PRINCE K. OWUSU

P. O. BOX AN ARTS CENTER, GHANA, WEST AFRICA.

Mobile Number: +233 (0-249******, +233 (0-243****** I am keen and reliable with person with mature attitude broadening my knowledge at all levels. Possesses great intellectual capacity to learn new concepts and skills, the social confidence to settle among any group of people and a team player.

(A) EDUCATION

Sept - November 2008 - GREENFIELD CO. LTD

Certificate in Customer Service (job Training)

June –August 2013 Macquarie University & Open University Certificate of Achievement: Financial Literacy

June –September 2013 Sydney Institute & Open University Certificate of Achievement: Financial Planning

June – September 2013 INT. COLLEGE OF MANAGEMENT- SYDNEY & OPEN UNIVERSITY Certificate of Achievement: Management For

Competitive Edge

OCTOBER 2005 – March 2007. GHANA STOCK EXCHANGE SECURITIES COURSE CERTIFICATES IN SECURITIES (FINANCIAL MARKETS)

AND INVESTMENTS

Courses: Intro to investment, Fundamentals of Finance & Financial Mkts, Corporate Finance, Investment Analysis and Portfolio Management, Securities Trading & Investment Advisory Techniques and Legal & Regulatory Framework & Supervision. 2000 –2003 SACKEY – ADDO SECRETARIAL INSTITUTE

Diploma in Secretaryship

Diploma in Computer Software

(B) COMPUTER SKILLS AND INTEREST

Proficient in using the Microsoft Office suit (Word, Excel, PowerPoint, PageMaker, Access and Coral Draw); Electronic Mail And the Internet

Interest: Table Tennis, listening to music & Watching Football match

(C) WORK EXPERIENCE

2013 -2016 VERIT INVESTMENTS LIMITED

POSITION: INVESTMENTS, RESEARCH & OPERATIONS MANAGER Tasks and Responsibilities

Evaluate financial risk, prepare financial forecasts, financing scenarios.

Documents concerning capital management, and write reports and recommendations;

Plan short- and long-term cash flows and assess financial performance;

Analyze investment projects;

Advise on and participate in the financial aspects of contracts and calls for tender;

Follow up on financing projects with financial bankers;

Develop, implement and use tools for managing and analyzing financial portfolios;

Prepare a regular risk profile for debt portfolios;

Assist in preparing operating and investment budgets.

Collect financial and investment information about companies, stocks, bonds and other

Investments using daily stock and bond reports, economic forecasts, trading volumes,

Financial periodicals, securities manuals, company financial statements and other

Financial reports and publications;

Setting up the system to run the Fund management for Verit Investments

Key player for coming up with the research and documents for acquisition of license to operate as Pension Fund Manager for Verit Investments Ltd.

In-charge of verity’s financial product development and the system to run the funds.

In-charge of Pension Tier 2 & 3 management at Verits 2013 –2014 ODLAMP INVESTMENT

POSITION: GENERAL MANAGER

Tasks and Responsibilities

Plan and direct the purchase, sale, and development of real estate properties on behalf of businesses and investors.

Consider factors such as property values, taxes, zoning, population growth, transportation, and traffic volume and patterns;

Negotiate contracts for the purchase or lease of the property;

Negotiate the sale of, or terminate the lease on, such properties;

Handle financial operations of the property.

Handle and execute day-to-day operations of commercial properties

Answer and respond to customer services requests and inquiries.

Assist and support administrative and field staff to maximize performance;

Assist in preparing operating and investment budgets. 20011 – 2013 ASPI - GHANA

POSITION: BUSINESS DEVELOPMENT /INVESTMENT OFFICER Tasks and Responsibilities

Business plan development/review/ recommendation- Microfinance

Financial projection/microfinance

Soliciting loan and equity investment form banks and other financial institutions including individuals

Training; facilitation Training & orientation of SA, CBA, CO fund mobilization

Planning Operation strategies with field officers for the district and communities entering for business promotion and fund mobilization

Supervision is supportive supervision and Technical assistant to field staff using guideline and procedures laid down during;

loan disbursement and recovery

Hold monthly review meeting with field staff and review field staff returns report and analyze

Monitoring and tracking investors funds majority date and prompt repayment /refund recombination to management/CEO

Planning, setting targets and strategizing with SA, CBA, CO to fund mobilization from ASPI operation areas

Ensuring the prompt payment of investor funds

Monitor and tract field staff loan recovery, collateral and investment mobilizations

Review and evaluate loans disbursement request submitted by COs, and submit recommendation to the credit committee for final evaluation and approval decision

Coordinate branch office and field microfinance activities including administrative support to OMs on public relation and management and reporting.

Meeting and workshops attendance: Representing CEO/head office at meetings, events/programs in the districts and region when required including training or business presentation

Report weekly to CEO progresses using various program reporting formats for MF

2009 - 2011 STRATEGIC HEDGE CAPITALS

Position: HEAD, MARKET CAPITAL & MONEY MARKET ORIGINATION Tasks and Responsibilities

Evaluate and report portfolio performance

Verify policy compliance

Analyzes financial information to forecast business, industry, and economic conditions, for use in making investment decisions:

Gathers and analyzes company financial statements, industry, regulatory and economic information, and financial periodicals for clients

Recommend investment timing, buy-and-sell orders to individual and institutional clients of investment establishment for advising clients

Interpret data concerning price, yield, stability, and future trends of investment.

Assist in asset allocation studies and management researches

Offering investment programmes for Lectures & Students in some university colleges.

2009 – 2010 AFRICAN UNIVERSITY COLLEGE OF COMMUNICATION Position: SUBSTITUTE LECTURER

Substitute Lecturer for an Entrepreneurship and Financial Management. 2008 – BARCLAYS BANK (GH) LTD

Position: Customer Advisor

Advise customers on the various Barclays Bank Products.

Using the Aid Memoir Opening the various types of accounts for customers.

Advising & Selling Barclays Fixed Deposits to customers.

Processing customer’s loans application forms

Rendering Bank Account advisory services to clients and institutions.

Performing other duties assigned by My Manager

2008 DOULOS CONSULT

Position: National Service Personnel

Project manager, 12th Ghana. Int. Trade Fair Company

Syndication of sponsorship in both cash and in kinds for the fair Administrative secretary and Technical coordinator.

Presenting periodic progress reports to the managements

Organizing sponsorship for and organizing the press to cover the function etc.

Ensure that all cheques and invoices for donations are written in the name of the Ghana Trade Fair Company Ltd

Ensure that all cheques and invoices would be received by the Director of Finance who would ensure official receipt.

Ensure the all the companies that sponsored gets their benefits as mention in the sponsorship package agreement.

MARKETING EXECUTIVE

Organising of every first Saturday of every month car market at the Trade Fair Forecourt.

Creating platform for the sellers and buyers for smooth negotiation.

Ensuring that all the cars parked are registered with our company and the being place on internet for adverts.

Ensuring that every vehicle on our platform are fairly priced unlike how Car Dealers price theirs

Filing of documents in its appropriate cabinets

Manning of receptions of the enterprise

Performing any other duties assigned or delegated to me by the manager. ASSITANCE EVENT CO-ORDINATOR FOR 2007 GHANA BANKING AWARD (CIG)

Responsible for distribution of stands for the various banks

In charge of Entry Passes for other invited guest of the award gala night

Distribution of tickets to the various executives 2004 - 2006 NTHC LTD: (NTHC HORIZON FUND LTD) (MUTUAL FUND) Position: Portfolio Manager

Main Duties

Investing the fund pooled from the public in Equities and Stocks listed on the Ghana Stock Exchange both Capital and Money Market.

Calculating the Net Present Value (NAV) of the fund on trading section at Ghana Stock Exchange.

Preparing annual investment review of the fund for the Directors.

Assisting in daily fund reconciliation with Fund Administrators.

Processing of Horizon Fund Redemption fees for clients.

Record all clients’ details and investment amount in the Horizon Funs.

Preparing Statement of Account on the Fund for clients.

Preparing Share Certificates of the fund to its investors.

Reconcile client’s balances and send them quarterly statement.

Compiling and Assisting in preparation of the Annual reports on the Horizon fund investment.

Capturing daily subscription of the fund into the financial system.

Reconciling clients’ investment in the fund with all other forms and records to ensure consistency.

Offering general investment advice and explanatory services of the fund objectives and operations to clients.

Filing correspondence and any other documents in designated system of the fund under Head of Operation.

Processing of the fund Application, indemnity and Redemption forms.

Providing investment Advisory services to clients and institutions.

Performing all duties assigned by the Managing Director and the Head of Operations.

KEY PROJECTS

1. Setting up all the operation and Administration system of Verits 2. Initial Public Offer for Benso Oil Palm Plantation. 3. Initial Public Offer for Clydestone (GH) Limited. 4. Provisional Listing of Golden Web Limited

5. Establishment of the NTHC Horizon Fund.

(D) REFERENCE

1. 2.

Mr. Jacob Monyo Akorli Mr. Kwabla Pavis-Djre

Finance & Compliance Officer. Chief Executive Officer Verit Investments Ltd Verit Investments Ltd

Tel: +233 (0-508****** Tel: +233 (0-244-******

P.O.BOX AN 6776

TESANO BAPTIST CHURCH

ACCRA NORTH - GHANA

30. 06. 2021

DEAR SIR / MADAM,

APPLICATION FOR EMPLOYMENT AS AN EXECUTIVE PERSONAL ASSISTANT I wish to apply for the above-mentioned post in your establishment. I am a young man of 40 years of age, have a rich experience in to support any reputable company for great turnover. I have also taken Ghana Stock Exchange Securities Courses and have obtained my profession as investment analyst. I have studied and written exams of all the following courses: Fundamental of Finance & Financial markets, Corporate Finance, Investment Analysis & Portfolio Management, and Securities Trading & Investment Advice. I am currently pursuing my MBA, majoring in Finance.

With experiences in Operations and management at various organisations, I stand to prove myself success if I am given the opportunity to serve in any capacity within any sector or industry you may deem it fit.

I am very reliable and motivated person with a mature attitude to broadening my knowledge at all levels.

I would welcome the opportunity to meet you online, personally or on phone for any further information and clarification. I believe I am well equipped in terms of training, skills and experience to make valuable contribution to your establishment. I look forward to your earliest response.

Yours faithfully,

Prince K. Owusu

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