Yousuf Saeed
Karachi
Summary of Career
1. With over 9 years of experience in sell-side Equity Research and Investments
2. I have cultivated a strong passion for Finance and acquired extensive expertise in various sectors such as Economy, Banks, and Oil & Gas
3. My proficiency in utilizing financial tools, particularly Excel and Financial Modelling, has been instrumental in my career growth
4. I have had the opportunity to assume diverse roles including Corporate Finance, Investment Banking, Advisory and Consultancy, as well as Corporate Trading, which has afforded me a comprehensive understanding of the financial landscape encompassing both the Sell Side and Buy Side.
5. Make economic models, calculate potential economic risks, develop strategies, and write research reports
6. Supporting & performing business and sector valuations backed up financial analysis, valuation modelling and report generation on coverage sector include Banks, Energy and others
7. Monitoring the performance of various investment strategies against benchmarks such as market indices or industry standards
8. Make economic models, calculate potential economic risks, develop strategies, and write research reports
9. Stay up-to-date with industry trends, market conditions, and regulatory changes that may impact investment
10. Ensure that the tasks are in accordance with the SECP regulations
Experience as Research Analyst
Abbasi Securities
02 June 2014
20 December 2018
• Build and maintain financial models to evaluate financial viability, investment opportunities, and return on investment. Analyses scenarios, perform sensitivity analysis, and present findings to support decision-making
• Perform business and sector valuations backed up financial analysis, valuation modelling and report generation on sector under coverage which include Banks, Power, Oil & Gas and Economy
• Monitor and evaluate the performance of existing investments, providing regular updates and recommendations for adjustments as needed
• Analyzing and track macroeconomic data and make view on economic conditions
• Undertake economic impact assessments to support portfolio managers, traders and clients in their decision making
• Assist in portfolio management activities, including monitoring the performance of existing investments, tracking key performance indicators (KPIs), and conducting regular updates on portfolio companies.
• Write research reports on valuation update
• Any other relevant task as may be deemed necessary
Experience as Head of Research
Darson Securities Limited
21 December 2018
To date
• Supporting & performing business and sector valuations backed up financial analysis, valuation modelling and report generation on coverage sector include Banks, Energy and others
• Development of client/marketing materials including financial models, confidential memorandum, and presentations.
• Participating in business development efforts ranging from prospecting to preparation of sales materials and proposals
• Make economic models, calculate potential economic risks, develop strategies, and write research reports
• Compile, analyze, and report data to explain economic phenomena and forecast market trends, applying mathematical models and statistical techniques
• Monitoring the performance of various investment strategies against benchmarks such as market indices or industry standards
• Stay up-to-date with industry trends, market conditions, and regulatory changes that may impact investment
• To evaluate and oversee the performance of the research department
• To help and advise the research team in their assignments, projects, tasks, financial models and research reports etc.
• Check all the reports and projects before final executions.
• Help traders in cherry-picking companies/stocks/sectors/economical aspects etc.
• Assign sectors/companies/tasks to analysts and assign analysts to attend analyst briefings
• To be in touch on a regular basis with the CEO and with the Head of Sales/Trading
• Initiate morning briefings and circulate any quick or immediate update to sales team and clients
• Ensure that the tasks are in accordance with the SECP regulations
Master 24 July 2014
MBA in FinanceCFA