Omar Itani, Finance Expert in Zürich, Switzerland
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Omar Itani

Verified Expert  in Finance

Finance Expert

Location
Zürich, Switzerland
Toptal Member Since
February 13, 2019

Omar is a strategic advisor and successful investor with 13+ 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.

Investment AnalysisInvestment ManagerValuationFinancial Planning & Analysis (FP&A)Financial ModelingMergers & Acquisitions (M&A)Equity ResearchBusiness AdvisoryDerivativesCross-border M&AVenture CapitalFinancial Investment ConsultingHedge Fund ConsultingPortfolio ManagementPortfolio Performance ModelingStock MarketEconomics

Career Highlights

Director | Portfolio Manager
ICP Partners
Investment Analyst | Portfolio Manager
Balyasny Asset Management
Investment Banking Analyst
Morgan Stanley

Education Highlights

Master of Business Administration (MBA) Degree
London Business School
Bachelor's Degree
American University of Beirut

Certification Highlights

Chartered Alternative Investment Analyst
CAIA Institute
Chartered Financial Analyst (CFA)
CFA Institute

Case Studies

Work Experience

Director | Portfolio Manager

2018 - PRESENT
ICP Partners
  • Served on the board of two $500+ million family offices, assisted them in the implementation and execution of public and private investment strategies, and helped with overall asset allocation strategies and portfolio management.
  • Managed a $100+ million discretionary macro-equity portfolio using a bottom-up and top-down investment process combining macroeconomic and security 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: Family Office, Equity Financing, Derivatives, Equity, Value Investing, Investment Briefs, Investment Memoranda, Portfolio Analysis, Investment Portfolio Management, Deal Analysis, Valuation, Equity Research, Investments, Equity Research Analysis, Stock Market Techinical Analysis, Investment Analysis, Bloomberg, Equity Investment, Trading, Forex, Macroeconomic Forecasting, Global Macro Strategy, Options Trading, Asset Allocation

Investment Analyst | Portfolio Manager

2015 - 2018
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 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, Equity Research Analysis, Stock Market Techinical Analysis, Investment Analysis

Senior Investment Analyst

2012 - 2015
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, Equity Research Analysis, Stock Market Techinical Analysis, Investment Analysis

Investment Banking Analyst

2009 - 2012
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), Stock Market Techinical Analysis, Investment Analysis
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

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

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