Post Job Free

Resume

Sign in

Investment Analyst Customer Service

Location:
Abu Dhabi, United Arab Emirates
Posted:
December 08, 2023

Contact this candidate

Resume:

MARYANN K. JUMA

ad1sir@r.postjobfree.com

+971-**-***-**-**

Valid Husband Visa

5+ years’ Experience in Investment Industry

Financial Risk Management (GARP) Program (ongoing),

Investment Analyst with Excellent interpersonal skills.

Proficiency in Windows Oracle ERP system.

APEXAFRICA LTD (January 2012 – September 2012)

Investment Analyst

Stock trading and dealing at the Nairobi Stock Exchange

Dissemination of the daily Nairobi Stock Exchange price list, reports and weekly market Statistics/information to clients.

Advised clients and investors on the stock picks

Developed financial models & prepared periodical Company Analysis Report.

ACHIEVEMENT

Represented the company in corporate and transaction advisory.

CHASE BANK LTD April 2011 – December 2011

Relationship Officer

Analyzing the stock market counters and movement of prices.

Keeping the clients informed on the stock market daily.

Communicating research reports to clients.

Growing and maintaining a client base of clients who deal in the stock market

ACHIEVEMENT

Improved performance of investment planning through asset and portfolio allocation.

DYER AND BLAIR INVESTMENT January 2006 – April 2011

Investment Planner

Investment Banking

Involved in developing research and corporate finance reports

Risk profile analysis of the client.

Portfolio construction, portfolio rebalancing and monitoring

Marketed company products to retail and High net worth Investors

ACHIEVEMENT

Customer service to an investment planner within 3 months.

Improved performance of investment planning through asset allocation

Udemy – On Going

The Complete Financial Analyst Training and Investing Course

Strathmore University (June 2012)

CPA Part 2 Ongoing (KASNEB)

Maseno University (September 2000 - August 2006)

Bachelor of Arts (Business Studies & English)

Certificate in Investment Banking Nairobi Stock Exchange - (June 2007)

Automated Trading System (ATS) Nairobi Stock Exchange (March 2010)

Excellent computer skills in Microsoft Office programs - Excel, Outlook, Word & Power Point

Customer relations skills

Excellent communication skills

Great interpersonal skills

Analytical skills

Financial Modelling Skills

Report writing and proof reading of proposals

2018 to date --Volunteer Kids Teacher

2019 to date – Volunteer at Yalla Yasmina (Parent Group at Al Yasmina School)

Innovation

Swimming

Adaptability

Supplied upon request

PROFILE

PROFESSIONAL EXPERIENCE

EDUCATION

CERTIFICATIONS

SKILLS AND ATTRIBUTES

COMMUNITY

PERSONAL INTERESTS

REFEREE



Contact this candidate