Frank Bunuma

Head of Investments at Imaan Finance Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Dar es Salaam, Tanzania, TZ

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Credentials

  • Passed CFA Level 1
    CFA Institute
    Jun, 2019
    - Nov, 2024
  • Fixed Income Fundamentals Certificate
    Corporate Finance Institute®
    Jan, 2018
    - Nov, 2024
  • Certified Public Accountant
    NBAA
    Nov, 2016
    - Nov, 2024

Experience

    • Tanzania
    • Financial Services
    • 1 - 100 Employee
    • Head of Investments
      • Jan 2023 - Present

    • Tanzania
    • Banking
    • 1 - 100 Employee
    • Manager, Custodial & Investment Services
      • Jan 2020 - Jan 2023

      - Developing and driving the Custodial and Investment Services Strategy.- Providing hands-on assistance to investors, assessing their investment needs and providing them with sufficient market information necessary to make well informed decisions on investments in capital markets across the East African region.- Maintaining positive client relationship by focusing on educating the client on investment options available prior to navigating in the capital markets arena.- Delivering of consistent seamless customer service through maintenance of high service standards, relationship management and partnerships for the Custody business (customers, fund managers, brokers, regulators, administrators, stakeholders).- Enforcing of risk excellence and compliance requirements by co-ordinating internal and external audits for the unit, to ensure compliance with regulatory, audit and internal controls.- Maintaining a high level of integrity and ethical standards commensurate with the requirements of market best practice. Show less

    • Assistant Manager, Custodial & Investment Services
      • May 2018 - Dec 2019

      - Assisting clients know where and how to invest in the financial markets and managing their investments.

    • Graduate Management Trainee
      • Dec 2016 - Apr 2018

      - Trained and worked in all departments of the Bank from branch operations (both front and back office), Treasury, Relationship Management, Credit Analysis and Credit Administration, Risk and Compliance, Internal Audit, Trade Finance and Remittance.- Equipped in practical managerial skills in managing people and processes. Designed a project on enhancing stakeholder management (both employees and shareholders). the project was presented to the senior management of the Bank and implemented after 6 months. Show less

    • United Kingdom
    • Accounting
    • 100 - 200 Employee
    • Audit Associate
      • Sep 2016 - Dec 2016

Education

  • CFA Institute
    Chartered Financial Analyst
  • Chartered Institute for Securities & Investment
    Global Securities & Investments and the Tanzanian Capital Markets Regulations.
    2018 - 2018
  • University of Dar es Salaam
    Bachelor of Commerce (B.Com.), Corporate Finance
    2013 - 2016
  • Strathmore University
    Management Development Program
    2017 - 2017
  • Kibaha Boys High School
    Advanced Level in Economics, Commerce and Accountancy
    2011 - 2013
  • Mara Secondary School
    Certificate of Secondary Education, Business Studies
    2007 - 2010

Community

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