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Analysis, Investment Banking, Credit, Investments

Location:
Irvine, CA
Salary:
100000
Posted:
October 28, 2015

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Resume:

Rizwan Ahmed, CFA

*** ***** *******, ******, ** *2606 • 213-***-**** • acr8sb@r.postjobfree.com

WORK EXPERIENCE

BCC Capital Partners California, USA

Consultant October 2014 - Present

Assisting local and international clients in capital raising, private placement, Mergers & Acquisitions (M&A), valuations and financial advisory business. Currently actively involved with the following major transactions:

Raising capital for multiple companies in California, USA

M&A transaction in media space within Middle East.

Launching two Middle Eastern restaurant chains in USA and raising financing for those businesses.

Advising Middle Eastern investors with real estate investments in California.

Licensed FINRA Series 79 Limited Representative, Investment Banking California headquartered bank Los Angeles, USA

Consultant May 2014 – July 2014

Performed extensive primary and secondary research on healthcare segments within California as member of MBA project team. Conducted more than 50 primary interviews with healthcare experts.

Identified attractive and relatively less attractive segments for lending to support market entry strategy.

Presented findings and recommendations to senior members of the client team. National Bank of Kuwait Kuwait City, Kuwait

Senior Manager, Investments 2011 – 2013

Advised the bank on its $60 million direct equity investment portfolio and led the credit analysis team for new bond purchases for a $2 billion buy-to-hold fixed income portfolio in the largest bank in Kuwait.

Oversaw a regional equity portfolio of eight companies in telecom, investments and real estate sectors. Identified strategic and/or high yielding investments and achieved portfolio yield of approximately 10%. Transactions of note include: Leading internet service provider Qualitynet and a major investment holding company in Lebanon, Intra Investments (consolidated transaction size $40 million).

Spearheaded fixed income credit team (zero delinquencies and portfolio doubled in size within a single year).

Actively participated in preparation of credit appraisal policy for the department. Transactions of note: sovereign (Qatari & UAE) and corporate bonds within emerging markets. Noor Financial Investment Company Kuwait City, Kuwait Associate Director, Investment Banking 2005 – 2011 Consultant to group companies and led a three member team of analysts to achieve financial close for equity investments worth $300 million across geographies in financial services, energy, utilities and telecom space.

Played an integral role in the drafting and finalization of investment policy and executed direct equity investment transactions for proprietary book and clients (company achieved growth in assets from $500 million to $1 billion within two years).

Transactions of note: (a) undertook valuations, legal coordination and negotiations for purchase of majority stake in Pakistan’s first and largest Islamic Bank and achieved IRR of 15% (transaction size $80 million); (b) advised parent company in achieving 20% IRR on Alltel investment in USA (investment $100 million); Investment & Development Office, Government of Ras Al Khaimah Ras Al Khaimah, UAE Assistant Vice President 2004 – 2005

Advisor to the Emirates of Ras Al Khaimah (UAE). Originated, reviewed and recommended new investment opportunities for the Emirate; Successfully executed IPOs for RAK Petroleum and RAK Properties. MCB Bank Ltd. Karachi, Pakistan

Assistant Vice President 2001 – 2004

Initiated and successfully closed several syndicated and structured financing transactions in the largest private bank with returns ranging from 15% to 20%. Transaction size ranging from $5 million to $15 million. JCR-VIS Credit Rating Co. Karachi, Pakistan

Financial Analyst 1999 – 2001

Assigned credit ratings to client companies within leasing and Modaraba sectors (entire due diligence process) Rizwan Ahmed, CFA

318 Santa Barbara, Irvine, CA 92606 • 213-***-**** • acr8sb@r.postjobfree.com EDUCATION

University of Southern California, Marshall School of Business Los Angeles, CA Master of Business Administration July 2014

Dean’s List (Current GPA: 3.96 out of 4.00); GMAT score: 750 CFA Institute Virginia, USA

Chartered Financial Analyst (CFA) September 2003

Institute of Cost & Management Accountants of Pakistan (ICMA) Karachi, Pakistan Associate of the Institute of Cost & Management Accountants of Pakistan (ACMA) May 2002 Institute of Business Administration (IBA) Karachi, Pakistan Masters of Business Administration December 1998

Institute of Business Administration (IBA) Karachi, Pakistan Bachelors of Business Administration December 1997 ADDITIONAL QUALIFICATION

Institute of Bankers Pakistan (IBP) Karachi, Pakistan Diploma 2003

CERTIFICATES

FINRA Series 79 License (Limited Representative Investment Banking)

Attended a 5-week course in Islamic Banking arranged by Center for Islamic Economics

Attended a 4-day certificate course in Dubai on “Moody’s Financial Analyst (MFA) Software” ACADEMIC AWARDS

Gold medal in ICMA (Cost & Management Accounting) Final Examination (2002)

Distinction in subject of Accounting in Institute of Bankers Pakistan (IBP) Exams Stage II (2002)

3rd position in BBA (Hons.) at IBA – Sixth Semester (1997)

3rd position in BBA (Hons.) at IBA – Second Semester (1994) MAJOR PUBLICATIONS

Various articles and letters in Kuwait Times (Kuwait), Dawn (Pakistan) and Pakistan & Gulf Economist

(Pakistan) on diverse subjects. Some noteworthy articles are:

“Analysis of Leasing Companies” in DAWN and Pakistan & Gulf Economist.

“The Role of Credit Rating in Pakistan” in DAWN and Pakistan & Gulf Economist.

“Rating of Insurance Companies” in Pakistan & Gulf Economist. ADDITIONAL INFORMATION / INTERESTS

Member of The Honor Societies of Phi Kappa Phi & Beta Gamma Sigma,

Proficient in MS Office & Bloomberg,

Expertise in Excel / Pivot Tables,

Familiarity with SQL, HTML, SQL Scripting (Dreamweaver) and E-Views. LANGUAGES

Fluent in English, Urdu & Hindi languages;

Basic knowledge of Arabic.



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