Experienced analyst in investments, debt capital markets, transaction management, strategy, market research, portfolio analysis, and underwriting.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
Work History
Analyst - Investment
RivingtonHark
06.2023 - Current
Analyze various real estate investment opportunities
Performed acquisition analysis, developed complex financial models and development appraisal, strategy & analysis, and business plan preparation.
Deal scenarios analysis and hypothesis testing
Deal structuring and transaction management.
Collaborated with diverse teams to gather and document precise business requirements for alignment with organisational goals.
Prepared comprehensive analyses and reports for management to inform strategic decision-making.
Collaborated with cross-functional teams to implement operational improvements and business strategies.
Present deal opportunities to the investor Committee and participate in discussions to explain investment rationale
Worked closely with other equity investors.
Oversee and update portfolio analysis of existing assets under management
Assist the asset management team with the preparation of quarterly reports.
Associate - Debt and Investment
RMZ Alternate Investments
02.2022 - 05.2023
Assessment of new real estate investment opportunities
Preparation of complex financial models, viability analysis, covenant scenario analysis, analysis of joint development and joint venture structures, forecasting promoting structure(fund side), project risk assessment, reviewing of due diligence reports, market research and deal underwriting
Preparation of development appraisals.
Worked closely with various private equity funds on structuring joint ventures.
Built and updated financial models to support ongoing budgeting and forecasting processes analyse complex information and processed real-time data.
Deal negotiations & structuring.
Collaborated with other stakeholders periodically for deal understanding.
Compiled and assessed investment pricing, yield and expected changes.
Preparation of investment docs including but not limited to deal notes and deal presentation decks for investment committee approvals
Documentation and compliance management.
Handled pre & post disbursement activities, ensuring compliance to conditions precedence for disbursement, execution of transaction documents
Portfolio monitoring & analysis for projects under investments
Risk identification and mitigation measures
Monitoring portfolio health and preparation of portfolio review report
Worked with business teams to identify issues affecting financial results and profitability.
Assistant Manager - Strategy and Investment Advisory
JLL
03.2017 - 02.2022
Real Estate project valuations/appraisals of various property types such as residential, retail, office, Industrial and hospitality which are in various stages of development (proposed, non-stabilized, and stabilized)
Developed complex financial models
Deal Structuring and transaction management
Feasibility studies, financial analysis, and due diligence for proposed Real Estate assets
Worked with various private equity funds and lenders.
Responsible for Project and Investment Monitoring
Conducting primary and secondary research on micro-markets
Analyze subject property information such as lease agreements, sale, and purchase agreements, tenancy schedules, historical operating information, and operating projections.
Responsible for Real Estate Advisory such as Feasibility reports, Market Research, Highest & Best use studies for Developers, Government Institutions, Funds, etc
Actively carrying out complex market assessments and demand assessments
Dealing with developers, brokers, investment banks and private equity firms
Preparing proposals and pitch documents for clients and government bodies based on RFP, client requirements, bid/tender, etc.
Education
MBA - Real Estate Finance
NICMAR University
06.2015 - 03.2017
Bachelor of Technology - Civil Engineering
KL University
06.2011 - 04.2015
Skills
Financial Modelling
Scenario analysis and hypothesis testing
Investment and Transaction Management
Deal Screening and Structuring
Development Appraisals
Market Research
Microsoft Office Suite
Preparation of Investment and Credit Proposals
Deal Underwriting
Reporting
Data Analytics and modelling
Project Viability Analysis
Asset/Portfolio Monitoring
Accomplishments
RMZ Founder award for best deal screening
JLL Strategic Consulting Super Star
JLL CEO excellence award
Custom
Lawn Tennis
Cycling
References
References available upon request.
Timeline
Analyst - Investment
RivingtonHark
06.2023 - Current
Associate - Debt and Investment
RMZ Alternate Investments
02.2022 - 05.2023
Assistant Manager - Strategy and Investment Advisory