Muhammad Umair Altaf, CFA, FCCA

Experience

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  Fatima Group (Fatima Energy)

  Jan 2015 - Oct 2015

  Trainee - Finance and Accounts

   Assisted in developing a financial model for a 120 MW dual fuel (Bagasse and Coal) power project Shortlisted the mutual funds and banks for deployment of funds for maximum return Carried out day-to-day department activities

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  Askari Bank Limited

  Nov 2015 - Jan 2016

  Intern - Corporate and Commercial Assets (Islamic Banking)

   Carried out financial and business analysis of existing and prospective clients as a preliminary tool for decision-making regarding loan approvals and disbursements.

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  IEL | Integrated Equities Limited

  Feb 2016 - Jun 2018

   Prepared feasibility studies and developed detailed and complex financial models supported by comprehensive industry research and analysis.Key Projects:o Merger & Acquisition: Conducted due diligence and developed standalone and consolidated financial models for buy-side and sell-side clients.o Power Projects: Developed detailed financial models for the 300 MW Gwadar Coal Project, 31.2 MW Bahawalpur Energy Bagasse project, 165 MW Grange Power Coal Project, 660 MW Huaneng Shandong Ruyi Coal Project along with the true-up assignment, 1,050 MW Lamu Coal Project based in Kenya, and 18 MW S2 Hydro Project.o LPG start-up company: Developed a monthly financial model and conducted investment appraisal. Conducted comprehensive industry research and generated a report on the industry facts and figures.o Brokerage Company: Deliverables included the financial model and comprehensive industry research.o Pakistan Railways: Developed the rental and lease models for multiple businesses such as banks, joy lands, marquees, petrol pumps, cineplex, etc. Prepared comprehensive research reports on multiple cities in Pakistan. Show less

  • Financial Analyst / Associate Corporate Finance

    Jun 2017 - Jun 2018

  • Research Analyst

    Feb 2016 - Jun 2017
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  ABL Funds

  Jun 2018 - Aug 2021

   Covered the cement sector with in-depth financial modeling based on DCF, DDM, and other methods of valuation; supported by in-depth primary and secondary research on the sector and companies Managed team of analysts covering sectors including IT, power, fertilizer, steel, textile, chemical, automobile, insurance, and consumer staples Modeled interest rate, inflation, and GDP forecasts Effectively and efficiently communicated the trade calls and views on sectors to the fund management department while presenting the same to the investment committee Wrote the economic, money market, and stock market reviews/write-ups for fund management reports as well as timely responded to client’s queriesAchievements: Timely calls generated over 100% return on the cement portfolio Awarded with “Employee of the Year” award for the calendar year 2020 Awarded with “Best Performance” award for the calendar year 2020 Show less

  • Deputy Head of Research

    Oct 2020 - Aug 2021

  • Senior Research Analyst

    May 2019 - Sept 2020

  • Research Analyst

    Jun 2018 - May 2019
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  Systems Limited

  Aug 2021 - now

  Part of the business leadership responsible for the financial health and growth of the company, where I am responsible for: Due diligence of the target companies for potential M&As Preparation of financial models of the target companies under due diligence, with a possible post-acquisition consolidated position  Liaising with the business, technical, and accounting teams for the identification and reckoning of possible synergies Maintaining an updated pipeline of target companies Evaluation of start-ups aligned with the company’s strategy for investment along with the possible impact of further rounds, and respective action Preparation of documents related to acquisitions and investment in start-ups such as NDA, term sheet, SPA, etc. Managing the ~PKR 6 billion corporate portfolio and ~PKR 5 billion provident fund portfolio while ensuring maximum return Managing the investment portfolios for the clients Aiding the board and investment committee in the decision-making process Preparation of presentations for the board, investment committee, and analyst briefings Achievements: Successfully performed due diligence of 50 target companies and over 50 start-ups within and outside Pakistan Led the due diligence of Ndc Tech Group, TreeHouse Consultancy Group, and Rödl Dynamics GmbH, and executed the acquisitions. Successfully generated over ~13% return on USD 1 billion portfolio of a client  Invested in 4 start-ups (Retailistan, Jugnu, JOMO, DEFY) aligned with the company’s strategy. Show less

  • AVP - Mergers & Acquisitions

    Feb 2025 - now

  • Senior Manager - Mergers & Acquisitions and Strategy

    Aug 2021 - Feb 2025