Sam Akhtar
Finance Professional
Summary
Result-driven finance professional with over 5 years of experience in infrastructure and renewable investments. Proven expertise in investments analysis, financial modeling, and market analysis. Demonstrated strong track record at preparing comprehensive investment reports, performing due diligence, and supporting portfolio management functions. Possessing excellent analytical skills and a passion for identifying and evaluating new investment opportunities.
Overview
2025
2025
years of professional experience
2025
2025
years of post-secondary education
Work History
Investment Associate
Algonquin Power & Utilities
5 2022 - Current
- Supported the evaluation and financing of investment opportunities, collaborated with internal teams, external advisors, and stakeholders to ensure successful deal execution
- Developed, customized, and maintained highly technical financial models for project opportunities, ensuring models accounted for key financial metrics, risks, and potential return on investments
- Led financial analysis and due diligence for a $250 million infrastructure investment in renewable energy and successful closed multiple tax equity transactions, construction loan, and term debt
- Mentored and provided detailed reviews for Analysts, fostering their professional growth by ensuring their models and analyses adhered to high standards of accuracy & comprehensiveness
- Provided actionable insights and recommendations to senior management based on in-depth analysis of market trends, valuation assumptions, and risk assessments
Senior Valuations Analyst
CPP Investment Board
05.2019 - 05.2022
- Prepared and reviewed fair value valuations across multiple asset classes; including real estate, infrastructure, private equity, ensuring accuracy
- Reviewed and incorporated findings from external valuation expertise, ensuring consistency with internal definition of fair value and industry best practices
- Developed valuation memoranda and summary reports for senior management, clearly communicating key valuation risks, financial model results, and fair value recommendations
Analyst - Advanced Analytics
CPP Investment Board
09.2018 - 05.2022
- Provided analytical support in the evaluation of investment opportunities, performance tracking, financial reporting, and risk management initiatives
- Assisted in the integration of ESG metrics into financial reporting, aligning reporting practices with emerging trends in sustainability and governance
Investment Analyst - Asset Allocation
Manulife Asset Management
05.2017 - 12.2017
Investment Analyst - Renewables
Ontario Power Generation
05.2016 - 12.2016
Education
CFA Level III Candidate -
CFA Institute
Master of Business Administration - Financial Management
Wilfrid Laurier University - School of Business & Economics
Volunteer Experience
- Instructor, Provided educational sessions on financial literacy through ABC Life Literacy Canada, Fall 2019
- Co-Founder, Founding member of a small cap equity fund for graduate university students, 2015-2018
Skills, Activities, Interests
Tax Equity, Bloomberg, CapIQ, Financial Modelling Course - DCF, LBO, & M&A,
Attention to detail, Intellectually curious, Quick learner, Strong written and verbal communicator
Personal investing (equity securities & real estate), Health & fitness, Computer programming,
Timeline
Senior Valuations Analyst
CPP Investment Board
05.2019 - 05.2022
Analyst - Advanced Analytics
CPP Investment Board
09.2018 - 05.2022
Investment Analyst - Asset Allocation
Manulife Asset Management
05.2017 - 12.2017
Investment Analyst - Renewables
Ontario Power Generation
05.2016 - 12.2016
Master of Business Administration - Financial Management
Wilfrid Laurier University - School of Business & Economics
Investment Associate
Algonquin Power & Utilities
5 2022 - Current
CFA Level III Candidate -
CFA Institute
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