Syed Rizvi, Cfa, Cpa, Caia, Abv Email & Phone Number

San Francisco, Ca, Us

Seattle, Wa, Us

Syed has practiced public accounting since 2008. He has extensive experience providing accounting and consulting services to alternative investment funds, including private equity, venture capital, hedge, credit, and real estate funds. He also has experience providing accounting services to corporate offices of alternative investment funds.In addition, Syed has advised executive management of alternative investment funds on operational matters, regulatory compliance, and accounting topics related to consolidation, revenue recognition, uncertain tax on foreign investments, derivatives and fair value measurement. He also has significant experience in valuation of private equity, real estate, and credit assets.

London, Gb

Assurance: Managed large teams, consisting of onshore and offshore professionals, to perform financial statements audit of alternative investment companies ranging from start-up to large cap investment funds. Also, analyzed and reviewed private company valuation models, which encompassed income and market models, debt and equity capital structure and distribution waterfalls. Serviced clients in San Francisco and Los Angeles, CA, and New York City, NYConsulting: Provided consulting services to clients within banking, broker-dealer, asset management and healthcare insurance industries. Led large teams of consultants on projects at Fortune 500™ financial services companies across the United States to deliver high quality solutions.Select Portfolio of Consulting Services Provided: - Operational risk analysis and organizational transformation services provided to a leading bank's mortgage banking unit to manage operational and regulatory risk resulting from the implementation of the HAMP Act (Manager – Columbus, Ohio); - Business and IT integration services provided to a leading broker dealer as part of its acquisition of an online brokerage firm (Senior Consultant – Chicago, Illinois); - Financial risk analysis provided to a leading mortgage service provider's loss mitigation department (Senior Consultant – Dallas, Texas); - Performance improvement services provided to a leading insurance company (Consultant – Atlanta, Georgia).

London, Gb

London, Gb

London, Gb

New York, Ny, Us

Selected to participate in a highly competitive global corporate responsibility fellows program, in partnership between EY and Endeavor, to provide consulting services to entrepreneurs of Arara in Santiago, Chile. Worked collaboratively with Arara's CEO to adopt a standardize financial reporting for the company, determine Arara's enterprise value and streamline Arara's operational processes.

Provided sell side equity research on companies in the Clean Technology and For-Profit Education industries like SunPower Corp, First Solar Inc and DeVry Inc. Participated in quarterly earning calls of firms under coverage; discuss analyst recommendations with sales team and institutional clients. Maintained and updated DCF models of companies under coverage by revising cash flow projections, adjusting variable expense ratios, reevaluating the reasonableness of fixed expenses and adjusting the discount factor due to any capital structure changes. Assisted senior analyst with EPS estimates by analyzing updated DCF models and company/industry comparables.

Zurich, Ch

Provided high-net-worth and institutional clients with fundamental top-down research on public companies. Industries under coverage included technology, telecommunication and media. Participated in weekly meetings with Portfolio Managers and Research Analysts to discuss new investment ideas and strategies.