Bsc. Economics

Senior Portfolio Manager/Investment Strategist

▪ Manage a US$284 million multi-asset portfolio of both individual and institutional funds ▪ Develop investment strategies to meet clients’ financial objectives and prepare investment policy statements for clients ▪ Assess risks, analyse financial data, build financial models, and perform sector-specific valuation on investment options ▪ Conduct due diligence on high potential opportunities, write investment memos and manage investment execution ▪ Manage a US$24 million equity-backed bridge financing for capital projects; perform due diligence on projects, deal sourcing and liquidity management ▪ Lead a team of four portfolio managers on quarterly clients engagements and updated portfolio strategies ▪ Collaborate with research unit on investment strategy reports documenting well-thought-out views and expectations

Economist and Portfolio Manager

▪ Managed a US$30 million multi-asset portfolio of both individual and institutional funds ▪ Appraised equity collaterals to determine the viability of loan requests by key shareholders of publicly listed companies ▪ A key member of the Asset and Liability Committee. Provided guidance on economic developments to maximize mark-to-market returns on Treasury fixed income and derivative instruments ▪ Participated in the Bank’s credit committee. Provided in-depth and analytical review of clients’ industry and company

Team Lead, Investment Research

▪ Analysed financials to provide fair value estimates aiding portfolio managers and clients’ investment decisions ▪ Proposed asset allocation and investment ideas to clients, and develop investment strategies to meet clients’ objectives ▪ Developed and lead annual investment strategy reports, documenting well-thought-out views and expectations of global and domestic macro-economic environment ▪ Conducted analysis of major economic trends to recommend actions for portfolio optimization ▪ Led a 6-man research team in clients’ engagements to provide data-driven investment opinions ▪ Participated in international roadshows with foreign investors and local shareholders

Investment Analyst (Financial Services)

▪ Initiated coverage on top African banks, with recommendations generating double-digit returns for clients ▪ Developed and maintained up-to-date sector database and financial models on coverage companies ▪ Analysed company financials to provide fair value estimates aiding portfolio managers and clients’ investment decisions

Financial Analyst, Corporate Finance and Investment Research

▪ Performed valuation analysis using various methodologies and conducted credit analysis on pharmaceutical companies ▪ Structured and appraised equity capital raise by companies in the agriculture and insurance sectors ▪ Key member of the valuation team for the merger of top General Insurance and Life Assurance companies in Nigeria ▪ Reviewed financial models of companies of companies to evaluate viability for project/trade finance and seed capital

CFA Level 1