Omar Al Kathiri, CFM

Associate Director at Yaqeen Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Riyadh, Saudi Arabia, SA
Languages
  • Arabic Native or bilingual proficiency
  • English Professional working proficiency

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5.0

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saleh al-katheri

Omar is proven to be an expert in many related investment and finance subjects. I am always advising and learning from him. I wish him all the best in his future plans and goals.

Salah Alkatheri

It gives me a great pleasure to write this recommendation for Mr. O. Alkathiri. He was and currently exposed to the administrative and financial work during the period of 2018 till date. Omar showed outstanding performance, excellent communication skills, hard-working and he has keen to learn. As a result of these excellent traits, he currently proved himself to be an investment manager in Alzamil Real-Estate Company. I wish him the best in his future career.

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Experience

    • Saudi Arabia
    • Investment Banking
    • 100 - 200 Employee
    • Associate Director
      • Jul 2022 - Present

    • Investment Banking Associate
      • Jul 2019 - Jul 2022

    • Saudi Arabia
    • Investment Management
    • 1 - 100 Employee
    • Investment Manager
      • Aug 2016 - Jul 2019

      - Established the investments function for the Company, responsible for sourcing, negotiating, executing, ‎and monitoring private direct equity investments ‎ - Assist in setting up an income generating real estate fund with Albilad Capital with size of SR 220 million;‎ - Structuring an affordable housing project with Ministry of Housing located east of Riyadh ( Marketing ‎Stage will be launched on Mar,2018);‎ - Leading a majority stake acquisition in growing and leading hotel management with European Brand ‎Name; ‎ - Conducting primary market research and structuring variety of products from Al Zamel Industrial City ‎located on Alkharj Road, north of 2nd Industrial City, south-east of Riyadh. The city includes but not ‎limited to warehouses, logistic park, industrial lands, labor housing Complexes and commercial uses;‎ - Preparing credit file and project presentation for Al Qassim Tourist City Project to obtain government ‎financing and extend lease period from Qassim Municipality (please check the video of the project on: ‎https://www.youtube.com/watch?v=6EFkPKNvf4M);‎ - Conducting Highest & Best Use Analysis for variety of land plots & blocks owned by the Company; - Perform feasibility and evaluate various investment opportunities offered to the Company;‎ - Preparing complex financial & valuation models, project presentations, credit files and investment ‎structures, scenarios analysis, due diligence reports, valuation reports, optimal financing structures, ‎official letters, MOUs, draft agreements, market research, etc; and ‎ - Managing, presenting, and attending meetings and following up with all external parties

    • Saudi Arabia
    • Financial Services
    • 1 - 100 Employee
    • Associate, Investment Banking & Private Equity
      • Mar 2014 - Jul 2016

    • Senior Financial Analyst @ Investment Banking & Private Equity Department.
      • Mar 2011 - Feb 2014

      - Preparing Proposals to Prospective Clients; - Performing Financial Restructuring, Financial Modeling, Valuation, Due Diligence, Capital Budgeting and Investment Opportunities Analysis; - Assisting clients in appointing other advisers (Legal, Market, Technical, Property Evaluator, Strategy, Accounting, PR, etc); - Managing the transactions and following-up on a regular basis with the clients and their other advisers; - Drafting transaction documentations (.e.g. IPO Prospectus, Valuation Reports, Road-show Presentations, Private placement Memorandums, Debit Credit & Bank Finance Memorandums, IPO Readiness Assessment Report, Due Diligence Reports, Real Estate Investment Funds Terms& Conditions and Complete File, Teasers, etc ); - Assisting in structuring of Real Estate & Investment Funds;- Preparing the CMA application of licensing real estate funds (Private, Public, Open, Close, Semi-Closed, Real Estate Development, Income-Generating, Real Estate Opportunities, Money Market). - Drafting the offering documents of real estate fund including (Information Memorandum, Terms and Conditions, Teasers.;and - Deals Sourcing and Assist in Fund Raising Activities.

    • Saudi Arabia
    • Financial Services
    • 1 - 100 Employee
    • Consultant
      • Jun 2010 - Feb 2011

    • Financial Services
    • 1 - 100 Employee
    • Financial Anlayst
      • Sep 2008 - May 2010

Education

  • The Chartered Institute for Securities & Investment (The CISI)
    Corporate Finance Technical Foundations (CME-5)
    2021 - 2021
  • Jami'at Al Al-Bayt, Jordan
    B.SC., Accounting
    2004 - 2008
  • Bin Shihab Secondary School, Mukalla, Hadramout
    High School
    2001 - 2003
  • LEORON - Profissional Development Institute
    2014 -
  • Saudi Capital Market Authority
    2009 -

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