Umair Ismail

Profile

Investment professional with over 7 years of foreign and domestic experience working in financial advisory, valuation, and portfolio structuring. Responsible in building multiple teams globally, including India, Singapore, and United States of America.

Currently involved in an entrepreneurial undertaking to build a city hotel in the heart of Colombo and providing consulting and valuation services for medium to large domestic companies within Sri Lanka.

Experience

PROPRIETOR – C1 HOTELS (PVT) LTD, COLOMBO 2016 – PRESENT
Owner and visionary for building a boutique business friendly city hotel in the heart of Colombo.

PRINCIPAL – FORTRESS CAPITAL, COLOMBO 2016 – PRESENT
Consultant for small to medium scale business’s. Primarily focused on providing investment management services, due diligence, valuation, advisory services and investment banking services.

SENIOR PORTFOLIO CONSULTANT – BLACKROCK, NEW YORK 2015 – 2016
Instrumental in building a retail product delivery platform, which generated over $2 Billion in revenues within the first 9 months. Specialised in providing customised asset allocation and portfolio consulting services for the ultra-high net worth individuals.

MULTI-ASSET PORTFOLIO AND INVESTMENT CONSULTANT, BLACKROCK 2013 – 2015
Consulted investment committees managing billions in AUM on risk budgeting and portfolio allocations. Reported on investment strategy and model portfolio guidance to key clients, including and not limited to government institutions. Delivered insights into company valuations, fixed income pricing, private equity placements, and real estate pricing.

PORTFOLIO RISK ANALYTICS – MANAGER, BLACKROCK 2010 – 2013
Liaised with government sponsored enterprises (GSE’s) on a hedge advisory capacity for assets worth over $1 Trillion. Helped the Federal Reserve Bank of New York and other large US bank hedge interest rate risk within their fixed income portfolios.

Responsible in modelling and structuring Real Estate Investment Trusts (REIT).

Education

  • Chartered Financial Analyst, Level III candidate
  • Drexel University, LeBow School of Business. Bsc in Business Administration
  • Graduated Summa Cum Laude
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