Manager Management

Resume of a Generalist Investment Professional

HIGHLIGHTS

Strong Analytical (lateral and creative thinking on multiple, unrelated projects) & Quantitative skills

Absolute Valuation (DCF) & Relative Valuation (multiples approach) expertise for Equities.

Financial Modelling (MS Excel) & Financial / Equity Analysis (cash flow emphasis) skills

Exposure to Alternative Investments, Fixed Income, Structured Products, Portfolio Management & Asset Allocation

Strong Academic Credentials – BE (Mechanical); PGDBM (Finance); CFA, USA; CAIA, USA.

Brief Generalist Investment Professional with broad exposure in investing in equities and businesses.

Introduction My investment philosophy deemphasizes unnecessary action in the stock markets - I prefer being intellectually active or physically

and Investment

active meeting people with exciting business ideas than actively trading in the markets. I prefer sitting on cash waiting patiently for

Philosophy

valuations that afford a margin of safety before initiating an investment rather than engaging in purposeless motion.

I generally prefer the long side of the equation expecting to be hit by a positive "black swan" event. I prefer concentrated portfolios

and assess the cost of equity subjectively based on my understanding of the embedded risks in a business and its balance sheet.

WORK EXPERIENCE

Start-up Investment Company (Proprietary Investments), Muscat, Oman

Senior Investment Manager (July 01, 2006 to Present)

Job Profile: Evaluating businesses, for taking strategic equity stakes, for direct equity investing with a view to boost the performance of the

investee company by providing strategic, operational, managerial and financial inputs; Working closely with the investee

company’s management team in realizing business goals; Guiding / Supporting / Challenging the investee company

management in formulation and execution of corporate strategy and financial budgeting; Monitoring the investee company

performance through regular formal and informal interactions; Guiding the Finance Departments of the Investee Companies

during their external and internal audit process; Supporting / Guiding / Supervising the Accounts department in the external

financial supporting of the investment company; Liaising with the Banks for the credit facilities;

Investing company funds in the secondary equity markets; Evaluating new investments with a long-term horizon perspective

while emphasizing business model and strategy of the company; Contacting investment professionals and companies to get

information and follow-up on opportunities; Follow-up and update of existing investments and positions/liaising with brokerage

firms/regular reporting on the same;

Family Investment Office, Kuwait

Senior Investment Manager (May 14, 2005 to June 29, 2006)

Job Profile:

Analyzing and monitoring investment portfolios; Handling relationships with investment companies and brokers; Evaluating

current and new financial service providers; Evaluating and developing new investments; Contacting investment professionals

and companies to get information and follow-up on opportunities; Regular reporting on projects at hand and opportunities under

consideration; Follow-up and update of existing investments and positions/liaising with different brokerage firms/regular

reporting on the same; Analyzing company financials and providing insightful reports when necessary; Close involvement with

management in planning and strategy

Brokerage / Asset Management / Corporate Finance, Muscat, Oman

Senior Investment Analyst (October 23, 2002 to May 12, 2005)

Job Profile: Recommending investments, across all asset classes, for company's own funds; Actively scanning the macro-economic

environment; Supervising the equity research efforts at the company; Designing client portfolios; Recruiting additional team

members

Family Investment Office, Dubai, U.A.E.

Financial Analyst (February 15, 2001 to October 02, 2001)

Job Profile: Evaluating alternative investment vehicles like hedge funds and private equity proposals; Managed a long-short portfolio in the

telecom & media sectors in the US secondary equity markets with a team member; Independently managed a long-only portfolio

in the Media sector in the US secondary markets.

General Insurance Company, Mumbai, India – Investment Department

AAO – Investment Department (April 5, 1999-February 7, 2001)

Job Profile:

Evaluating IPOs, private placements and private equity proposals; Recommending investment opportunities in the secondary

equity markets; Analysing projections and financial models

Asset Management Company, New Delhi, India

Research Analyst (July 14, 1997 to March 28, 1999)

Job Profile: Actively scanning the allotted sectors for recommending investments using the bottoms-up approach; As part of the internal

equity research team, providing research to the fund managers;

EDUCATION

Chartered Alternative Investment Analyst (CAIA) - 2008, CAIA Association, Amherst, Massachusetts, USA

Chartered Financial Analyst (CFA) - 2004; CFA Institute, Charlottesville, Virginia, USA

PGDBM (Finance) – 1995-97; Centre for Management Development, Modinagar, UP, India

BE (Mechanical) – 1990-94; Delhi College of Engineering, Delhi, India

Contact Details

Present Address Permanent Address

AN – 48, Shalimar Bagh, New Delhi – 110 088, India

Oman

Tel: +968-****-**** /+968-****-**** Tel: +91-11-274*-****

Email: ********@*****.***

Born & brought up: Delhi, India; D.O.B.: 02-April-1973; Passport Number: G 4351048:

Personal Details:

Marital Status: Married; Languages Known: English, Hindi, French;

Special Interests: Reading, Surfing the Net, Cricket, Chess

Contact this candidate