Musaddiq Jawaid
Bristol
Summary
Work collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Results-driven Investment Analyst bringing Four years of success in Investment Industry. Astute, organized and methodical with articulate communication style and personable nature.
Overview
4
4
years of professional experience
Work History
Financial Analyst
Unity Foods Ltd
Karachi
10.2020 - 09.2021
- Overseeing multiple Capital Investments each approximately PKR 5Bn or higher with overall accountability of a portfolio of Strategic Investments
- Reviewing the final project budgets and scheduling worked out by Junior Analysts
- Leading the process of projects business cases preparation and ensuring submission to the MNIB (Manufacturing Infrastructure Investment Board)
- Monitoring the Project Execution Plan process, documenting the project delivery strategy
- Preparing monthly progress reports and Keeping the Steering Group and Sponsors informed of critical issues pertaining to projects success
- Preparing of materials required to support the valuation sign-off process for the Valuation Committee, the Fund
- Board, and the auditors
- Participation in business development initiatives, including research of potential target companies, identification of new business opportunities, creation of presentation and pitch materials for sponsors, board of directors and business solicitation
- Performed business valuation and synergy analysis of more than 15 companies for the purpose of acquisition
- Key transactions:
- Performed detailed business valuation of Sunridge Foods (Pvt) Ltd.Unity Foods to acquire remaining 35% shareholding
- Performed critical evaluation of working capital movement of Unity Foods and Sunridge Foods; assisted in raising
- PKR 3Bn (USD 14.3Mn) sukuk bond to fund cash shortages
- Prepared financial model for Unity Foods and associated companies
- Also prepared investor presentation reports for foreign Road Show and corporate briefing session
- Performed detailed analysis and business valuation of Reem Rice Mills (Company owned by Al-Ghurair UAE &
- Al Muhaidib group of KSA) for acquisition purpose on behalf of Unity Foods Ltd; transaction worth USD 3.6Mn
- Assisted in raising PKR 700mn (USD3.3Mn) for expansion of PESA roller mill of Sunridge Foods (Pvt) Ltd by mode of rights issue
- Performed Business Valuation and Strategic Analysis for acquisition of UniFood Industries Limited with a transaction value of PKR 1.2Bn (USD 6.2Mn)
- Initiated the revenue generation strategy from e-commerce platform and introduction of superstores in selected
- Urban area based upon the consumer spending survey data
- Worked closely in preparation and finalization of information memorandum, prospectus, valuation and book building process for IPO of one of the Long term invested companies, PABC (Pakistan Aluminum Beverages Can) which was also the Pakistan’s second largest IPO
- Valued and priced securities and companies based on historical, current and forecasted information.
- Collaborated on projects with lawyers, accountants or public relations experts.
- Developed spreadsheet models for diverse projects and analysis.
- Created and maintained precise and accurate models, charts and reports.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Helped stakeholders make good choices by presenting information on general trends and entire industries.
- Ran and analyzed monthly revenue risk reports for executive team.
- Assisted companies with choosing and timing investments for optimal results.
- Solved financial problems with use of diverse analytical and modeling techniques.
- Supported financial transactions and investment details by preparing supporting transactions.
Executive: Research And Investment Advisory
Colliers International
Karachi
01.2020 - 09.2020
- Financial and management reporting for Real Estate portfolio assigned
- Including preparing and analyzing return goals
- Preparation of Financial Models of different Real Estate related projects to perform detailed analysis of Capital
- Expenditures, cashflow, overall return of the project
- Performing location, market, property, tenant and economic research to address portfolio management and investment strategy questions and opportunities
- Keeping track of high-level market data including real estate supply/demand fundamentals, investment returns, capital market trends and economic indicators across Karachi, Lahore and Islamabad markets and prepare quarterly market highlights
- Undertaking specialized research addressing evolving portfolio management and investment strategy questions and opportunities
- Providing support with due diligence and financial analysis related to refinancing, dispositions, development and re- development
- Key transactions:
- Successfully pitched the disposal of Services International Hotel at locked in price of USD 700 Mn to foreign investing company based on valuation and project evaluation
- Acquisition of new land worth USD – 60Mn for one of the Pakistan’s leading Habib Bank Limited (HBL) to utilize for the construction of new head office.
Equity Research Analyst
Akseer Research Pvt
Karachi
02.2018 - 12.2019
- Undertaking detailed analysis of financial statements to draft accurate financial projections and valuation assessments (for company covered stocks)
- Developing an in-depth knowledge of the sector to find the most attractive and hidden investment opportunities where mis-priced optionality and potential catalysts to drive the value of stock
- Writing regular, relevant, insightful commentary on equities and markets for publication on the company’s website and social media platforms for distribution to existing and prospective clients
- Working with the financial promotions team and maintaining familiarity with relevant regulatory developments to ensure all content is appropriate and compliant
- Maintaining up-to-date knowledge of sectors by analyzing quantitative and qualitative data, producing a monthly dashboard to discuss with the research team
- Liaising with the investor relations and management teams of portfolio companies (and any other relevant sources of industrial intelligence)
- Presentation of sector studies to Asset Management Companies and other investors upon request
- Recommendation of Portfolio Strategy
- Attending groupwide morning research meeting and Analyst’s briefing
- Keeping stakeholders (AMC’s, Stockbrokers,
- Individual account holders) up to date with industry-related news, trends, developments and any relevant insights
- Inter-Company Rotational Roles
- Developed sector primer and credit rating on behalf of a financial lending institution (Habib Metropolitan Bank) as a part of our corporate finance projects
- Performed research and investment appraisal for middle east clients (ValuStrat, SEDCO)
- Key sectors under coverage:
- Midstream & downstream oil sector, Manufacturing / assembling sectors which includes cement, fertilizer, chemical, steel, textile, sugar, autos, consumer discretionary & consumer staples, etc
- Services sector which mainly include banking, transportation, insurance, airline, healthcare, logistics (warehousing & transportation), etc
Equity Research Analyst
Fawwad Yusuf Securities (Brokerage House)
Karachi
07.2017 - 01.2018
- Provided investors with detailed ratings based on overall earnings performance.
- Analyzed information to determine viability and rebalance portfolio.
- Orchestrated client-centered financial packages factoring in current market trends.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Promoted successful investment plans with well-organized and smooth presentations.
- Generated ideas within various sectors.
- Developed reports for clients outlining statistical data points.
- Presented results of financial analyses to clients verbally and in written form.
Education
Master of Science - Finance And Investment
University of The West England – UWE
Bristol, United Kingdom10.2022
Professional Qualification - Accounts, Audit And Finance
Association Of Chartered Certified Accountants
London, United Kingdom07.2017
Higher School Certificate - Engineering (Pre-Engineering)
Aga Khan Higher Secondary School
Karachi, Pakistan07.2011
Secondary School Certificate - Computer Science
Gulshan Gems School
Karachi, Pakistan07.2009
Skills
- Financial Modeling
- Microsoft Office (Excel, Word, PowerPoint)
- Equity Research and Valuation
- Business Valuation
- Oracle Power Business Intelligence
- Industry Analysis
- Project Evaluation Bloomberg, S&P Capital I Q M&A Synergy Analysis
Timeline
Financial Analyst
Unity Foods Ltd
10.2020 - 09.2021
Executive: Research And Investment Advisory
Colliers International
01.2020 - 09.2020
Equity Research Analyst
Akseer Research Pvt
02.2018 - 12.2019
Equity Research Analyst
Fawwad Yusuf Securities (Brokerage House)
07.2017 - 01.2018
Master of Science - Finance And Investment
University of The West England – UWE
Professional Qualification - Accounts, Audit And Finance
Association Of Chartered Certified Accountants
Higher School Certificate - Engineering (Pre-Engineering)
Aga Khan Higher Secondary School
Secondary School Certificate - Computer Science
Gulshan Gems School
Similar Profiles
Sheikh AdeelSheikh Adeel
Deputy Manager Treasury at Unity Foods LtdDeputy Manager Treasury at Unity Foods Ltd
Ammar AhmadAmmar Ahmad
Manager Receivables & Credit Controller at Sunridge Foods (Pvt.) Limited (A subsidiary of Unity Foods Limited)Manager Receivables & Credit Controller at Sunridge Foods (Pvt.) Limited (A subsidiary of Unity Foods Limited)
Therese InzerilloTherese Inzerillo
Supervisor at Unity World Headquarters at Unity Village, Silent Unity PrayerSupervisor at Unity World Headquarters at Unity Village, Silent Unity Prayer