Eric K. Email & Phone Number

Nairobi County, Kenya

Karen Ward, Nairobi County, Kenya

Karen Ward, Nairobi County, Kenya

Nairobi, Kenya

Nairobi, Kenya

• Presently, I engage my services as a Portfolio Manager where I establish efficient workflow processes, monitor daily productivity and implement modifications to improve the overall effectiveness of personnel and their.
• Overseeing the smooth implementation of Investment Committee recommendations in order to achieve out-performance against agreed benchmarks.
• Evaluating and monitoring portfolio performance to ensure consistency across clients with broadly similar mandates.
• Developing and reviewing investment policy statements for both institutional and individual investors, and thereafter managing client assets in accordance with mandate.
• Providing fund management services to both Institutional and Individual investors.
• Representing the Old Mutual Investment Group in digital media adverts, interviews, and with a wide range of retail, corporate, and industry stakeholders such as the FMA, CMA, RBA, etc.

Nairobi, Kenya

• As a Dealer, I ensured timely execution of all investment actions and strategies therebysaving on time and increasing efficiency.Key Contributions:
• Submitted attractive investment deals for review by our Investment Team, which assessed their relevance in the prevailing market context.
• Bolstered profitable, professional and cordial relationships with all parties involved in the asset management dealings.
• Apprised the Portfolio Managers and the Investment Team of all executed actions and reduced investment risks while increasing the probability of profitability.
• Gathered and disseminated relevant economic and investment markets information to the various stakeholders thereby supporting economic efficiency, sustainable growth and financial stability.

• In this capacity, I aligned policies and procedures aimed at improving company operations and surfacing new revenue streams for the company.Key Contributions:
• Orchestrated the retail strategy by setting up the CashMax product (Cash Management).
• Implemented a securities’ dealing and trading framework that helped the business achieve better portfolio returns and efficiency.
• Developed policies and fully-fledged implementation plans to channel new sales pipelines and ascertain the top performance of the company.
• Steered growth of the private wealth segment through business development and distribution activities, and within one year, the retail segment surpassed KES 1Billion due to this product.

Nairobi, Kenya

• Tasked with Managing the regional (East Africa) investment group with subsidiaries that offered Asset Management and Brokerage services in Uganda and Kenya.Key Contributions:
• Submitted attractive investment deals for review by our Investment Team, which assessed their relevance in the prevailing market context.
• Authorized the timely execution of all investment actions and strategies thereby saving time and increasing efficiency.
• Bolstered profitable, professional and cordial relationships with all parties involved in the asset management dealings.
• Apprised the Portfolio Managers and the Investment Team of all executed actions and reduced investment risks while increasing the probability of profitability.
• Gathered and disseminated relevant economic and investment markets information to the various stakeholders thereby supporting economic efficiency, sustainable growth and financial stability.

Nairobi, Kenya

• Key Contributions:
• Supported management of transaction processes from origination to closing, including engagement with technical and financial advisors in the analysis for such transactions.
• Liaised with other Investments team members as well as colleagues across the organization to streamline the approval process of each transaction hence creating a standardized internal process that saved time and money.
• Analyzed key financial model components (financial analysis, pricing, valuation, capital, and other business decisions models) to evaluate the viability of transactions.
• Undertook research and analysis, including on prospective clients and companies, to identify financial trends and issues to provide a sound basis for investment decisions.
• Conducted financial analysis and risk assessment on project proposals, including developing and interpreting financial models.

Nairobi, Kenya

• Key Contributions:
• Presided over the launch of an industry-changing cash management retail offering and left the firm having widened its investment universe and styles significantly.
• Aligned efficient operational and investment processes that propelled an increase in portfolio returns.
• Oversaw an exponential increase in Cash Management assets from zero to about KES 10 billion.
• Managed an active trading strategy book for both fixed income and equities that generated a profit of KES 38M to the company within a year.
• Provided research support for the equity strategy teams by monitoring and gathering specific fundamental research data on stock recommendations.My Accomplishments:🏆 Served as a key manager for the company, which saw.

Nairobi, Kenya

• During my stint as an Investment Dealer, I surfaced new revenue streams by tapping into the right network of clients and bolstering strategic partnerships with key stakeholders.Key Contributions:
• Developed long-term relationships with clients by defining investment strategies to help achieve financial goals, offering advice and information on various investments to guide them in managing their portfolios.
• Conducted investment orders by buying and selling stocks, bonds, treasury bills, mutual funds and other securities for individual investors, pension fund managers or companies such as banks, trust companies and.
• Monitored clients' investment portfolios and ensured that investment
• transactions were carried out according to industry regulations.

Nairobi, Kenya

• Key Contributions:
• Conducted in-depth analysis and review of all allocated loan accounts while ascertaining that portfolio of accounts stay within agreed limits.
• Displayed sound credit judgement while acting within pre-determined broad policy guidelines.
• Accrued a good understanding of bank Impairment and how to manage/minimize it.

Nairobi, Kenya

Assistant to the inhouse actuary at British American. A programme that included attachment in all departments in the company in the course of the internship.🔹Finance🔹Underwriting (Life and General)🔹Claims🔹General insurance🔹Customer service (Refunds and Surrenders)