Experience

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  Chedid Capital

  • Lebanon
  • Insurance
  • 400 - 500 Employee

  • Manager - Investments, Mergers & Acquisitions

    • Jul 2021 - Present

    Portfolio management:• Conducting macro-economic and sector research.• Performing Portfolio Allocation and action plans for existing portfolio according to market conditions and trends and define investment strategy. • Assessing spread of current portfolio vs. market and target asset allocation/investment strategy and propose sell/buy recommendations and executions.• Actively screening and generating investment ideas across all assets classes.• Preparing investment analysis and valuations for various asset classes: equities, fixed income, structured products, managed funds, ETFs, private equities and alternative investments.• Preparing quarterly presentations for portfolio performance and investment strategy for board approval.Mergers and Acquisitions & Venture Capital investments:• Conducting industry and market research and preparing reports on industry trends.• Identifying potential targets, Preparing comprehensive merger and acquisition valuations and comparative analysis on targets and translate analysis into clear and concise presentations for board reviews.• Business plans, financial modelling and valuation, portfolio performance, risk analysis, capital allocation plans and ad hoc reports.• Transaction closings: Memorandum of Understanding, Binding Offer, Due diligence, Shareholding Agreement, Financing and term sheets.• Preparing business-focused competitive intelligence industry reports.• Consolidating overall group cash position and cooperate with the finance department to maximize interest deposit returns.

  • Assistant Manager- Investments Mergers & Acquisitions

    • Jul 2019 - Jun 2021

  • Senior Financial Analyst- Investments Mergers & Acquisitions

    • Aug 2017 - Jun 2019

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  Qatar General Insurance & Reinsurance Co.

  • Senior Financial Analyst

    • Aug 2015 - Apr 2017

     Leading the financial analysis and financial processes through Bloomberg for existing and potential investees including but not limited to the below:-Quantitative and Qualitative company research and analysis, data collection, validation, consolidation and analysis, fundamental analysis.-Ratio analysis, trend and peer financial analysis-Financial modeling and projections-Company valuations  Leading the investment analysis and investment recommendations for a range of investment products, structures and classes including marketable securities: equities (USD275M portfolio size) fixed income (USD 50M portfolio size) , structure products, managed funds, private equities (Banks, insurances, Financial institutions, water production factory..) and alternative investments. Performing Portfolio Allocation & providing action plans according to market conditions & trends Creating & Developing Investment strategies for portfolio allocation, investment selection Creating reports for portfolio performance, investment performance, risk analysis, and other reports. Preparing and commenting on comprehensive feasibility studies including market, technical/operation, organizational, financial, especially for real estate projects current or new ( Hotels, residential, commercial and medical center)  Undertaking counterparty due diligence activities particularly for mergers and acquisition, joint venture deals, real estate development projects contracting parties. Regularly scanning the external economic, market and financial environment, identifying time sensitive and critical information.

• 

  business zone

  • Doha-Qatar

  • Senior Financial analyst

    • Sep 2011 - Aug 2015
    • Doha-Qatar

     Working with the CEO on setting the financial strategies for the group and implementing new processes that had a major impact on the overall business goals and improved the companies financial performance and financial controls  Analyzing financial information to produce financial models ( NPV,IRR,CF,Payback..),, business forecasts, industry and economic conditions for use in making investments decisions Controlling and evaluating profit and cost efficiencies of different business lines of the group operating in different fields (Recruitment, real estate, market research, events and exhibition, Web development, advertising, interior design, business setup services, manpower supply, contracting) Working closely with the CEO to prepare business and financial plan for existing and new projects and sub-companies. Analyzing proposals, investment ideas and business plans for new partnerships or new companies establishment. Managing reporting for all stakeholders, dividend approvals and payments. Private equity due diligence, feasibility studies for new companies and ventures. Advising on Mergers & Acquisitions, Valuations, Performance Appraisal, Board Meetings. Coordinating with all business units and departments to make sure the startups are operating as per the financial plan. collecting data and conducting in-depth analysis in order to give timely reports to management on competitors pricing strategies Generating weekly and monthly reports highlighting the variance between budget and actual figures while providing corrective actions and recommendations. Providing periodic reports, statistics and analysis for all sales units against KPIs.

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  ALEF act for human

  • Financial Officer

    • May 2010 - Jan 2011

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  Bercer for accounting and auditing

  • Auditor

    • Feb 2009 - Apr 2010

    Operating external audit for different companies Job responsibilities and assignments included: Data entries, NSSF, vat, tax on salaries, fiscal declarations…

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  Navlink (Offshore)

  • Trainee (Accounting)

    • Jan 2008 - Mar 2008

    Working closely with a senior accountant and assisting in daily accounting transactions and reconciliations

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  Fransabank SAL (Saide branch)

  • Trainee

    • Aug 2007 - Sep 2007