Sign in

Financial and Investment Analyst, Business Manager

Toronto, ON, Canada
May 16, 2020

Contact this candidate


Ngozi Babs-Adewumi

** ********* *********, ********, **. L6P2M2 647-***-****


University of New Brunswick, NB

Master’s in quantitative Investment Management Expected September 2020

Obafemii Awolowo University, Ile-Ife, Nigeria

Master in Business Administration (Finance) March, 2012

Houdegbe North-American University, Cotonou, Rep. du Benin

Bachelor’s in business administration and Economics June 2006


•Intermediate level: R Programming,

•Foundation level : Python Programming.


Ecobank Nigeria Limited, A Member of Ecobank Transnational Incorporated (ETI), whose is a pan-African banking conglomerate, with banking operations in 36 African countries. Ecobank Nigeria is a key subsidiary of Africa’s leading independent banking group and currently operates a consolidated online, real time branch network in over 400 locations across Nigeria. Ecobank is a commercial and investment bank focus on managing financial transactions and portfolios of Individuals, Corporate and Government agencies.

Customer Sales and Service Manager: March 2018 to May 2019

Responsible for growing Branch revenue and deposits in line Branch budget and reducing direct cost within Branch operating budget.

Strategized long and short-term goals for business development tactics.

Developed procedures to ensure that all customers are receiving the data they request in a timely and efficient manner through their salesperson.

Generating non-interest income fees, commission, FICC, Cash Management within branch budget through increasing transactions from existing customers and New to Bank customer Acquisition.

Increasing number of transactions from digital channels driven by migrating customer.

Trained associates regarding company policies and task-specific requirements to successfully complete their jobs.

Reconciling all internal General ledgers and internal accounts, thereby averting operational loss and regulatory sanctions.

Implemented strategy which increased the Branch incomes through ATM channels.

Accountable for the Branch team members in different units and excellence service by being customer centric.


Financial Sales Representative: March 2016 to March 2018

Business initiation and development for personalized banking services

Sourcing for new relationships with high net worth individuals for investment

Keeping abreast of local and national economic, financial and political events which may impact on deposit liability generation and credit facilities.

Driving liability growth and profitability of my portfolio.

Maintenance of Branch Balance sheet that is commensurate with budget and overall projections.

General training of team members for effective service delivery and relationship management.

Ensuring income which increases Branch balance sheet

Sale of Term Deposit

Advise on Treasury bills, mutual funds and other commercial paper

Sale of Current and Savings Account

Acting, Branch Customer Service Manager: February 2014– March 2016

Running day to day activities of branch operations

Ensure quality customer service delivery through the provision of efficient and effective branch operation, while ensuring conformity with the bank’s laid down procedures / processes and regulatory guidelines.

Supervise activities of operation staff to ensure timely and efficient service delivery to customers.

Mitigate operational risk issues that arise in daily activities at the branch level.

Maintain strong control awareness in branch and ensure adequate departmental controls are in place for all products/processes.

Ensure maintenance of appropriate confidentiality and security of customer and transactional information and safe keeping of bank branch assets.

Ensure zero regulatory infraction / fraud tolerance / error rate.

Conduct/ensure branch training/meeting sessions in line with policy, as well as, perform other duties as assigned by Zonal coordinator.

Ensure that the unit has adequate allocation of resources to enable it meet state objective – liaise with HRU/GIS/IT and supervisors as applicable.

Balanced daily cash deposits and bank vault inventory with zero error rate.

Adhered to researched and resolved customer issues on personal savings, checking and line of credit accounts, security and audit procedures.

Branch Funds Transfer Unit Head: April 2010 - January 2014

Delivery of quality customer service through swift responds to customers’ request.

Deep knowledge of bank products and common transaction and service requests.

Immense ability to analyze processes and make recommendations.

Outstanding ability to work in a fast-paced environment to meet deadlines.

Good communication skills in both oral and written forms.

Ability to manage confidential information.

Ability to generate recommendations and strong decision-making skills.

Cross selling of Bank’s products through customer interaction, thereby increasing Branch Monthly Profitability Revenue.

Ensure that Bank’s processes are adhered to when processing transactions.

Providing overall leadership/direction at the Branch level and continually enhance team performance to delight customers through excellent banking hall touch point experience.

Identify and advice on how to resolve challenges affecting the effectiveness of Branch through communicating to both staff and customers.

Branch Fund Transfer Unit: June 2008 – March 2010:

Supervised the activities of the tellers and bulk tellers.

Managed branch vault and cash to ensure compliance to bank policies.

Supervised the reconciliation of all open items in order to balance the book.

Responsible for ensuring that all transactions have an audit trail.

Attend to internal and external auditors’ queries.

Responsible for the training of tellers and bulk tellers on new product.

Ensure the availability of cash for customers and branch ATMs replenishment.


-Financial Data Analysis

-Quantitative Portfolio Management

-Financial Derivatives

-Student Investment Funds

-Algorithmic and Quantitative Trading

-Fixed Income Securities and Interest Rate Derivatives.

-Financial and Portfolio Risk Management

-Principles of Value Investing


-PRMIA Risk management challenge 2020 – Regional Finalist.


-Bank’s Hall of Fame recognition for averting a fraudulent transaction of $100,000 through swift transfers (2013)

-Zonal recognition for exceeding Branch allocated target (2014).

-Long service award, In recognition of 10 years of loyal and faithful service to the Bank (2018)

-Master of Quantitative Investment in Management Graduate scholarship (2019).

-Faculty for the Great West Life, London Life and Canada Life Award in Quantitative Finance (2020)

Reference available upon request.

Contact this candidate