Joseph (Joe) Okello,Fmva
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Joseph (Joe) Okello,Fmva Email & Phone Number

Financial Services Consultant at Abans Investment Managers
Location: Kampala, Central Region, Uganda 7 work roles 9 schools
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Current company
Role
Financial Services Consultant
Location
Kampala, Central Region, Uganda
Company size

Who is Joseph (Joe) Okello,Fmva? Overview

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Quick answer

Joseph (Joe) Okello,Fmva is listed as Financial Services Consultant at Abans Investment Managers, a with 12 employees, based in Kampala, Central Region, Uganda. AeroLeads shows a matched LinkedIn profile for Joseph (Joe) Okello,Fmva.

Joseph (Joe) Okello,Fmva previously worked as Investment Analyst at Jubilee Insurance and Portfolio Officer/ Research Analyst at Icea Lion Uganda. Joseph (Joe) Okello,Fmva holds Cfa Level 2 Exam Candidate, Investments And Securities from Cfa Institute, Usa.

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Email format at Abans Investment Managers

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Abans Investment Managers

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Profile bio

About Joseph (Joe) Okello,Fmva

I am an electrical engineer by profession and also a graduate member of the Uganda Institute of Professional Engineers (UIPE), a candidate in the CFA program, investments, and securities. A tried team leader with strong analytical skills and the ability to make well-thought-out decisions critical for the success of teams and organizations seeking to work in an investment management firm to provide me with a platform to deploy my knowledge, and skills and enable my personal and professional development.As an Engineering graduate, I have a keen sense of the technical aspects of most things which has been compounded by my pursuit of a finance charter as well. I'm currently pursuing the CFA Charter and have already passed my first-level examination.

Listed skills include Leadership, Public Speaking, Team Playrer, Microsoft Powerpoint, and 20 others.

Current workplace

Joseph (Joe) Okello,Fmva's current company

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Abans Investment Managers
Abans Investment Managers
Financial Services Consultant
Kampala, UG
Website
Employees
12
AeroLeads page
7 roles

Joseph (Joe) Okello,Fmva work experience

A career timeline built from the work history available for this profile.

Investment Analyst

Current

Kampala, Central Region, Uganda

Reduce financial risk based on current and forecasted market trends and financial data while monitoring and evaluating portfolio performance. Prepare detailed reports and support senior Management Investment Committee make key strategic investment decisions so clients receive a competitive return on their investments

Dec 2023 - Present

Portfolio Officer/ Research Analyst

Uganda

Selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.

Apr 2022 - Nov 2023

Business/Investment Analyst I

Kampala, Uganda

• Conduct market research and build business cases to support strategic business initiatives, process improvement initiatives, or organizational transformation.• Quantitative and Qualitative analysis of data with the ability to identify and infer key highlights about historic or current performance to establish the indicative future performance of a sector/business.• Analyze potential investments for companies or investors and present findings.• Perform process mapping field visits to each of the selected enterprises.• Monitor and analyse data collected from enterprises.• Able to develop complex excel based financial models and used them to create and implement new modelling and forecasting strategies.• Ability to adaptively write reports communicating key insights, performance, and other key trends for a variety of clients/audiences.• Support business owners during strategic discussions and recommendations for process improvements with the objective of improving business profitability.• Organise and facilitate coaching meetings, to show detailed outcomes, and strategies to be recommended.• Document reports that demonstrate progress and key performance milestones related to the coaching of all the enterprises, improvement in business management, reporting of expected results, and the number of beneficiaries reached.• Leverage strategic thinking and problem-solving skills to inform planning in organisations.• Project management support on current investment and business advisory projects.

Aug 2021 - Jan 2022

Field Support Engineer

Henley Business Park Ntinda

SICPA is the leading global provider of secured identification, traceability and authentication solutions and services. Founded in 1927 and headquartered in Lausanne, Switzerland, SICPA is a privately owned company organized in three global businesses.• Installation, configuration, optimization and maintaining on-site equipment, system servers, application servers.• Providing first level support for technical issues and performing monitoring activities.• Maintaining test environment and coordinating with other field engineers.• Performing user management, incident resolution and routine system administration tasks.• Managing and maintaining servers and data center equipment.• Troubleshooting and resolving I.T issues, testing all new releases and upgrades.

Oct 2019 - Aug 2021

Equity Research Intern (Remote)

Ang Advisors

London Area, United Kingdom

-Conducting industry studies, competitive benchmarking, and fundamental analyses of companies- Analyzing business strategy, industry structure, financial metrics, and other relevant information- Detailed bottom up financial modeling including TAM analysis, revenue segments, financial statements, DCF and multiples based analysis- Compiling and/or presenting qualitative and quantitative analyses and insights

Mar 2021 - Jun 2021

Operations Assistant - Uganda

-Coordinates loading of products through planning and scheduling of trucks for loading in accordance with demand requirement and product availability-Monitor and review effectiveness of operational systems and procedures-Ensure all fleet is compliant to Revenue Authority requirements, UNBS and any other relevant authority.-Ensure proper Depot/Yard operations. Operating loss/gains to be maintained within approved tolerance.-Ensure company’s HSE policies are implemented and complied with in the Depot/Yard.-Ensures minimal downtime of Depots/Yard equipment.-Manage Depot/Yard staff by coaching, appraisal and identification of training needs.

Sep 2018 - Sep 2019
9 education records

Joseph (Joe) Okello,Fmva education

Cfa Level 2 Exam Candidate, Investments And Securities

Cfa Institute, Usa

Am trying to enhance my investment and wealth management skills by enrolling for the Investment management gold standard CFA

Passed Cfa Level 1 Exam, Investments And Securities

Cfa Institute, Usa

Financial Modeling & Valuation Analyst, Accounting And Finance

ALX Financial analyst program, fully sponsored by Mastercard Foundation and other partners.

Finance And Financial Management Services

Mckinsey & Company'S Forward Program Scholar

Designed for young professionals with one to five years of work experience, Forward’s three-level learning journey focuses on practical.

Investment Foundations Certificate By Cfa Institute, Investments And Securities

Cfa Institute

Provide an overview of the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment.

Methvin Construction Software Session

Libertad - Australia & New Zealand

Bachelor Of Science - Bs, Electrical And Electronics Engineering (Hons)

Power Systems, Power Economics and Management, Renewable Energy

Uganda Advanced Certificate Of Education, Physics, Economics, Mathematics, 17/20 Points (Bca)

St. Henry'S College, Kitovu

Uganda Certificate Of Education ( O'Level ), 1

Makerere College School
FAQ

Frequently asked questions about Joseph (Joe) Okello,Fmva

Quick answers generated from the profile data available on this page.

What company does Joseph (Joe) Okello,Fmva work for?

Joseph (Joe) Okello,Fmva works for Abans Investment Managers.

What is Joseph (Joe) Okello,Fmva's role at Abans Investment Managers?

Joseph (Joe) Okello,Fmva is listed as Financial Services Consultant at Abans Investment Managers.

Where is Joseph (Joe) Okello,Fmva based?

Joseph (Joe) Okello,Fmva is based in Kampala, Central Region, Uganda while working with Abans Investment Managers.

What companies has Joseph (Joe) Okello,Fmva worked for?

Joseph (Joe) Okello,Fmva has worked for Abans Investment Managers, Jubilee Insurance, Icea Lion Uganda, Asigma, and Sicpa.

How can I contact Joseph (Joe) Okello,Fmva?

You can use AeroLeads to view verified contact signals for Joseph (Joe) Okello,Fmva at Abans Investment Managers, including work email, phone, and LinkedIn data when available.

What schools did Joseph (Joe) Okello,Fmva attend?

Joseph (Joe) Okello,Fmva holds Cfa Level 2 Exam Candidate, Investments And Securities from Cfa Institute, Usa.

What skills is Joseph (Joe) Okello,Fmva known for?

Joseph (Joe) Okello,Fmva is listed with skills including Leadership, Public Speaking, Team Playrer, Microsoft Powerpoint, Troubleshooting, Arccad, Strategic Planning, and Strategy.

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