Profil de a rh
a rh
850.00€ /j
consultant investment banking
Disponible le :
02/11/2018
Localisation : France
Mobilité : Mobilité régionale
Localisation : France
Mobilité : Mobilité régionale
0 missions réalisées
0 missions réalisées
a rh en quelques mots
SUMMARY
I am a passionate investment professional with a diversified experience including Investment Banking, Private Equity, portfolio management, structured products, risk Management; as well as ALM and SAA advisory. Further to an internationally recognized education and certification, I believe that on field experience (in North Africa) sharpened my investment philosophy and approach towards a higher focus on people, technology, governance, and day-to-day management in order to concretize and achieve value creation and extraction.
WORK EXPERIENCE
Since August 2015: CGF
Investment Banking Director
Following the acquisition of CGF by SWICORP, I was hired in order to create and develop Investment banking activities within CGF
Assist SPE Capital in their PE investments in Tunisia (sourcing, structuring, due diligence…)
Recruit, train and manage a team of financial analysts
Advisory and fund raising services to greenfield or expansion projects
o Review of projects, challenging business plans & strategies
o Prepare investment documents: Information Memorandum, Teasers, NDAs,..
o Structure investments and propose it to a selection of investors
Develop a network of SICARs, PE funds, family offices, Insurance companies
o Advise and assist clients in negotiations (shareholder’s agreements, exit strategies..)
Advisory for clients (listed companies) on financial communication and relationship with investors
o Communicate on updated business plans
o Implement a proactive communication strategy
o Prepare quarterly financial reports
M & A
Equity & Debt Capital Markets
o IPOs
o Equity & Bond underwritings
References (in Annex)
April 2010- August 2015: FINACORP Maghreb Private Equity Fund
Private Equity Investment Manager
Pre investment/sourcing
o Identify and contact promising Small and Medium Enterprises (SME) in the region (mainly Tunisia and Morocco) and conduct a deep due diligence on them
o Realized: Sourcing of many investment opportunities in Tunisia and Morocco, including (cross border Money transfer service company (Morocco), LED production facility (Tunisia/France), MVNO (Tunisia/Libya),…)
Investment:
o Structure and negotiate an investment proposal, negotiate the terms of the shareholder’s agreement, valuation and exit strategies
o Complete and challenge the business plan
o Conduct, coordinate and supervise due diligences (operational, financial, legal,..;)
o Monitor Investment Committee requirements
o Closing (cf References)
Post investment:
o Member of the board of Directors,
o Monitor and supervise business plan implementation, advise and take decisions on strategic options, prepare for the exit strategy
o Participate in improving the company governance
Reporting:
o The private equity fund (approx. 28M USD invested) LPs are institutional investors from the Gulf region (Kuwait, UAE, Bahrain, KSA) and Europe
o Quarterly reporting, NAV calculation, review the valuation of unquoted investments
Member of the Board of Directors of companies in Tunisia and Morocco (agribusiness, textile industry, logistics and distribution)
Member of the fund investment committee
o Roadshow to meet investors, realize capital calls,…
April 2010- August 2015: FINACORP
Corporate Finance & Advisory Manager
Recruit, train and manage a team of financial analysts
o supervise Equity Research publications on Tunis stock exchange
Participate in IPO placements for foreign investors
o establish and monitor relationship with potential investors (usually institutional investors from the Middle East)
Advisory and fund raising services to green field or expansion projects
o Review of projects, preparation of documents: Information Memorandum, Teasers,…
o Fund rising, road shows (Kuwait, UAE, KSA, Bahrain, Qatar)
Sectors covered: Oil exploration, agribusiness, textile industry, telecom, Software industry, transportation industry,…
August 2006 – January 2010: SGAM Alternative Investments
Structured portfolio manager
Within a dedicated team (6 managers) managing around 3,5 Bln EUR (and more than 180 products), I did managed more than 35 products(mutual funds, managed accounts, EMTNs) applying Dynamic Portfolio Insurance strategies:
Different types of guarantees (in fine, MaxNav, permanent protection, “American style” guarantees…) & different asset classes (Equities, Bonds, Commodities, hedge funds…)
Apply derivatives to hedge Interest Rate and FX risks (IR swaps, Futures, caps/floors, FX swaps/forwards)
Build & Conduct an active fund selection process
o Use the expertise of a dedicated team of fund analysts and realize qualitative and quantitative analysis for a large universe of funds
o Use external quantitative tools (Morningstar Direct, APT, Lipper)
o Recommend allocation on a selection of funds to the investment committee & clients
Manage sharia compliant products
o invest in Murabaha contracts and sharia compliant equity baskets
April 2005- August 2006: SGAM
Risk Manager
For the first 6 months I was producing monthly reporting to the company management and sharing the best risk management practices within SGAM Group
Since September 2005, I joined the Risk Management team dedicated to Alternative Investments and worked on monitoring market risk: daily stress test calculation (scenario analysis) applied to the assets and the liabilities (guarantees) of each structured product (having a guarantee from the bank) applying Societe Generale Stress Test methodology in calculating market risk
Monthly reporting to SG headquarter, quantifying expected « tail » loss (VAR type risk measure)
Mars 2001-Avril 2005: SGAM
Asset allocation analyst/Team manager
Write tailor-made strategic asset allocation studies for SGAM institutional clients including corporates, family offices, defined benefits and defined obligations pension funds and retail banking
Participate in answering asset management tender offers, including defending the proposed allocation to the final client/consultant
Optimize portfolios (Asset Allocation, Risk budgeting, Monte-Carlo simulations,…)
Develop VBA and Excel quantitative tools, used by portfolio managers
October 1999-Marsh 2001
Consultant
I worked as a consultant for CSC (www.csc.com) on various missions and clients including
SG Investment Banking: “new economy” startups business model assessment
Natexis Banques Populaires: implementing a new middle office IT system.
FORTIS Investment Banking (Belgium & Netherlands): re-organization of equity desk following Fortis merger with Mees Pearson
April 1999-August 1999: PARIBAS
Internship/ End-of-study project
Implement a multi-factor Interest Rate model
Demonstrate usefulness in pricing path-dependent interest rate products (SWAP options,…)
August 1997- July 1998: WORLD BANK, USA
Project officer: Water Supply & Sanitation
Within the Africa region infrastructure division, I worked as a project officer on
financing: water supply and sanitation projects in urban areas and in small towns in Africa
privatization and restructuring of water supply and sanitation services
February to March 1998, I participated in project evaluation missions in Kenya and Uganda
ACADEMIC EDUCATION
1995-1999 : “Ecole Nationale des Ponts et Chaussées”, FRANCE
Engineering diplôma from L‘Ecole Nationale des Ponts et Chaussées,
o (https://www.enpc.fr/en/welcome-school)
September 98-June 99: Master Probability & Finance
Master Probability & Finance from Paris VI university (directed by Nicole El Karoui)
o stochastic calculation and derivative products pricing
o (http://finance.math.upmc.fr/)
April 1996- August 1996 TOR VERGATA University, Rome, ITALY
I joined an Italian engineering team searching practical applications for “piezoelectric” materials.
Developing a model and implementing a computer program to simulate piezoelectricity potential use to compensate earthquakes effects.
September 92-95 : Lycée Henri IV
Math sup/spé intensive preparatory classes for French « Grandes Ecoles » engineering schools
LANGUAGES
French: fluent (I lived in France for 15 years)
English: fluent (I lived in the US for one year, business language)
Arabic: fluent
Italian: intermediate (I lived 8 months in Italy)
Spanish: beginner
OTHER ACTIVITIES/ACHIEVEMENTS
Since June 2006 : CFA Charterholder
I am a « CFA Charterholder » and member of CFA France association
Since January 2007- 2010: CFA Exam preparation lecturer
CFA preparation seminars lecturer, organized by « Top finance » company, Paris
Since 1996: Board Member
Member of the board of Directors of ATUGE (2014-2016)
Program coordination of Forum ATUGE 2015 “Métiers d’avenir et avenir des métiers”
Conference organizer & « economic diplomacy »
July 1992 : www.imo.org
Selected to represent Tunisia in the 33rd International Mathematical Olympiad (Moscow 1992)
REFERENCES (CONFIDENTIAL)
CGF
(Buy Side, M&A) Advise YELLOW SPIRIT, a regional Billboard company (Based in Lebanon) in the acquisition of MIP (Tunisian Billboard company, listed on Tunisian Stock Exchange)
o Due diligences, negotiation, valuation, transfer of bank guarantees, closing,…
o Enterprise value of approx. 18M TND
(Sell Side, M&A) Advise CTKD on the sale of an Hotel in Tunisia
o Presentation to a selection of institutional investors
o Negotiation & Closing (amount exceeding 10M TND, confidential)
(Bond Underwriting) SERVICOM, a diversified industrial company, listed on Tunisian Stock Exchange, 9M TND
(Takeover Bid, Tunis Stock Exchange) by Yellow Spirit on MIP stocks
(Equity Underwriting, Tunis Stock Exchange) SOTIPAPIER, an industrial company, listed on Tunisian Stock exchange
(M&A, Buy Side) Tobacco Company
o Due diligence, Valuation completed, (negotiation : in progress)
(M&A, Sell Side) Engineering private School (in progress)
(Equity and debt raising, Restructuring) MARINA Co
o Including 3 components (Touristic Port, Commercial real estate, Residential real estate)
(Equity raising & restructuring) Non listed Pharmaceutical company
(Equity raising) Seeds & breeding of plants company
(Equity raising/sale) Aquaculture company (fish farming)
(Bank restructuring) Poultry factory
PE deal (Due diligence, PE raising) Renewable energies company
(Equity & debt raising) agriculture holding (in progress)
(Equity raising, Tunisia & Morocco) Aircraft industry Start-up
(Listing sponsor+ COM advisor) Aetech (IT), Cellcom (Distribution), Cerealis (Agribusiness)
Since September 2017: Investment committee chairman of Tunisia Fundamental Fund (>5M TND Equity+Bonds Fund, applying )
FINACorp Maghreb Private Equity Fund
Investment (Tunisia) Construction material company
o Listed company
Investment (Tunisia) Car distribution company
o Listed company
Listed Portfolio Maghreb
o Investment on a selection of listed stocks (Tunisia and Morocco) approx.3M USD
Investment (Tunisia) Biscuit Company (board member)
o http://kapitalis.com/tunisie/2015/06/15/agroalimentaire-la-societe-lbm-sauvee-par-la-justice/
Investment (Morocco) Textile Industry company (board member)
o http://lavieeco.com/news/economie/le-fonds-tunisien-finacorp-investit-23-mdh-dans-le-fabricant-de-textile-city-corporation-21072.html
Investment (Morocco) Logistics company (board member)
o http://www.mellahavenir.com/?p=393
FINACorp
(Equity raising) Helicopter transportation company
(Equity raising) Full MVNO (Telecom Industry)
(IPO) Tunisia Telecom (interrupted following January 2011’ events)
(Equity raising) Onshore Oil exploration company
(M&A, Sell side) Sugar production company
Largestinfo
(Private) Founding partner
o https://www.leconomistemaghrebin.com/2017/08/24/carte-rafikni-nouveau-ne-poste-tunisienne-largest-info/
