ADDRESS : P.O BOX CS ****, TEMA – GHANA
PHONE NUMBER : +233-***-***-***
EMAIL ADDRESS : email@example.com
SUMMARY OF EXPERIENCE
Gloria is an Analytical and Strategic Investment Management Professional with a track record of excellent performance in Investment Management, Financial Analysis and Modeling, Relationship Management, Strategy Management and Sales in both startup companies and multinationals. My ability to prioritize work load effectively to meet goals and deadlines in a timely manner, work within a multicultural setting and be a team player with excellent communication and writing skills have enabled me perform creditably in every assigned role. Through off and on-the job training, I have acquired extensive knowledge of the Investment Climate in Ghana and Africa.
Specialties: Investment and Wealth Management, Financial Planning, People’s Management, Business Development, Financial Modeling, Credit Analysis, Financial Valuations, Business Due Diligence, Financial Research (Equity, Fixed Income, Commodities)
2010 – 2012 UNIVERSITY OF GHANA BUSINESS SCHOOL LEGON – ACCRA, GHANA MBA – Marketing
2008 – 2009 GHANA STOCK EXCHANGE
Certificate in Securities Industry (Financial Markets, Corporate Finance, Portfolio Management and Securities Trading)
2006 – 2008 CENTRAL UNIVERSITY COLLEGE ACCRA – GHANA Bachelor of Science in Administration (Marketing – SECOND CLASS UPPER) 2001 – 2004 HO POLYTECHNIC HO - GHANA
Higher National Diploma – (Marketing – SECOND CLASS UPPER) 2
August 2015 EUROMONY LEARNING SOLUTIONS, ECOBANK ACADEMY, LOME TOGO Certificate in Salesforce Effectiveness/Relationship Management February 2013 EUROMONY LEARNING SOLUTIONS, ABUJA, NIGERIA Certificate in Wealth and Asset Management
August 2016 to date FIRST FINANCE COMPANY LIMITED ACCRA, GHANA First Finance Company Limited is a boutique Investment Company licensed by the Securities and Exchange Commission, Ghana. It provides Investment and Wealth Management, Financial Planning
& Advisory Services with a special focus on private equity. Team Lead/Director
Registered and successfully obtained the Company’s Fund Management License from the Securities and Exchange Commission Ghana.
Registered and got approval to operate two Mutual Funds from the Securities and Exchange Commission Ghana.
Put an Investment Management Team together to run the Company
Increased Funds Under Management to GHS 30million in the first six months of operation of the Fund
Team Lead for the acquisition of two pensions companies in Ghana. Merged the companies and restructured operations
Worked in partnership with Partner Bank to deploy technology for clients deposits and redemptions
Experienced working on Investment Policy Statements for start-ups Other Responsibilities
Day to Day management of Investments in 4 Collective Investment Schemes
Liaising with the Board and Management on developing strategies for the Company
Screening for new ideas and monitoring existing holdings of the company 3
Team Lead for the Management of client’s funds by developing appropriate investment strategies, portfolio construction, and asset allocation, monitoring and reporting.
Ensuring that the company complies with all regulations governing business operation by liaising and working closely with the Board and the Financial Regulatory Bodies.
Preparation of Annual Budgets and presenting to the Board for approval
Responsible for both internal and external communication with stakeholders (Staff, Management, Board, Regulators and the Media)
January 2016 to August 2016 ECOBANK GHANA LIMITED ACCRA, GHANA Senior Relationship Manager – Commercial Banking Department A role that entailed working as the Relationship Manager for Public Sector, Schools and Faith Based organizations within the Commercial Banking Department. Below is a summary of my responsibilities:
Business Development and Deposit Mobilization from Public Sector, Schools and Faith Based Organizations.
Analyzing Client’s Financials and working closely with the Risk Department on credit analysis and funding options available to clients
Cross sold the Bank's products and services, which included cash management, trade finance, digital platforms and foreign exchange instruments
Assisted and actively participated in the structuring and underwriting of new credit transactions
Conducted regular review of customer base to ensure that all accounts were fully compliant with Ecobank and Bank of Ghana’s KYC policies and documentation requirements
Prepared Proposals and Presentation on Investment options available to clients. 4
January 2011 to December 2015 ECOBANK SECURITIES, WEALTH AND ASSET MAANGEMENT ACCRA - GHANA
Senior Business Development Manager – Wealth and Asset Management A role that entailed working as part of the Sales and Investment Management Team within the Investment Management division of Ecobank Transnational Incorporated. Duties included:
Prepared Proposals and Applications to obtain Mutual Fund Licenses (EDC Balanced Fund and EDC Fixed Income Fund)
Reviewed portfolios, conducted analysis and presented wealth plans High Networth Individuals
Prepared Prospectuses, Circulars and Information Memoranda for Companies undertaking Rights Issue, Private Placement and Initial Public Offers
Provided Investment advice and recommendations to Clients
Prepared Business/ Marketing Plan for the Asset Management Team
Collated market (competitor) information/intelligence to bring the company up to speed with new developments in the industry.
Reengineered existing products where needed to make them attractive and provide convenience to clients and prospective clients.
Organized Training and Seminars on Financial Planning January 2008 to December 2010 ECOBANK SECURITIES, WEALTH AND ASSET MANAGEMENT ACCRA - GHANA
Assistant Portfolio Manager Wealth and Asset Management Duties Include:
Performed valuation of the EDC Balanced Fund to determine the Net Asset Value (NAV) per share on daily basis
Performed valuation on Pension and Provident Funds on monthly basis
Prepared Stock Market Reviews and Equity Research reports and industry specific reports
Worked closely with Custodians and Registrars on corporate actions for clients
Designed Customized Portfolio’s for Clients to meet their unique needs
Worked on Investment Policy Statements and Asset Allocations for Client’s Investment Portfolio August 2006 to December 2008 ECOBANK SECURITIES, WEALTH AND ASSET MANAGEMENT Investor Relations Officer - Securities
Worked with the Registrar on creating and distribution of all investor communication.
Served as the First Point of call for all Investor enquires
Management of the Ecobank Transnational Incorporated Shareholder’s Register together with Ghana Commercial Bank Registrars.
Part of the Team that organized all ETI Annual General Meetings across various African Countries for the period under review
Served as a liaison Officer during ETI Annual General Meetings working closely with investors and assisting in processing proxy forms
Worked on cross boarder trades between ETI investors on the Ghana Stock Exchange, Nigerian Stock Exchange and the BRVM (Francophone West Africa Regional Stock Exchange. 6
August 2006 to December 2008 ECOBANK INVESTMENT MANAGER’S LIMITED Customer Service Officer Securities
Gave satisfactory explanations to client’s on products and basic investment advice
Took client’s complaints and relayed it to appropriate officer for needed attention and follows up to make sure feedback is given.
Handled all client correspondence
Acted as the liason between the investment managers and clients
In charge of account opening for investment products. REFEREES
Prof. Anthony Owusu-Ansah Mr. Paul Kofi Mante
Email: firstname.lastname@example.org Email: email@example.com