Experience

Cannon Asset Managers

• Financial Services
• 1 - 100 Employee

• Operations Analyst

  • Jan 2022 - Present

  • Perform timely and accurate pricing of unit trust funds on the investment management system. • Create and verify client performance files. • Resolve all portfolios trade settlement issues in a timely manner. • Maintain portfolio accounting and trading systems and interface with all areas of the firm. • Continuously review the portfolio performance and make recommendations on needed improvements. • Perform periodical portfolio evaluations and prepare related reports. • Update and monitor the Investment management system for correctness of investment data. • Perform timely and accurate electronic reconciliation of systems to custodial records. • Prepare monthly and other adhoc portfolio reports and provide a business analysis of the same. • Identify workflow/system improvements and work with line manager to enact change. • Deliver on service level agreements and assist in the general oversight and management of client strategies. • Contribute to continuous innovation through the development, sharing and implementation of new ideas. • Demonstrate exemplary leadership behavior, through personal involvement, commitment and dedication in support of organizational values. • Take ownership for own learning and development. Show less



Cytonn Investments

• Kenya
• Investment Management
• 200 - 300 Employee

• Client Operations Coordinator

  • Jul 2021 - Jan 2022

• Fund Operation Assistant II

  • Jan 2019 - Jul 2021

• Funds Operations Assistant I

  • Aug 2017 - Dec 2018