Omar Itani
Finance Expert
Location
Zürich, Switzerland
Toptal Member Since
February 13, 2019
Omar is a strategic advisor and successful investor with over thirteen years of experience. After starting his career at Morgan Stanley, Omar moved to principal investing at a top hedge fund and two $500+ million family offices. He's also helped multiple tech startups raise over $50 million in funding. A published author, London Business School MBA, a CFA, and a CAIA, Omar advises entrepreneurs, businesses, and family offices on complex commercial and investment challenges.
Omar is available for hire
Hire OmarCareer Highlights
Director | Portfolio Manager
ICP Partners
Investment Analyst | Portfolio Manager
Balyasny Asset Management
Investment Banking Analyst
Morgan Stanley
Education
Master of Business Administration (MBA) Degree
London Business School
Bachelor's Degree
American University of Beirut
Select Certifications
Chartered Alternative Investment Analyst
CAIA Institute
Chartered Financial Analyst (CFA)
CFA Institute
Industry Expertise
Investment BankingVenture Capital & Private EquityFinancial ModelingStartupsTradingOther Expertise
DerivativesEconomicsFamily Office ManagementHedge FundsInvestment ManagerInvestment ResearchValuationWork Experience
2018 - PRESENT
Director | Portfolio Manager
ICP Partners
- Served on a board of two $500+ million family offices, assisted them in the implementation and execution of public and private investment strategies, and helped with overall investment strategies and portfolio management.
- Managed a discretionary equity portfolio using a bottom up investment process complimented by macroeconomic research which has delivered over 25% annualized return since 2018.
- Worked closely with C-level executives, young investors, and entrepreneurs on multidimensional coaching and counseling.
Focus areas: Venture Capital, Startup Funding, Startups, Family Office, Equity Financing, Derivatives, Equity, Value Investing, M&A (Buy-side), Investment Briefs, Investment Memoranda, Portfolio Analysis, Investment Portfolio Management, Deal Analysis, Valuation, Financial Planning & Analysis (FP&A), Equity Research, Investments
2015 - 2018
Investment Analyst | Portfolio Manager
Balyasny Asset Management
- Provided portfolio managers with strategic investment recommendations that combined proprietary top-down macroeconomic forecasts with a bottoms-up fundamental investment process.
- Managed a $50 million discretionary macro-equity portfolio focused on thematic investments with an emphasis on the United States and Europe across stocks, baskets, and equity derivatives.
- Conducted detailed macro and thematic industry research focusing on disruptive industry trends including the internet of things (IoT), the impact of the aging population, eCommerce, digitization, and automation.
- Built detailed public company financial models that included return analysis, sensitivity analysis, risk assessment, and valuation.
- Generated multiple inflection point investment ideas that resulted in 15%+ returns, winning the BAM excellence award for idea generation in September 2016.
- Developed a unique "quantamental" approach to investment idea generation by building screening models that use both fundamental factors and quantitative screening tools.
Focus areas: Investments, Thematic Research, Value Investing, Equity Research
2012 - 2015
Senior Investment Analyst
M1 Group | Mikati Family Office
- Worked closely with principals to establish the internal investment process and strategic asset allocation frameworks.
- Assisted in the execution, process management, valuation and due diligence of ten+ buy-side transactions covering consumer staples, financial services, and technology sectors.
- Co-managed a $100+ million discretionary long/short public equity portfolio focused on thematic investments covering consumer, financial services and technology with an emphasis on the United States and Europe generating 15%+ annual returns across stocks, baskets, and equity derivatives.
- Led the financial modeling, due diligence, and stock purchase agreement negotiations for the acquisition of a $100+ million European luxury fashion retailer.
- Sourced, performed due diligence, led the valuation assessment, and executed on a $150 million strategic acquisition of a payments services provider in EMEA.
Focus areas: Investment Monitoring, Investment Thesis, Investment Memoranda, Cross-border M&A, M&A (Buy-side), Portfolio Analysis, Investment Portfolio Management, Financial Modeling, Corporate Finance, Value Investing, Equity Research, Financial Planning & Analysis (FP&A), Valuation, Mergers & Acquisitions (M&A), Investments
2009 - 2012
Investment Banking Analyst
Morgan Stanley
- Developed client solutions for equity financing, hedging and share repurchases including product pricing, deal origination, and overall process management.
- Served as the sole analyst on the $1.1 billion financial restructuring of The Investment Dar, a multi-sector conglomerate with investment interests in the consumer discretionary and real estate sectors.
- Assisted in the execution, process management, valuation and due diligence on twenty+ sell and buy-side transactions covering consumer staples, financial services, and technology sectors.
- Built discounted cash flow, leveraged buyout, M&A, and investment returns models for twenty+ sell and buy-side transactions covering consumer staples, financial services, and technology sectors.
- Ranked in the top tier of the Morgan Stanley’s analyst pool in 2010.
Focus areas: Debt Raises, Leveraged Buyout Modeling, Valuation Modeling, Valuation Analysis, Debt Restructuring, M&A (Buy-side), M&A (Sell-side), Financial Restructuring, Capital Raising, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)
Education
2014 - 2015
Master of Business Administration (MBA) Degree in Economics and Value Investing
London Business School - London, UK
2005 - 2008
Bachelor's Degree in Economics
American University of Beirut - Beirut, Lebanon
Certifications
JANUARY 2020 - PRESENT
SAQ Swiss Wealth Management Certificate
Fitch Ratings
APRIL 2019 - PRESENT
Chartered Alternative Investment Analyst
CAIA Institute
JUNE 2015 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute