Hussain Zulfiqar, CFA
EDUCATION
Rotman School of Management, University of Toronto, Toronto, ON
M.B.A, 2018
Major in Finance
Equity Research Analyst at Rotman Student Investment Fund (RSIF)
CFA Institute, Charlottesville, USA
CFA Charter holder, 2019
University of Toronto, Toronto, ON
Bachelor of Commerce, 2014
Specialization in Finance & Major in Economics
Captain of the campus cricket team in the intra-mural cricket tournaments for two consecutive years
EMPLOYMENT EXPERIENCE
Marlin Spring Investments, Toronto, ON
Real Estate Private Equity
Associate, Investments, Nov 2018 – Nov 2019
Sourced and identified, via external investment banking network and thorough due diligence, investment opportunities across major metropolitan cities in USA and Canada, valued over $1.5 Billion
Underwrote potential deals and led the negotiations with major financial institutions to finance and close transactions.
Including, but not limited to, sourcing and evaluating different debt options and negotiating term sheets
Involved in equity raise from financial intuitions, pension plans, other private equities, and HNWI
Managed a team of analysts, overlooking the entire acquisition, asset management and disposition cycle
Responsible for quarterly investor reporting on key KPIs and making equity/debt cash calls
Percy Ellis Holdings Inc., Toronto, ON
Real Estate Developer
Senior Analyst, Investments & Acquisitions, May 2017 – Nov 2018
Performed systematic due diligence to identify investment and development opportunities worth over $150M
Built complex financial pro-forma models as part of the underwriting process to evaluate and analyze investment opportunities, projecting Project/Equity IRRs, Cashflows, Distribution Waterfall, Asset Valuations and Project Budget
Prepared financing packages, investor pitch decks, and reviewed JV agreements prior to raising Equity and Debt
Assisted the team with project management tasks during the development process, including but not limited to, reviewing term-sheets, conducting market research, and preparing investor update reports
Indus.ai, Toronto, ON
Artificial Intelligence based Construction Analytics start up from San Francisco, California
Business Development Consultant, Sept 2017 – Apr 2018
Spearheaded the Canadian business development and helped Indus.ai enter the Canadian market. Including, but
not limited to, prospecting new clients, building corporate relations, pitching products and delivering solutions
Played a vital role in raising series A by building pitch decks, financial models and presenting it to potential VCs
Assisted in various other operational tasks on an as needed basis
Royal Bank of Canada, Toronto, ON
Senior Analyst, Investor & Treasury Services, Feb 2015 – May 2016
Acting Team Lead, led a team of 3 analyst to ensure department’s objectives were met
Researched and analyzed extensive financial data on clients’ investments, settled money market and listed
securities, reconciled investment activities, and executed corporate action events
Established and maintained strong relationships with the custodial network, agents, brokers and institutional clients
Identified and implemented time and cost-saving strategies to improve efficiency by 25% on transactions processing
ADDITIONAL SKILLS AND ACHIEVEMENTS
Proficient in Bloomberg, Thomson Reuters, FactSet, Capital IQ and working knowledge of Argus.
Advanced Microsoft Excel (array formula, pivot tables, macros, VBA, charts, v-lookup)
Led the team at RBC Global Food Drive and Blue water campaign, and volunteered for the United Way Agencies
