Investment Analyst Customer Service
Resume:
MARYANN K. JUMA
***********@*****.***
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