IJEH IWEGBU ACS,ACSI,CRM.

Contact Address: *, ******* ******, *******, ******, Lagos State.

Tel: 080********

Email: adnyzk@r.postjobfree.com

I am an experienced Securities Trader (Equity and Fixed income), Asset Manager, Financial Planner, Treasury Manager, Investment Manager and Risk Analyst, with a demonstrated history of working in the Investment banking industry. Skilled in Credit analysis, Sales, Wealth Management, Portfolio/Fund Management, Securities Trading and Financial Risk Management. I am a Certified Risk Manager. A trained and Strong Finance, Risk and Investment professional with focus in FINANCE AND INVESTMENT.

I am a member of Chartered Institute of Stockbrokers, Chartered Institute for Securities and Investment (CISI) UK and Risk Management Association of Nigeria (RIMAN).

PROFESSIONAL QUALIFICATION

Chartered Institute for Securities and Investment (CISI) UK.

Associate Member Chartered Institute for Securities and Investment (CISI) UK.

Associate Member Chartered Institute of Stockbrokers (ACS).

Nigerian Stock Exchange Authorized Dealing Clerk

Registered with SEC as a securities Dealer (Broker/Dealer)

FMDQ (Specialist Dealer)

Dealer Lagos Commodities and Futures Exchange (LCFE)

Associate Member Risk Managers Association of Nigeria (RIMAN)

Certified Risk Manager (CRM)

OTHER EDUCATIONAL QUALIFICATIONS

Ahmadu Bello University, Zaria

B.sc Business Administration 2002

Mixed Secondary School, Abavo

Senior School Certificate 1995

Ahmadu Bello University, Zaria

MBA Finance and Investment Management (in view)

TRAINING AND DEVELOPMENT:

INTERNATIONAL MONETARY FUND (IMF)

FINANCIAL MARKET ANALYSIS (FMA) - 2020

A course of study offered by IMFx an online learning initiative of the International Monetary Fund

CHARTERED INSTITUTE OF STOCKBROKERS (CIS)

CONTINUING PROFESSIONAL DEVELOPMENT (CPD) PROGRAMME.

TRAINING ON FUNDAMENTALS OF BOND TRADING AND OTHER FIXED INCOME MARKETS - 2013.

TRAINING ON AUCTIONS, TRADING AND SETTLEMENT OF DEBT INSTRUMENTS IN NIGERIA - 2016

Organized by The Debt Management Office (DMO), Stanbic IBTC Stockbrokers Limited (SISL) and The Nigerian Stock Exchange (NSE).

NIGERIAN STOCK EXCHANGE.

1.CONTINUOUS PROFESSIONAL DEVELOPMENT TRAINING FOR AUTHORIZED DEALING CLERKS – 2014

Equity Trading and Management.

2.TRAINING ON HOW TO DEVELOP AND IMPLEMENT A RISK BASED COMPLIANCE MONITORING PROGRAM – 2015.

BUSINESS RECOVERY AND INSOLVENCY PRACTITIONERS ASSOCIATION OF NIGERIA (BRIPAN/PUNUKA).

“TRAINING ON BUSINESS COMBINATIONS, THE WAY FORWARD TO REGULATORY REFORMS IN THE CAPITAL MARKET”- 2014.

OTHER TRAINING AND DEVELOPMENT

Securities Trading (Fixed income and Equity)

Wealth Management

Financial Modelling

Financial Market Analysis

Market Research, Evaluation and Analysis

Equity valuation and analysis

Fixed income Valuation and analysis

Risk Management.

Investment and fund management.

Corporate financial management.

Financial statement analysis and interpretation.

Portfolio and risk management.

Business/company valuation techniques.

Bond price analysis and yield measurement.

Corporate and project financing options

Financial risk management

Investment analysis

WORKING AND PROFESSIONAL EXPERIENCE

Cowry Asset Management Ltd

(Member of the Nigerian Stock Exchange)

Victoria Island, Lagos.

Head, Group Treasury Operations and Investment Management. 2014 – Date

-RESPONSIBILITIES.

-Develops and implements investment strategies for the company

-Develop and implement the Enterprise-wide Risk Management Framework and policies for the management of market risk, operational risk, credit risk, liquidity risk and compliance risks.

-Daily Treasury monitoring and management

-Develop and implement asset allocation strategies

-Primarily responsible for creating and managing investment allocations for the company and private clients.

-Determines a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations and market conditions.

-Settlement of trades.

-Supervise movement of funds and ensure that all trades settle

-Maintaining client relationships.

Securities Trading and analysis (Equities and Fixed Income).

Risk Management and Control

Investments and Treasury Management

Fund/Liquidity Management

Head of operations

Supervise and co-ordinate the Stockbroking unit of the group.

Ensure all regulatory requirements on KYC are complied with at the point of opening of account – sign off on accounts.

Review and sign off on inter-member transfers.

Loan packaging and review

Portfolio Management.

Member of Investment Committee.

Relate with regulators

Conducts a pre-inspection conference in readiness for NSE, FMDQ, LCFE and SEC annual inspection to ensure the proper documentations are in place and available.

Fixed income valuation and Analysis.

Equity Valuation and Analysis.

Hedge Securities and Investments Company Ltd.

(Member of the Nigerian Stock Exchange)

Marina, Lagos.

Securities Dealer/Portfolio Manager. 2010 - 2014

-RESPONSIBILITIES.

Securities Trading (Equities and Fixed income).

Investment/Fund management.

Analyzing and interpreting the market.

Equity valuation and analysis.

Member research and investment committee.

Advising clients on investment options.

Fixed Income (Bond) price analysis and yield measurement.

Portfolio management.

Risk management.

Agbu Petroleum Ltd.

Warri, Delta State.

Finance Manager. 2004 – 2010

-RESPONSIBILITIES.

Help decide on the specific investment to be made, and the alternative sources and forms of fund to finance the investment.

Analyze and interpret financial statements and accounts.

Annual financial projections.

Evaluating financing options.

Internal control evaluation.

Managing sources of finance.

Approving payments and vouchers.

Helping with strategic decisions.

Preparing annual report.

Monthly budgeting.

Institute of Stenography

Enugu State

Instructor (Accounts and Business Method) NYSC 2002 – 2003

PROFESSIONAL SKILLS ACQUIRED

Investments and securities analysis

Fixed Income Trading and Analysis

Fixed Income Management

Financial Planning

Market Research, Evaluation and Analysis

Wealth Management

Portfolio Management

Fund Management

Risk Management

Investment Management

Equity Trading.

Marketing skills, Analytical skill, driving skills, leadership skills, ability to learn very fast, computer skills and financial management skills.

HOBBIES

Playing and watching football.

Travelling and listening to inspirational music

Listening to motivational speech.

Reading motivational books

PERSONAL DATA:

Sex: Male

LGA: Ika south LGA

State: Delta State

Nationality: Nigeria

REFEREES

Mr. Nentok Gomwalk

Chief Financial Officer

Comercio Partners Ltd

Lekki Phase 1, Lagos.

E-mail : adnyzk@r.postjobfree.com

Dr. Monday Irubor.

Delta State University Teaching Hospital,

Oghara, Delta State.

Mr. Ekoyata Higgins

Premium Capital and Stockbrokers Ltd, Lagos.

E-mail : adnyzk@r.postjobfree.com

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