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Financial Analyst Assistant

Leicester, United Kingdom
October 26, 2019

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Tapiwa Shelton Gumbo Mberi

Address: * ******** ****, *********, ****** Kingdom


Mobile Number: 077********


Aspiring finance professional keen to practice investment banking, portfolio and investment management. Banker with more than three years of working in the financial services sector. I have strong interpersonal skills and able to deliver consistently high results in challenging work environments.


Bloomberg Market Concepts, Flexcube Banking Software, PASTEL Point of sale.

Proficient in the Microsoft Office Suite, SSPS, E Views.

Bankers Realm Loan Management Systems, Oracle BI Publisher. KEY ACHIEVEMENTS:

I was awarded a postgraduate scholarship at Nottingham Trent University for MSc Finance and Investment Banking studies.

I enrolled in the Chartered Financial Analyst Program to obtain the highest set of credentials in the global investment management industry. I am a Level 2 CFA Program 2020 exam candidate.


July 2015 to August 2018, Loan Officer FBC Bank

Development and implementation of new products and marketing strategies.

Screening/vetting quality clients and recommending appropriate loan product for processing. Development and application of financial models in credit appraisal.

Maintaining closer customer contact and monitoring loan use, loan servicing and progress as per applicant’s business model. Following up on clients in arrears and updating relevant credit files and records.

Maintenance of branch financial ledger and preparation of financial reports, monitoring cash flow position of the branch.

Ensuring perfection of security on all assets is done as per company policy

Conduct financial analysis including spreading financial statements, ratio analysis and peer and industry comparisons

Processing / lodging insurance claims with Bancassurance for deceased / retrenched clients / any other risks covered by insurance upon materialization of the covered risks

Resolving all customer queries and attending to enquiries for the branch as per set service standards.

Ensuring filing of documents, loan records, expense vouchers, completed books and records. Maintain a working knowledge of FBC Holdings policies and procedures as well as regulatory guidelines.

Managing costs for the branch and ensuring expense analysis for the branch is done monthly with an aim to contain costs

Digital Innovation Champion - Working with a team to generate and share ideas, providing updates on development of FBC Holdings digitalization initiative.

Preparing and submitting credit returns (arrears and excess reports) as per stipulated deadlines and initiating recovery of bad debts and preparing bi-weekly and monthly suspense accounts reconciliation.

October 2013 to August 2014, Internship FBC Bank April 2012 to August 2012, Administration Assistant Edgars Stores Limited

Training of new personnel and management of customer accounts

Direct interaction with selected customers in resolving accounts terms

Stock taking and keeping management informed by submitting activity and results reports


2018 – 2019, Nottingham Trent University, UK, MSc Finance & Investment Banking

Overall Result to date: 1



2011 – 2015, National University of Science and Technology, Zimbabwe

Bachelor of Commerce Honors Degree in Finance: Result 2.1 OTHER SKILLS

Strong communication skills, the ability to build effective and mutually beneficial working relationships both internally and externally

Public Speaking, Team work, Leadership, Adaptability and Flexibility, Decision Making.

Self-confident, articulate, resilient and able to thrive under pressure in a fast-paced environment. A lateral and innovative thinker who sees change as an opportunity and challenge for the business.

Participated in an Investment Banking Trading Simulation event facilitated by Amplify Trading/ Morgan Stanley.


Travelling, learning new cultures and experiencing new environments. Researching and analysing global economic and business trends. Learning about business systems, applications and financial modelling.


2013 – 2015. NUST Investors Association - An association established to create a connection of students, lecturers, alumni and stakeholders in the finance industry capable of facilitating the fusion of ideas, learning the operations of the industry, and producing individuals able to pursue a career of investing in the financial markets. REFERENCES- Available upon request.

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