Description

Investment Analyst with over 6 years of experience across M&A, asset management and investment selection.

I support investment teams, founders and decision-makers across the full deal lifecycle — including target sourcing, valuation (DCF, LBO), due diligence and execution of cross-border transactions.

In parallel, I have developed strong expertise in asset management and fund selection, including:

• Screening and référencement of investment opportunities (funds, structured products, private markets)

• Performance and risk analysis (Morningstar / Bloomberg-based tracking)

• Asset allocation and portfolio monitoring

• Building automated databases and dashboards for investment decision-making

I combine strong financial modelling skills with a data-driven approach to support both direct investments and portfolio strategies.

Currently involved in scaling a global tech platform through acquisitions and strategic initiatives.

Open to opportunities in:

• M&A / Corporate Finance

• Asset Management / Investment Selection

• Financial Modelling & Valuation

• Strategic & Investment Projects

Languages

French
Native or bilingual
Arabic
Native or bilingual
English
Fluent
Spanish
Conversational

Workplace preferences

Remote only

Primarily works remotely

KOI TECHNOLOGIES
Senior Investment Analyst – Mergers & Acquisitions
January 2025 - Today (1 year and 5 months)
Dubai - United Arab Emirates
• ▪ M&A deal execution & valuation: Led end-to-end M&A processes - sourcing 20+ targets, building DCF/LBO models, conducting company valuation, due diligence of targets; and structured LOIs for prospective growth-firm acquisitions aligned with KOI's pre-IPO strategy.
• ▪ Due diligence & risk assessment: Conducted upfront internal commercial and financial due diligence to evaluate target viability and advise the CEO/CFO; upon approval, oversaw an external financial due diligence process to validate deal integrity and ensure investor confidence.
• ▪ Financial planning & reporting: Performed financial forecasting and commercial-metrics tracking; analyzed data and built decision support models; delivered regular performance reports and variance analyses to leadership, while driving productivity improvements by developing automated reporting tools (Powe BI) and Excel dashboards.
• ▪ Cross-functional collaboration & stakeholder management: Built investment memos from scratch in PowerPoint and developed 3-year financial forecast models; coordinated data inputs from Revenue, Finance and Sales teams to produce investor reporting
• ▪ Process improvement, market research & fundraising support: conducted market research for comparative analysis, data mining and valuation comparable; supported leadership in fundraising by preparing ad-hoc documentation.
SEABIRD PARIS
Manager Consultant – Asset Management & Banking
CONSULTING AND AUDITS
October 2021 - December 2023 (2 years and 2 months)
Paris, France
• ▪ Asset allocation and financial analysis: Developed client-specific asset allocation methodologies and investment analysis across asset classes, including structured products, and mutual funds, ensuring alignment with client objectives. Evaluated opportunities for integrating passive management strategies (ETFs) to enhance portfolio diversification and cost efficiency.
• ▪ Due diligence: Conducted due diligence in a variety of asset classes, including real estate investments, and private equity opportunities, to ensure investment objectives. Analyzed industry trends, and competitive landscapes to support informed decision-making. Benchmarked competitor practices to identify best-in-class strategies and optimize portfolio performance.
• ▪ Market analysis and fund tracking: Prepared and presented detailed investment performance reports, including analyses of individual investments and portfolio-wide results. Built an automated database using Bloomberg and Morningstar to analyze investment performance, risk metrics, and portfolio benchmarks.
• ▪ Process optimization and benchmarking: Mapped value chains from front to back office, developed target processes, conducted gap analysis, benchmarked competitor due diligence, and created business plans for adding private equity funds to the insurer's portfolio.
• ▪ KPI definition and governance modelling: Analyzed existing front-to-back practices, conducted workshops to define KPIs, proposed dashboards for monitoring business activity and risks, and audited front-to-back processes. Modelled target governance, benchmarked
IT tools used in industry and developed a macro-roadmap for deployment actions.
• ▪ IFRS 17 roadmap management: Managed the IFRS 17 roadmap, including schedule, deliverables, milestones, and risks. Monitored progress of parallel run activities, coordinated efforts between the Group and business units, and managed project planning and budget. .
ABEILLE ASSURANCES
Financial Analyst – Investment Department
October 2019 - September 2021 (1 year and 11 months)
Paris, France
• ▪ Data quality and regulatory compliance: Executed data controls SAP BO queries and reconciliations with Bloomberg data.
• ▪ Due diligence: Conducted due diligence on various funds, including external, internal, and private equity categories. Produced regulatory transparency reports (Solvency 2) and Asset Data for actuaries, ensuring compliance with regulatory requirements and transparency standards.
• ▪ Integration of mutual funds transparency: Managed integration of mutual funds transparency flows into the Asset Database using IT tools, to enhance data accuracy and reporting efficiency.
• ▪ Project management and KPI monitoring: Led steering committees projects and monitored KPIs for various internal clients, including actuarial and accounting teams.
• ▪ Training and team leadership: Participated in recruitment processes and provided training to new hires and interns to ensure seamless knowledge transfer and team efficiency.