MAZEN LASHEEN, CFA
Overview
8
8
years of professional experience
Work History
Senior Investment Manager
Invia Cap
01.2023 - Current
- Develop detailed investment memos to the investment committee
- Led a tech and investment teams to develop and implement a digitized application process, streamlining workflows
- Developed an automated predictive financial model template powered by data from a digitized solution to generate instant financial models
- Execute end-to-end revenue-based finance deals, managing entire investment process from sourcing to deployment
- Conduct thorough due diligence on potential investment targets, assessing all associated risks to support sound investment decisions
- Lead a team of analysts to provide comprehensive business support to portfolio companies and non-portfolio companies, including management, financial, and operational guidance
Finance Manager (Part-time)
Spoilz Studio
06.2023 - 06.2024
- Generated over $300k in funding through effective presentations of financial models and key metrics to investors
- Directed the establishment of financial reporting protocols, ensuring adherence to proper bookkeeping standards
- Prepared and communicated detailed financial reports to stakeholders on a monthly, quarterly, and annual schedule
- Developed a comprehensive 5-year financial model for strategic planning, incorporating retention rate analysis and gaming metrics tailored for a gaming developer
- Presented monthly updates on cash runway to stakeholders after thorough monitoring and updating
Investment Manager
Beltone Financial VC
09.2020 - 12.2022
- Conducted thorough due diligence on potential investment targets, assessing all associated risks to support sound investment decisions
- Prepared investment memos that included detailed financial models providing growth capital
- Managed post-investment activities, providing valuable business support to portfolio companies to facilitate their growth
- Prepared quarterly reports presenting each portfolio company’s financial and impact performance
- Deployed growth capital and managed the entire investment process, achieving an average IRR of over 60%.
Associate Relationship Manager
HSBC
04.2018 - 09.2020
- Provided comprehensive corporate banking solutions to clients, working capital facilities, and medium-term loans
- Conducted financial analysis and risk assessments to determine creditworthiness
- Prepared credit memos and quarterly reports, including debt runoff modeling and financial forecasting, presenting findings to department heads and the risk department
- Managed client portfolio to drive profitability and enhance client relationships
Financial Analyst
Arab African International Bank
12.2016 - 03.2018
- Prepared comprehensive credit appraisals, renewal appraisals, and review reports
- Constructed financial models to evaluate clients' creditworthiness
- Conducted thorough credit analysis, evaluating business and industry profile, historical financial performance, cash flow projections, and peer comparison analysis
- Developed comprehensive pitch decks for sell-side clients, enhancing senior team's presentation effectiveness
Education
CFA Institute -
Chartered Financial Analyst (CFA) Charterholder
01.2019
Credit Course -
HSBC Corporate Banking Relationship Management & Accreditation Course
01.2018
Bachelor of Arts - Accounting
The American University in Cairo (AUC)
01.2015
Skills
- Fluent in English & Arabic
- Cash flow management
- Due diligence
- Quantitative analysis
- Alternative investments
- Emerging markets
- Teamwork and collaboration
- Investments analysis
- Attention to detail
- Strategic planning
Timeline
Finance Manager (Part-time)
Spoilz Studio
06.2023 - 06.2024
Senior Investment Manager
Invia Cap
01.2023 - Current
Investment Manager
Beltone Financial VC
09.2020 - 12.2022
Associate Relationship Manager
HSBC
04.2018 - 09.2020
Financial Analyst
Arab African International Bank
12.2016 - 03.2018
CFA Institute -
Chartered Financial Analyst (CFA) Charterholder
Credit Course -
HSBC Corporate Banking Relationship Management & Accreditation Course
Bachelor of Arts - Accounting
The American University in Cairo (AUC)
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