Oladapo Adekoya FCCA,ACA,ACS
Investment Manager at Bamboo- Claim this Profile
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Yoruba -
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French -
Topline Score
Bio
Experience
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Bamboo
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Nigeria
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Financial Services
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1 - 100 Employee
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Investment Manager
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Apr 2022 - Present
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UBA Group
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Nigeria
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Banking
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700 & Above Employee
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Team Lead Balancesheet Management
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Mar 2021 - Mar 2022
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FSDH Asset Management
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Nigeria
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Financial Services
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1 - 100 Employee
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Head Investment Management
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Nov 2017 - Oct 2020
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KPMG Nigeria
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Accounting
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700 & Above Employee
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Senior Reconciliation & Investment Officer
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Oct 2016 - Nov 2017
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Reconciliation and Investment Officer
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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
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Barclays
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United Kingdom
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Financial Services
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700 & Above Employee
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Investment Analyst 2
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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
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Education
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The University of Glasgow
Master of Finance, International Finance -
Oxford Brookes University
B.sc Hons, Applied Accounting -
University of Lagos
B.sc Hons, Banking & Finance -
Chartered Financial Analyst
Passed CFA level 1, Investments and Securities