Oladapo Adekoya FCCA,ACA,ACS

Investment Manager at Bamboo
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Contact Information
us****@****om
(386) 825-5501
Location
Nigeria, NG
Languages
  • Yoruba -
  • French -

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Bio

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Experience

    • Nigeria
    • Financial Services
    • 1 - 100 Employee
    • Investment Manager
      • Apr 2022 - Present

    • Nigeria
    • Banking
    • 700 & Above Employee
    • Team Lead Balancesheet Management
      • Mar 2021 - Mar 2022

    • Nigeria
    • Financial Services
    • 1 - 100 Employee
    • Head Investment Management
      • Nov 2017 - Oct 2020

    • Accounting
    • 700 & Above Employee
    • Senior Reconciliation & Investment Officer
      • Oct 2016 - Nov 2017

    • Reconciliation and Investment Officer
      • Apr 2014 - Oct 2016

      - Reviewed portfolio to ensure compliance measures & investment guidelines are strictly met. - Analysing and appraising all aspects of prospective investment including financial, legal and corporate governance.- Evaluating the investment objectives in terms liquidity needs, financial constraints and targeted return periodically.- Negotiated rates for all for forms of investment on behalf of the firm and recommended investments. - Ensured all accounts are reconciled, review the unidentified differences and post the necessary adjustments while the accounting period is still open. - Building and maintaining strong relationships with clients and investment bankers.- Prepared investment schedule and ensured timely reporting of interest earned Show less

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Investment Analyst 2
      • Sep 2009 - Jul 2010

       Processed Third-party transfers, Transfer into and outwards between different Stock broking firms through Crest and Euroclear  Reconciled and monitored settlement of investment after process investment transfers.  Worked in specialized unit that handled queries and instructions of High net individuals and Trustees (Clients with investment and cash in excess of £100,000).  Corresponding with other Stock broking firms on queries with regards to client instructions  Provided assistance to the probate team with regards disposal of holdings by way of Sales, Re-registering and transfer of stock to other portfolios.  Assisted Clients with regards to opening Individual Savings Account (ISA), Self-Managed Accounts, and Advisory Accounts.  Advised & issued instructions regarding, Do not Deal/Purchase on Clients portfolio as soon as notification of death or Account Closure instruction is received.  Advise Clients or Client representatives regarding nil-value portfolio and or shares that are going through corporate actions. Show less

Education

  • The University of Glasgow
    Master of Finance, International Finance
    2008 - 2009
  • Oxford Brookes University
    B.sc Hons, Applied Accounting
    2010 - 2012
  • University of Lagos
    B.sc Hons, Banking & Finance
    2002 - 2008
  • Chartered Financial Analyst
    Passed CFA level 1, Investments and Securities
    2018 - 2018

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