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Investments, Equity Research

Location:
Pasadena, Texas, United States
Posted:
October 03, 2016

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Resume:

Mazhar Nabi

Contact number 815-***-**** acwv1d@r.postjobfree.com

SUMMARY

Technically competent and investment savvy corporate development and valuation professional, with a flair for contrarian value investments possessing extensive business experience in strategy development, M&A deal designing, hedge funds, asset manager’s needs, covering all asset classes. Proven track record of leading, designing and build-out of firm’s investment infrastructure. In-depth, up-to-date knowledge of securities selection framework, theories, best practices, methodologies and regulations. Strong management experience in leadership, mentoring and team-building

Areas of expertise:

Business Valuation, Investments Solutions, Pricing/Valuation analysis, asset/liability analysis, Equity Valuation, Risk Management, DCF analysis, M&A deal analysis, Building Key Strategic Relationships, Financial Modelling, Capital Raising.

EDUCATION

University at Buffalo, State University of New York

Master of Finance, GPA 3.9/4.0 May 2016

University of Wollongong.

Master of Business Administration GPA 3.92/4.0 February 2012

Amity Institute of Biotechnology.

Bachelor of Science – Biotechnology August 2007

Professional Development

Corporate Finance, Valuations by Aswath Damodaran (NYU Stern, 2015), Financial Markets by Robert Shiller (Yale, 2015)

CFA Level I candidate

Highlighted Accomplishments:

•Youngest member promoted to Assistant Relationship Manager, “Top Performer” 2011, 2012. Barclays Bank

•Endowed with Academic Excellence scholarship during MBA program

•Awarded the “Best Overall Student” for MS finance class of 2016.

•Key contributor in implementation of compliance with Foreign Accounts Tax Compliance Act.

•Vital role researching bank cost structure, devising new incentive payment plan for investment team, reducing the annual cost by 20%.

•Represented University at Buffalo for CFA Research Challenge 2016.

•Executive Adviser Financial Management Association (University at Buffalo 2015-16), Head of Amity Student Union (2004-2007)

•As CRO reduced portfolio volatility and helped beating the benchmark S&P index for year 2015 with 11% risk adjusted returns.

EXPERIENCE

Collins Advisory, Buffalo, NY January 2016-Present

Equity Research Analyst

•Perform financial analysis of businesses and conduct independent research including income statement, balance sheet and cash flow.

•Identify opportunities/risks for businesses and provide research analysis on portfolio management and market segments.

•Analyzed M&A deals in the market to identify the deal regulatory viability and arbitrage opportunities.

•Developed financial models for discounted cash flow, market multiple, market transaction and option pricing evaluations (Bloomberg).

•Conducting separate industrial analysis for identifying the main industrial players, current industrial trends, and their strengths involved in formulating their corporate plans and strategies

Terese Kelly Investment Group, University at Buffalo February 2015-May2016

Chief Risk Officer, Portfolio manager- Industrials & Consumer Staples

•Evaluated 15 industrial and consumer staples companies with market capitalizations ranging from $1 billion to over $30 billion, maintained financial models and pursued company announcements. Analyzed macro trends for dynamic asset allocation.

•Wrote research reports, financial analyses, and accurate forecasts for the industrial and consumer staples sector,

•Thought-leader within the equity selection division on scenario and stress testing, sizing of trading strategies and directional views, risk allocation. A tireless promoter of open risk communication using succinct, relevant, and to-the-point risk /reward representation.

Barclays Bank, Abu Dhabi, U.A.E.

Assistant Relationship Manager February 2010- June 2014

•Key member of the brain trust and management team

•Provided equity and fixed income securities investments through Barclays Global Access, MultiManager, and GlobalBeta.

•Grew mutual fund value by 30% while closely monitoring the net asset value and making superior investment decisions.

•Built and maintained models for valuing mutual funds and other investment portfolios.

•Coordinated with brokers and traders to perform business due diligence on investment opportunities.

•Prepared pitch material and deck material for capital raising.

•Evaluated and managed the interest rate risk of the US $20 million corporate investment portfolio and strategically sourced funding in a variety of maturities to reflect interest rate and the micro/macro-economic outlook.

•Implemented and tracked hedging strategies using interest rate futures, derivatives

•Led a team of eight responsible for global market investment analysis and reporting covering all asset classes. Liaised between Firm Market Risk department, front office trading and technology on the consistency & accuracy of asset pricing representation as well as referential data.

•Fostered strong working relationships with Corporate Banking, Global Financial Products, and Foreign Exchange and Asset Backed Securities lines of business within the institution to facilitate structured deals.

COMPUTER SKILLS: MS Excel, PowerPoint, Oracle FlexCube, Transact, Finacle, Bloomberg Terminal, Capital IQ, Prime.



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