P R O F E S S I O N A L P R O F I L E

A Certified professional accountant and investment banker with years of experience in investment banking and portfolio management, risk analysis, financial modeling and forecasting. Am an experienced sales and marketing person capable of wearing different hats in the financial products field. P R O F I L E O F S K I L L S

Human Resources

Management

Client Relations Contract Negotiations

Budget Planning, Cost

control and tax advisory

Sales and marketing

Proposal Development Market Analysis

Stakeholder Management

P R O F E S S I O N A L E X P E R I E N C E

CUSTOMER EXCELLENCE AND RELATIONSHIP MANAGEMENT/Diamond Trust Bank 2021-2022

Customer acquisition and after sale services.

Credit analysis and financing facilitation

Financial analysis and investment advisory

Director & partner Metrics Capital Ltd, Nairobi, Kenya. Investment Advisor

2017 – 2021

Liaise with Legal and Compliance teams on market regulatory risk issues by coordinating risk activities with local legal/compliance/audit efforts and staff.

Liaise with capital markets teams to develop best-in-class investor experience and document investor operational procedures.

Developed fixed investment strategies and tactics to maximize portfolio returns and minimize risk.

Build and lead a portfolio of metrics to measure service health to enable visibility of progress towards performance targets by acting upon opportunities to enhance team processes and practices.

Identify and mitigate risks by collaborating with senior partners to develop a strategy to create diversified portfolios, maximizing return on investments.

Provide a comprehensive analysis of the current market and client needs, resulting in 50% return on investment in the first year.

Coordinating and communicating with client contacts as required to gather information to complete their tax returns.

Demonstrated understanding of the taxation of portfolio investments, fund investors, and international and multi-state tax risks facing private equity funds. Financial Advisor NIC Securities limited, Nairobi, KE 2015 - 2016

Identifying client needs and recommending customized investment strategies based on the information provided.

Advising clients on their portfolios' tax implications, thus increasing their returns on investment. K

K

KABURIA KIOGORA MICHAEL, (CPA K)

N a i r o b i, K E ( 2 5 4 ) 7 2 2 9 2 2 9 0 4 m i c h a e l k i o g o r a @ g m a i l . c o m

Aiding clients in portfolio optimization by researching, comparing and recommending investment strategies to achieve their goals.

Guiding clients on purchasing large blocks of company stocks, increasing the total value of their portfolio through market survey and intelligence.

Increasing client assets under management to achieve returns on investment.

Researching on investment risks and performing vulnerability assessments by monitoring recommendations and report metrics to ensure investors make risk-based decisions. Portfolio Manager, Investment and Wealth Management Dyer & Blair Investment Bank, Nairobi, KE 2005 – 2015

Trading equity shares at the Nairobi securities exchange.

Acquisition and securing new customers through improved customer service relationship.

Creating wealth management programs for clients to mitigate their risk exposure.

Execution of trades, ensuring accuracy, speed, and professionalism in all interactions with clients.

Provision of daily financial analysis on the status of the market by performing an in-depth analysis of investment opportunities.

E D U C A T I O N & C E R T I F I C A T I O N

Master of Economics in Policy Development & Management Kenyatta University, Nairobi, Kenya In Progress

Bachelor of Arts, Economics

University of Nairobi, Kenya

Chartered Institute of Securities & Investments

Certified Public Accountants of Kenya - (CPA K)

R E F E R E E S

1.Makopa Mwasaria(C.FA.)

Director and Head of Business development-Synesis Capital limited Email: adyd0k@r.postjobfree.com

Cell: (254-*********

2.Samuel Gichohi

Head of Business Development

NCBA Capital Limited

Email: adyd0k@r.postjobfree.com

Cell: (254-*********

3.Lydia Ngarama

Branch Manager

Diamond Trust Bank limited

Email:adyd0k@r.postjobfree.com

Cell:072*******

K KABURIA KIOGORA MICHAEL, (CPAK)

N a i r o b i, K E ( 2 5 4 ) 7 2 2 9 2 2 9 0 4 m i c h a e l k i o g o r a @ g m a i l . c o m

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