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Portfolio Manager and Finance Professional

Location:
Mesquite, TX
Posted:
May 22, 2016

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Resume:

Confidential

Endurance Aku

Phone: +1-214-***-****, E-mail: acuv6x@r.postjobfree.com

KEY SKILLS/ACHIEVEMENTS

I was selected to manage the first fixed income focused portfolio of Stanbic IBTC Pensions Managers Ltd, the largest Pension Fund in Sub-Saharan Africa Ex SA.

Built a strong professional network within the investment industry and market participants.

Worked as a fixed income strategist and demonstrated strong idea generation capacity

Worked on fixed income and equity execution as a buy side dealer and related extensively with the OTC market. I was responsible for managing the dealing team and the overall execution strategy when the Head of Desk was absent from the office.

I was part of 5 man team selected by Executive Committee to evaluate and select a vendor for globally accepted investment management software. The scope of work included the technical rigour, risk management framework and straight through processing capabilities of the platform.

Significant industry knowledge of investment product, themes and opportunities across markets. Extensive industry experience with emphasis on investment management and research.

I sourced, appraised and managed investment opportunities in the alternative investment space. Investment themes include real estate, construction, financial services, consumer retail and infrastructure.

I developed strong cross sell capabilities. I was voted second best in the Wealth division of Stanbic IBTC Bank for number of accounts opened during a cross selling drive.

Worked closely with team of professionals in selecting private equity funds for investment consideration.

Headed team that put together annual secular forum for the Stanbic IBTC Pension Managers Investment Team.

EMPLOYMENT HISTORY

Stanbic IBTC Pension Managers Limited JAN 2010 – Date The pensions Investment management subsidiary of Stanbic IBTC Holdings Plc. (a member of the Standard Bank group)

Role: Portfolio Manager and Fixed Income Strategist Responsibilities:

I originated, developed and managed thematically-driven strategies. Expressed views from a global macro perspective and its implications on emerging markets with a key focus on Nigeria.

Employed diverse trading and portfolio management strategies for managing pension fund assets, gratuity schemes. This included balanced, conservative, core fixed income and liability driven strategies for a range of clientele.

I was responsible for idea generation. Conducted due diligence, strategic analysis, structuring, review of legal documentation, deal execution and exit strategy

Ran portfolio-level sensitivity analysis, interpreted the implications of different macroeconomic scenarios on investment return, conducted appropriate portfolio rebalancing and general administrative duties

Developed Secular forum platform which holds quarterly and ensures interaction with policy makers, industry experts and emerging market and frontier market economist. I was also a key member of the Investment Management Committee

I was responsible for client presentations, including gathering statistical data as well as board reports and regular interactions with executive management team of Nigerian Companies. Stanbic IBTC Pension Managers Limited JAN 2008 – DEC 2009 The pensions Investment management subsidiary of Stanbic IBTC Holdings Plc. (a member of the Standard Bank group)

Role: Investment Analyst and Fixed Income Dealer

Confidential

Responsibilities:

Trade execution for portfolio managers across equities and fixed income asset classes. Built an expert knowledge of the Team’s trade modelling and order creation systems and developed an excellent knowledge of Bloomberg Terminals

Monitored and analysed security issuance, flows and technical drivers of price movement

Preparing and analyzing data for investment analysis. Demonstrated ability to gather and assess information for timely decision making and communicated such findings to senior management

Performing fundamental analysis and in depth company specific due diligence. I was responsible for making and defending investment recommendations to senior members of the team.

Worked closely with Primary Dealer Market Makers, corporate financiers and regulators on draft exposures and providing advice on appropriate regulation. I presented working papers and training to regulatory officials and made significant contributions to proposed rules

Conducted client visits and met with the management of prospective investments to conduct due diligence. I also facilitated the creation of deal books for the investments. ARM Pension Managers NOV 2006 – DEC 2007

A pioneer staff and part of the team that helped secure the company license in Nigeria’s historical pension reform legislation.

Role: Intern and Fund Administrator

Responsibilities:

Prepared Fund accounting reports as well as reconciling of contributions uploads

Client Management by proficient use of company’s CRM application EDUCATION/QUALIFICATIONS

Chartered Financial Analyst Program (CFA) – Level II Candidate Chartered Alternative Investment Analyst Program (CAIA) – Level II Candidate Training in Financial Modelling and Valuation (Training the Street) ACI Dealership

Euro money Fixed Income Training

Certified Bloomberg User

Training in Financial Modelling (Jeff and Obrien Group) Modern Portfolio Management, Optimisation and Risk Management (Euro money) University of Lagos, Nigeria Sept 2000 – Nov 2005

Bachelor of Science - Actuarial Science

Reference

Available on request



Contact this candidate