Experience

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  Ayoola Investment Management Limited

  • Lagos, Nigeria

  • Chief Investment Strategist

    • Aug 2021 - Jul 2023
    • Lagos, Nigeria

    Providing investment strategy and financial coaching for private clients. Creating structured products to enhance yields for conventional and ethical portfolios for Asset Management start-ups. Management consulting for businesses. Creation of family offices and Estate plans for HNI/UHNWIsKey Accomplishments Coached SMEs on how to structure their businesses, which ensured improvements in net income by at least 20% Ensured that business operations were set up in line with global best practices for an Asset management Start-up Created investment strategies for Conventional and Halal private clients which beat benchmarks by over 90% in 2021 Created financial plans for clients which increased levels of investments by over 50%

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  TrustBanc Financial Group

  • Lagos, Nigeria

  • Acting Managing Director/Chief Investment Officer, TrustBanc Asset Management Limited

    • Feb 2021 - Jul 2021
    • Lagos, Nigeria

    Providing investment strategy for the group. Creating structured products to enhance yields for conventional and ethical portfolios. To deliver prompt and efficient service, investment management operations was mapped under my purview. I worked directly with the group in the management of over N60 billion in AUM.Key Accomplishments Implemented new sales strategies to grow AUM by over N2 billion in 4 months Restructured all portfolios to meet the liquidity needs of clients by reducing the duration gap of assets and liabilities Built fixed income and equity investment strategies  Created Private Credit Scheme portfolio Ensured that business operations were set up in line with global best practice

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  Sankore Investments

  • Lagos, Nigeria

  • Portfolio Manager- Wealth Management

    • Jun 2018 - Mar 2019
    • Lagos, Nigeria

    Leading team of 3 in developing diversified portfolios to enable increased returns and lower surplus volatility consistent with time horizon, risk tolerance and liquidity needs of clients. Develop and implement Investment Strategy across client portfolios. Assist Wealth Management team with deal origination. Preparation of periodic market and portfolio strategy reports to clients. Management of client portfolios worth over N20 Billion. Key Accomplishments Worked with the Strategy unit to identify key areas of improvement in the organisation. Assisted Wealth Management team inflow N 1.6 Billion Championing investor education to clients

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  First Ally Asset Management Limited

  • Lagos

  • Head, Portfolio Management & Trading

    • Oct 2015 - May 2018
    • Lagos

    Identification of potential investment opportunities.Developing and implementing the portfolio management process and procedural plan. Day-to-day portfolio management and strategy implementation in line with defined portfolio risk parameters. Asset selection, development and implementation of investment portfolios in line with agreed parameters for clients. Determination and management of portfolio risk. Preparation of periodic market and portfolio strategy reports to clients. Fixed income trading for the for the First Ally Capital Group.Key Accomplishments Created various Structured Investment Products for clients. Ensured all managed portfolios consistently beat set benchmarks. Actively conducting research to build investment composites. Successfully set up Fixed income trading desk generating a monthly turnover of over $25 Million.

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  EDC Fund Management Ltd

  • Lagos

  • Operations Officer (Investment & Office Management)

    • Jul 2013 - Sep 2015
    • Lagos

    Dealt all queries on the strategies adaptation and implementation. Monitored regulatory activities to assess developments in monetary policies, and their implication for interest rate trends and the impact on clients’ portfolio. Managed the entire operations of the business from front office operations and back office to ensure operational efficiency. Assisted to grow the funds in a profitable and cost effective manner. Process clients’ requests and queries.Key Accomplishments Capably ensured that portfolios are managed within the agreed guidelines and risk parameters and compliance with anti-money laundering procedures. Developed and implemented investment strategies and asset allocation to meet clients’ objectives. Actively worked with research team to generate investment ideas and resolved dealing-related enquiries by supplying information relating to funds’ portfolios, prices, dealing procedures and markets.

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  Diamond Securities Limited

  • Lagos Nigeria

  • Head, Operations and Compliance

    • Aug 2011 - Mar 2012
    • Lagos Nigeria

    Business Process Reengineering - Regulatory Liaison & ComplianceOperated as a key member of company’s post-sale transition team. Reviewed all company’s operational processes and documented all changes and disseminated to management and staff. Trained staff on new system and addressed issues. Collaborated with the legal department to perform research on key SEC compliance areas.Key Accomplishments Dynamically identified and proposed adjustments to the system in order to drive efficiency. Commenced various projects in order to ensure regulatory and control compliance. Accomplished an in depth review of client’s accounts in order to identify recoverable assets and led the company’s client record update process which contributed to increased client engagement.  Designed and spearheaded the company’s debt recovery process and assisted the company in ensuring compliance with Anti-money laundering procedures and other SEC directives.Brokerage Operations - Business Development & General ManagementManaged a team of 3 (Brokerage Operations)and all other operations of the brokerage division. Aided with the outsourcing of the company’s back office brokerage functions. Administered the day-to-day functions of the brokerage division such as trade postings and reconciliations. Supervised the company’s certificate management system. Organized the team of 4 members (General Management) in order to confirm that the internal operations of the company ran smoothly. Performed business development functions in areas like investment advisory and brokerage.Key Accomplishments Succeeded in key vendor relationships and proposed changes in order to improve the company’s profitability. Led communications and relationship management with the company’s custodians.

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  Afrinvest Limited

  • Lagos

  • Brokerage Relationship Officer

    • Oct 2007 - Jul 2011
    • Lagos

    Account Officer (Brokerage Department) - Reconciliation Unit (Operations Department)Dealt with existing clients’ requests. Organized reconciliation of trade settlements primarily for Custodians and foreign institutions. Cooperated with the Operations Manager to streamline operational workflow.Worked with Fixed income to settle bond trades at the CSCS.Prepared certificates for verification and solving verification issues by liaising with various registrars and CSCS.Key Accomplishments Team up with the Retail Sales Manager and developed sales strategies for effective selling of the firm’s mutual funds and financial services, focusing on Foreign Institutions and Fund Managers. Directed the team on the migration of trade and financial data from Future Shock to Symbols

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  Sister and Twins International Nigeria Ltd

  • Port Harcourt

  • General Manager

    • 2004 - 2007
    • Port Harcourt

    Led a team of 55 staff members and certified adherence to the HSE policy.Prepared bid documents.Identified new ventures and markets in order to diversify the business.Managed Client relations and debt collection.Organized annual sales analysis and forecast.Key Accomplishments Developed new products for special use e.g. Denim diving suits for Sub Sea welding. Initiated sourcing and procurement of high quality raw materials from Asia.

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  National Youth Service Corps

  • Omoku Rivers State

  • Integrated Science Teacher

    • 2003 - 2004
    • Omoku Rivers State

    Taught Integrated Science to JSS1 students.