research on companies listed on the Karachi Stock Exchange and mainly focused towards power, cement and textile business units. • Perform financial analysis of various companies under coverage, make earnings projections and determine fair values by making and using financial models on detailed spread sheets.• Update financial models on a periodic basis by reviewing investment theme and projections• Write research reports having investment pitch and in depth analysis of business fundamentals of companies under coverage• Analyze public information related to sectors & companies under coverage and identify investment opportunities for retail and institutional investors.• Build and maintain relationships with institutional clients and high net worth and providing them investment recommendations.

Interned at Taurus securities in research department

worked as an internee at FTC branch of National Bank of Pakistan and learn t about different branch operations and procedures.

Interned at Money Market and Fixed Income Sales department: learnt about money market activities along with settlement operations.

Cleared Cfa Level 3, Investments And Securities

Mba, Finance, 3.21

Activities and Societies: Participant of Global Investment Research Challenge(CFA Institute) as student representative of IoBM and my team.

Bba (Hons), Finance, 3.46

Activities and Societies: Merit scholarship at IoBM Participant of P & G Business Launch Competition Participated in 2-day workshop.

Intermediate, Pre-Medical

Ssc, Science