QASIM QAYYUM
Investment Advisor, Valuation, PE Deals
Dubai
Summary
With over 10 years of experience in Transaction Advisory, including M&A, Valuation, and Due Diligence, coupled with 5 years of expertise in Investment Advisory and Portfolio Management services, I bring a wealth of knowledge and hands-on experience to any organization. My proficiency in Private Equity and Corporate structuring in the UAE is unparalleled, making me a valuable asset to any team.
Overview
13
13
years of professional experience
9
9
years of post-secondary education
3
3
Languages
Work History
AVP
RUSD CAPITAL LTD
03.2018
- Secured PE deals in IT, Financial, Real Estate, and Hospitality sector
- Construction & ongoing management of in-house proprietary portfolio
- Established & secured investment mandates
- Established an Investment Reporting mechanism
- Key Responsibilities:
- Establishing & managing discretionary mandates and Advisory services
- Performing Due Diligence on target companies
- Preparing budgets & Investment plans
- Prepare Fact-sheet providing current & historical returns
- Prepare & review financial models of targeted companies
- Prepare summaries on target companies providing views including potentials & risk involve
- Strategic & tactical re-balancing of in-house investment portfolios
- Liaise with multiple international private banks in Switzerland, UAE, KSA
- Developing a ROBO Advisory product
- Securing, analyzing & performing due diligence on investments
- Developing shariah-compliant investment products & various project financing
- Developing & launching products incl
- AMCs, & discretionary portfolios,
- Calculating NAV for DPM structures
- Calculating Product & Counterpart risk
- Creating Investment products including
SENIOR CONSULTANT
GRANT THORNTON
DUBAI
01.2013 - 01.2018
- Performed pre-IPO valuation for Al Habtoor Group worth AED 34 billion
- Managed in-house regulatory department in the firm
- Incorporated: 3 Asset Managers, 2 Advisors & 1 Insurance broker
- Nominated as a Key-Team member in 2016 for achieving the target
- Key member of the awarded "Best Performing Team of the Year 2016"
- Key Responsibilities:
- Prepared valuations, feasibility studies, and provided strategies for growth
- Performed financial due diligence on M&A transactions
- Prepared & reported expert opinions on financial legal cases
- Prepared reporting for management of target investors & management
- Conducted detailed research on target companies to prepare a view on target companies
- Established financial firms in prominent jurisdictions i.e
- The DIFC, ADGM etc
- Developed risk monitoring programs for financial firms
- Acted as Compliance Officer for numerous financial & Insurance companies
- Conducted responsible sourcing audits for gold refineries in UAE & Europe
- Liaised with Central Bank of UAE, DFSA, FSRA, and SCA on regulatory issues
ANALYST
SYNERGISTIC FINANCIAL ADVISORS
01.2011 - 01.2012
- Prepared and handed-over valuation project in record time
- Played a key role in arranging finance for a local Firm worth $ 2 m
- Key Responsibilities:
- Corporate Advisory & debt structuring
- Sectors: Brokerage Firm, Trading, Education, and Hospitality
- Prepared research reports on international listed companies
- Portfolio construction & ongoing monitoring
ASIA INSURANCE LTD, MGR. INVESTMENTS & REINSUR
01.2009 - 01.2011
- Re-structured the investment department
- Selected as an investment committee member of the Firm
- Constructed an investment portfolio for the Company worth $ 2 m
- Key Responsibilities:
- Managed reinsurance department including arranging treaties with re-insurers
- Managed investment portfolio for the firm
- Managed reporting to international & local re-insurers
- Prepared & reported regulatory filings
- Established portfolio guidelines and investment policies
- Built and extended relations with local and international re-insurers
OPERATIONS OFFICER
HARVEST SMARTRENT SECURITIES LTD
01.2005 - 01.2008
- Preparing settlement, custody & leverage reports
- Monitoring AR balances & issuing margin calls to clients
- Monitoring asset exposures and positions with the banks
- Reporting & settling OTC, leveraged, and Odd Lots market transactions
Education
Chartered Financial Analyst -
CFA Institute
01.2011 - 04.2015
MBA - Insurance & Risk Management
University of the Punjab
01.2006 - 04.2008
B.Com - Accounting & Economics
University of the Punjab
01.2003 - 04.2005
Skills
Financial Modelingundefined
Hobbies
Reading
Animal Farming
Cricket
Timeline
AVP
RUSD CAPITAL LTD
03.2018
SENIOR CONSULTANT
GRANT THORNTON
01.2013 - 01.2018
ANALYST
SYNERGISTIC FINANCIAL ADVISORS
01.2011 - 01.2012
Chartered Financial Analyst -
CFA Institute
01.2011 - 04.2015
ASIA INSURANCE LTD, MGR. INVESTMENTS & REINSUR
01.2009 - 01.2011
MBA - Insurance & Risk Management
University of the Punjab
01.2006 - 04.2008
OPERATIONS OFFICER
HARVEST SMARTRENT SECURITIES LTD
01.2005 - 01.2008
B.Com - Accounting & Economics
University of the Punjab
01.2003 - 04.2005
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