WASAD CHOUDHARY
INVESTMENT BANKER - (Financial Advisor , Strategic Planner ,Capitalist , Money Manager ,Profit Booster)
Lahore, Punjab
Summary
Proven Investment Manager with a track record of enhancing portfolio performance and client satisfaction at Wezsol LLC UK. Specializes in strategic planning and client relationship management, leveraging skills in financial analysis and investment strategies to achieve significant growth. Demonstrates strong critical thinking and excellent communication, ensuring optimal investment outcomes. Driven investment banking professional successful gathering, modeling and utilizing key data for diverse projects. Technologically savvy and keen to learn new programs quickly. Top-notch administrator, leader and project manager. Results-driven INVESTMENT BANKER experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Investment Manager
Wezsol LLC UK
01.2023 - Current
- Monitored, managed and developed investment portfolios.
- Enhanced client satisfaction by providing tailored financial advice and personalized investment strategies.
- Developed comprehensive financial plans for clients, addressing both short-term and long-term objectives.
- Managed a diverse range of portfolios, ensuring alignment with clients'' risk tolerance and financial goals.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Conducted due diligence on potential investments, analyzing market trends and company fundamentals.
- Created and executed aggressive investment strategies to increase returns for clients.
Senior Analyst - Investment Banking
360 Marketing Network LTD.
04.2021 - 02.2023
- Enhanced team productivity with streamlined processes for data management and reporting.
- Improved operational efficiency by implementing new technologies for trade execution, order management, and data analytics.
- Closed high-value deals through effective presentation of proposals, pitches, and term sheets.
- Expanded firm''s industry expertise by attending conferences, participating in workshops, and staying updated on relevant news events.
- Accelerated decision-making process for clients by presenting concise yet comprehensive analyses of potential investments.
- Contributed to the growth of the firm''s revenue through consistent deal generation and execution success rate.
- Optimized investment strategies by leveraging advanced quantitative tools and techniques.
Acquisition Specialist
Zeoz
11.2018 - 02.2020
- Tracked and monitored progress on delivery orders or contracts.
- Maintained a comprehensive understanding of industry trends and emerging technologies relevant to acquisitions strategy development.
- Conducted market research to identify potential suppliers and assess their capabilities for meeting project requirements.
- Contributed significantly towards company-wide cost savings initiatives by optimizing supplier selection processes.
- Reviewed requests for payments under performance-based payment clause.
- Developed comprehensive acquisition plans to support organizational growth and strategic objectives.
- Implemented effective risk management strategies to mitigate potential challenges throughout the acquisition lifecycle.
- Prepared detailed reports on acquisition activities for senior leadership review, highlighting key achievements and areas requiring attention or improvement.
Capital Markets Intern
Cheety Logistics App
05.2016 - 02.2018
- Managed daily pricing process to validate data integrity, pricing calculations and pricing distribution to systems and counterparties.
- Assisted in the preparation of quarterly earnings releases by gathering information from various sources and consolidating them into easily digestible formats for investors or analysts alike.
- Cultivated professional network within the industry by attending conferences, seminars, networking events, or engaging with relevant online communities.
- Improved risk management practices through participation in scenario analysis exercises designed to assess potential market fluctuations'' impact on portfolios.
- Developed proficiency in financial modeling by building and maintaining valuation models for potential investments.
- Assisted with deal execution by preparing pitch books, offering memoranda, and other presentation materials for clients.
- Enhanced teamwork abilities through active engagement in group projects focused on addressing real-world challenges within the capital markets space.
- Collaborated effectively with cross-functional teams to ensure seamless execution of transactions and maintenance of strong client relationships.
Financial Manager
Burger King
09.2015 - 08.2016
- Optimized cash flow management strategies, ensuring sufficient funds were available for daily operations while maximizing returns on idle cash balances.
- Enhanced financial reporting accuracy through regular audits and reconciliations, leading to improved decision-making capabilities.
- Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
- Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
- Reduced outstanding accounts receivable balances by consistently following up on overdue payments and negotiating payment plans with clients.
- Drafted reports for leadership for use in strategic planning and decision making.
- Oversaw administrative staffing by recruiting, interviewing and onboarding new personnel.
- Developed and presented financial data, financial statements and variance narratives to Board of Directors and Board of Trustees.
- Forecasted operating costs for scheduled projects by strategizing with other departments.
Education
MBA - International Business Management
ANGLIA RUSKIN UNIVERSITY. ESSEX
LONDON,UNITED KINGDOM 04.2001 -
Skills
Data Validation
Investment strategies
Portfolio Management
Strategic Planning
Financial Analysis
Investment philosophy
Asset Management
Business Development
Investment theme development
Equity markets
Quantitative Analysis
Asset Allocation
Corporate finance
Investment Advisory
Wealth Management
Mergers and Acquisitions
Economic forecasting
Investment performance analysis
Fixed Income Analysis
Real Estate Investment
Global Equity portfolio management
Venture Capital
Private Equity
Benchmark composition
Team Management
Financial analysis and reporting
Excellent Communication
Relationship building and management
Client Relationship Management
Critical Thinking
Accomplishments
- Achieved 11.35 MILLION USD CAPITAL INCLUSION by completing with accuracy and efficiency.
- Eliminated 80% from monthly expenses through evaluation and correction of inventory procedures and use.
- Achieved successful IPO for WEZSOL / ZEOZ / CHEETY.
- Achieved 22.35 Million USD Capital Investments into local companies through mergers and acquisitions with accuracy and efficiency.
Affiliations
- American Marketing Association
- International Association of Administrative Professionals
- Jaycees
Certification
CFS - Certified Fund Specialist
Timeline
Investment Manager
Wezsol LLC UK
01.2023 - Current
Senior Analyst - Investment Banking
360 Marketing Network LTD.
04.2021 - 02.2023
Acquisition Specialist
Zeoz
11.2018 - 02.2020
CIBA - Certified Investment Banking Associate
11-2017
Capital Markets Intern
Cheety Logistics App
05.2016 - 02.2018
Financial Manager
Burger King
09.2015 - 08.2016
CFS - Certified Fund Specialist
03-2015
MBA - International Business Management
ANGLIA RUSKIN UNIVERSITY. ESSEX
04.2001 -