Senior Investment Manager - CFA

APOORVA PANDE, CFA, MBA

• +1-647-***-**** • www.linkedin.com/in/apoorvapande/ • ************@*****.*** • PR in Canada

SUMMARY

Senior Investment Manager with proven track record of over 12 years in building private equity, co-investments, venture capital, secondaries for institutional portfolios. I have been involved in around 30 deals/US$400 million global transactions across technology, healthcare, consumer, financial services and business services sectors. I have vast knowledge and experience in investing and managing Private Equity investments, leading exits, fund manager diligence and investment execution, investment compliance and risk management. I have led and developed several investment and portfolio monitoring strategies across alternative asset classes. I have held board and advisory positions in the past.

SKILLS

•Originate, structure and deliver tailored investments within the domestic and international private equity markets

•Proven track record of sourcing capabilities, analytical aptitudes and effective negotiation skills adapted to private equity

•Conducting due diligence, financial statement analysis and modelling of complex and high-risk transactions

•Framework approach to investing; delivered quantitative metrics to analyse, track and monitor portfolio investments

•Presented outlook for financial markets, economy, and technology sector to senior management on a quarterly basis; recommendations shaped overall investment strategy and significantly reduced portfolio risk

•Prepared investment memos assessing deal merits and presented recommendations to investment committee

•Manage deal team workflow including input from internal / external experts and all stakeholders from sourcing to legal documentation

•Strong business acumen, adaptable skill set, creative problem-solving, analytics and negotiation skills necessary to successfully invest in alternative assets

PROFESSIONAL EXPERIENCE

Al Nahdha Investment LLC, Abu Dhabi, UAE

Senior Investment Manager Nov 2019 – Present

One of the most reputed and institutional family offices with world class governance structure– AUM US$4 billion

•Analyzed portfolio exposure, liquidity and constraints to develop a private markets strategy.

•Sourced and executed 8 strategic deals investing more than US$200 million across sectors and geography.

•Summary of transactions executed

oEquity stake in the largest tech-enabled challenger bank by market share in the US/ Canada: US$25 million

oLargest start up in the world in fintech / payment processor: US$20 million

oDiversified media company focusing on Gen Z in the US: US$15 million

oGlobal leader in Learning management Enterprise Saas company: US$15 million

oTech focused medical wearable device company: US$10 million

oSourced top quartile private equity funds and committed US$100 million across 5 funds

•Delivered net profit of US$90mm with valuation markups, dividends, secondary purchases at discounts and disposals.

•Set up the team from scratch and implemented software reporting system for the family office.

Mazrui Investments LLC, Abu Dhabi, UAE

Investment Manager-– Promoted from Consultant in April 2018 Sept 2013 – Oct 2019

Reputed oil & gas focused group with more than 1,500 employees worldwide – managed AUM US$1 billion.

•Formulated investment policy statement and risk and compliance policies.

•Conducted in depth due diligence on more than 400 opportunities and generated US$180 million in profits.

•Reduced volatility from 17% to 8%: Introduced private markets investing to a predominantly equity and bonds portfolio.

•Delivered top quartile returns for the portfolio - 12% net IRR over 6 years.

•Led detailed analysis of potential investment opportunities – company and market research, financial and valuation analysis, meetings with prospective partners and advisors, industry expert interviews.

•Multiple stakeholder management: internal and external consultants, deal structuring, legal, ESG advisors

PricewaterhouseCoopers Pvt. Ltd., Hyderabad, India

Senior Consultant – Promoted from Consultant in April 2012 Sept 2010-Aug 2013

Big 4 Advisory firm with global presence and more than 276k employees –handled top 2 renewable energy clients in India

•Advised a renewable energy company for US$1 billion equity raising from the SWFs of Singapore and UAE.

•Advised the winning consortium for bidding of distribution assets in Nigeria – US$130 million deal.

•Among first 8 employees in India to be awarded “PwC Experience Award” for excellence in client delivery.

•Led 10+ advisory and diligence engagements - Revenue US$1 million+ p.a.; managed a team of associates.

Infrastructure Development Finance Company Ltd., Mumbai, India

Manager June 2008-July 2010

Largest private sector infrastructure project financing company in India – Loan Book of US$5.4 billion

•Evaluated several infrastructure projects – roads, power, renewable projects and ports for project finance and equity.

•Invested more than US$150 million in 5 projects, generated IRR of 13% for the company; value added $8mm / year.

Tata Consultancy Services Ltd., Mumbai, India

Assistant Systems Engineer June 2005-June 2006

World’s 3rd largest IT services company; largest in India by market cap - US$120 billion

•Delivered a US$1 billion enterprise management platform. Pitched and won mandates in Japan, USA and Australia.

EDUCATION

Chartered Financial Analyst (CFA) – CFA Institute, USA. June 2007-June 2011

•Master of Management (Finance) – University of Mumbai, India. Ranked 5th /120 students June 2006- June 2008

Awarded the Ratan Tata Scholarship Medal

•Bachelor of Engg. (Electronics) – University of Mumbai, India. Ranked 10th /60 students June 2001- June 2005

Awarded the JRD Tata Scholarship

•Advanced Financial Modelling Specialization – Macquarie University July 2020

•IBM Data Analytics Professional Certification September 2020

VOLUNTEERING EXPERIENCE

Active volunteer for CFA Institute, USA for exam preparation, conduct and delivery and assisting in exam review.

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