Investment Analyst

• Jun 2022 - Present

Investment Analyst

• May 2020 - May 2022

Roles: -Generate financial valuation models for listed and unlisted companies -Generate investment reports for internal and external clients to shape investment decision making -Analyse private debt offerings and recommending them as appropriate to the investment committee -Analysis of offshore investments opportunities for use in developing alternativeinvestment products -Forecast macro-economic variables such as interest rates, inflation and GDP growth -Analyse sovereign and non-sovereign fixed income assets on behalf of the investment team -Conducting weekly, monthly and quarterly meetings with the investment team to review investment actions and guide future investment strategies. Show less

Research Analyst

• May 2017 - Apr 2020

Achievements: • Created financial valuation models for the insurance (Jubilee, Britam& CIC insurance), manufacturing (BAT) and media sectors (Nation Media & WPP ScanGroup) • Provided BUY/SELL/HOLD recommendations for listed stocks to investment clients • Released monthly reports covering key economic events, inflation, interest rate and currency trends for use by management and clients • Held quarterly investment roadshows with fund managers to discuss equities and fixed income investments • Prepared monthly stock recommendations for retail clientele Show less

Intern

• Sep 2015 - May 2016

Key achievements: -Registration and processing of insurance claims -Establishing loss ratios for insurance classes and using the data to generate claims performance reports -Recommending appropriate risk improvement measures to the underwriting department Key achievements: -Registration and processing of insurance claims -Establishing loss ratios for insurance classes and using the data to generate claims performance reports -Recommending appropriate risk improvement measures to the underwriting department