Frank Bunuma
Head of Investments at Imaan Finance Ltd- Claim this Profile
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Bio
Credentials
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Passed CFA Level 1
CFA InstituteJun, 2019- Nov, 2024 -
Fixed Income Fundamentals Certificate
Corporate Finance Institute®Jan, 2018- Nov, 2024 -
Certified Public Accountant
NBAANov, 2016- Nov, 2024
Experience
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Imaan Finance
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Tanzania
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Financial Services
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1 - 100 Employee
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Head of Investments
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Jan 2023 - Present
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I&M Bank (T) Ltd
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Tanzania
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Banking
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1 - 100 Employee
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Manager, Custodial & Investment Services
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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
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Assistant Manager, Custodial & Investment Services
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May 2018 - Dec 2019
- Assisting clients know where and how to invest in the financial markets and managing their investments.
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Graduate Management Trainee
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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
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HLB International
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United Kingdom
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Accounting
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100 - 200 Employee
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Audit Associate
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Sep 2016 - Dec 2016
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Education
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CFA Institute
Chartered Financial Analyst -
Chartered Institute for Securities & Investment
Global Securities & Investments and the Tanzanian Capital Markets Regulations. -
University of Dar es Salaam
Bachelor of Commerce (B.Com.), Corporate Finance -
Strathmore University
Management Development Program -
Kibaha Boys High School
Advanced Level in Economics, Commerce and Accountancy -
Mara Secondary School
Certificate of Secondary Education, Business Studies