Ahmed Sheikh

Investment Associate at Watar Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Pakistan, PK

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Credentials

  • Fundamentals of Capital Markets Certification
    Institute of Capital Market
    Dec, 2015
    - Nov, 2024
  • Mutual funds Distributors Certification
    Institute of Capital Market
    Oct, 2015
    - Nov, 2024

Experience

    • Saudi Arabia
    • Investment Advice
    • 1 - 100 Employee
    • Investment Associate
      • Oct 2018 - Present

      • Perform due diligence and analysis on opportunities across multiple asset classes including Venture Capital, Private Equity, and Private Real Estate. • Prepare investment memos reflecting key highlights and risks of the opportunity along with recommendation and present it to the Invetment Committee. • Evaluated more than 50 Private Equity and Real Estate opportunities. 90% of the executed investments are performing in-line with the recommendation. • Performed credit risk assessment for MoF-KSA on multiple projects across healthcare and education sector. • Ongoing review of existing investments and find gaps in our analysis to improve our decision making. Show less

    • Pakistan
    • Business Consulting and Services
    • 1 - 100 Employee
    • Senior Associate (Transaction Advisory)
      • Jan 2018 - Oct 2018

      Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions. Assess the quality of the target company's reported earnings, net assets and cash flows. Conduct core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and evaluate the potential transaction in the context of their clients’ investment strategy. Prepare the deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution. Possess appropriate report writing skills in order to write due diligence reports. Contribution to market leading transactions while supporting the clients in delivering on their key strategic objectives. Gathering, verifying and analyzing information to formulate views, while ensuring significant attention to detail. Managing and leading junior members of a team to deliver to tight deadlines. Show less

    • Pakistan
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Feb 2017 - Dec 2017

      • Assessing, analysing and interpreting complicated financial information. • Assembling and summarizing data to structure sophisticated reports on financial status and risks. • Undertaking risk analysis by developing statistical models. • Complete ratio, trend and cash flows analyses. • Maintain database and conduct sector studies. • Keeping track of current economic and business news as well as corporate developments. • Assessing, analysing and interpreting complicated financial information. • Assembling and summarizing data to structure sophisticated reports on financial status and risks. • Undertaking risk analysis by developing statistical models. • Complete ratio, trend and cash flows analyses. • Maintain database and conduct sector studies. • Keeping track of current economic and business news as well as corporate developments.

    • Pakistan
    • Investment Management
    • 1 - 100 Employee
    • Sr. Wealth Manager
      • Aug 2016 - Jan 2017

      Regularly monitor clients’ financial situations with attention to detail and accuracy. • Responsible for creating and managing investment allocations for private clients and institutional clients. • Assist with trading and rebalancing of client investment accounts. • Formulate, review, and adjust Investment Policy Statements based on the client's time horizon, risk preferences, return expectations and market conditions. • Apply appropriate sensitivity and scenario analysis to support investment actions. • Update financial models during earnings seasons and following corporate actions to make appropriate recommendation. • Perform detailed financial analysis & valuation of the subject companies using DCF, NAV, Implied P/B & comparative valuation. Key Projects: • Pakistan Oilfields • Millat Tractors • Pakgen Power • Fauji Fertilizer Company • Pakistan Telecommunication Company Show less

    • Research Associate
      • Aug 2014 - Aug 2016

      • Search, gather, consolidate and analyze company, industry and economic data • Stay up to date with economic movements, market developments and new investment products • Develop and maintain financial models, market monitoring system and databases • Prepare research reports and portfolio reviews for wealth managers and clients • Communicate and handle information requests • Meet with and provide information to wealth managers • Make recommendations to wealth managers, being able to position ideas and articulate to the wealth manager about the risk or payoff for each recommendation • Provide administrative support as required • Other responsibilities as assigned Show less

    • Pakistan
    • Outsourcing and Offshoring Consulting
    • 1 - 100 Employee
    • Business Research Analyst
      • Feb 2014 - Apr 2014

      Provide company with Financial, Managerial and Strategic business analysis. Provide company with Financial, Managerial and Strategic business analysis.

  • PWC - A.F. Ferguson &Co
    • Lahore, Pakistan
    • Intern
      • Jun 2012 - Jul 2012

      • Conducted research on companies using BAF (Business analysis framework) • Was part of auditing team auditing ‘Sui northern gas pipelines limited’ • Conducted research on companies using BAF (Business analysis framework) • Was part of auditing team auditing ‘Sui northern gas pipelines limited’

    • Education Management
    • 500 - 600 Employee
    • Sports Assistant
      • Oct 2011 - May 2012

      • Administrative roles and Student Support • Event logistics and management • Administrative roles and Student Support • Event logistics and management

    • Account Assistant (Intern)
      • Jul 2011 - Aug 2011

      • Daily Bookkeeping • Prepared cashbook • Maintained accounts • Prepared monthly financial reports • Daily Bookkeeping • Prepared cashbook • Maintained accounts • Prepared monthly financial reports

Education

  • Chartered Financial Analyst
    Chartered Financial Analyst Level II, Finance
    2014 - 2020
  • The University of Nottingham Malaysia Campus
    Finance, Accounting and Management, Finance and Accounting
    2010 - 2013

Community

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