Summary
Overview
Work history
Education
Skills
Certification
Custom
Affiliations
Work availability
Timeline
BusinessAnalyst
OGUNWALE OLUSHOLA LUKMAN

OGUNWALE OLUSHOLA LUKMAN

Manchester,Nigeria

Summary

An astute business and Financial & Investment Manager bringing 18 years of expertise in Financial/Pensions Industry. Effectively manages assignments and team members. Dedicated to self-development to provide expectation-exceeding service. Highly proactive and result driven and always willing to learn in challenging environments.

Overview

27
27
years of professional experience
1
1
Certification

Work history

Business Analyst

C & S Recruitment Ltd
Glasgow
12.2023 - Current
  • Worked closely with key business units to gather, analyze, and document business requirements
  • Translated these requirements into functional and technical specifications that aided the ERP implementation
  • Maintained comprehensive project documentation and ensured up-to-date documentation accessible to project stakeholders
  • Supported the development of a business case for the ERP replacement program
  • Defined and executed test plans and test cases to validate the ERP system meets business requirements
  • Identified and tracked issues, resolved them by working with the technical team, and engaged with internal and external stakeholders.

Lead Financial Analyst

Contragate Integrated
Abuja
02.2022 - 12.2023
  • Developed and delivered high-value analytical frameworks and tools
  • Conducted presentations to all levels of management regarding financial results and trends
  • Worked closely with key business units to gather, analyze, and document business requirements
  • Translated these requirements into functional and technical specifications that aided the ERP implementation
  • Defined and executed test plans and test cases to validate the ERP system meets business requirements.

Chief Investment Officer

IEI-Anchor Pension Managers Ltd
Garki
07.2016 - 01.2022
  • Implemented management investment strategic plans/policies
  • Analyzed research information to suit portfolio investment objectives
  • Selected the best investment options and analyzed expected returns
  • Supervised overall investment activities, including fixed income and equities trading, real estate investment trusts scheme, and infrastructure bonds
  • Tracked investment opportunities and maximized returns.

Risk Manager

IEI-Anchor Pension Managers Ltd
Garki
03.2015 - 06.2016
  • Devised a risk management strategy in alignment with the Global Risk Strategy
  • Monitored management and market oversight and controlled the corporate culture
  • Undertook risk assessment and established a risk management system
  • Conducted audits of policy and compliance
  • Acted as an advisor to the organization to align tasks with risk management objectives.

Portfolio Manager

IEI-Anchor Pension Managers Ltd
Garki
01.2012 - 02.2015
  • Implemented management investment strategic plans/policies
  • Analyzed research information to suit portfolio investment objectives
  • Selected the best investment options and analyzed expected returns
  • Tracked investment opportunities and maximized returns
  • Recommended chosen options and conducted due diligence and appraisal of counter-parties
  • Managed funds and evaluated fund performance.

Securities Analyst

Penman Pensions Ltd
Abuja
01.2007 - 12.2011
  • Conducted research on equities and bonds
  • Analyzed investment options for optimal decision-making
  • Tracked investment opportunities and maximized returns
  • Managed funds and portfolios.

Credit Risk Analyst

Code Savings & Loans Limited
Garki
01.2004 - 12.2006
  • Analyzed and appraised credit requests
  • Managed customers' accounts and inventory systems
  • Supervised cash transactions and prepared cash proof
  • Managed the office impress system
  • Conducted marketing activities.

Research Analyst

Code Trust & Investment Co. Ltd
Marina
01.2003 - 12.2003
  • Conducted research on equities, bonds, and derivatives
  • Collated stock prices and performed stock analysis
  • Advised clients on the best investment options.

Finance Officer

Briantricy Investments Limited
01.1997 - 01.1998
  • Performed internal account proof, posted salary schedules, prepared monthly payroll, ensured timely processing of transactions, and managed the office's cash flow.

Education

MBA (Finance) -

Nassarawa State University Keffi

B.Sc (Hons) Economics - undefined

University of Ilorin, Ilorin

Skills

  • Word processing
  • Microsoft office
  • Google Docs
  • Microsoft OneNote
  • Moneytor (PFA Investment Software)
  • PenMoney (PFA Investment Software)
  • Sybase/Fund Fusion (PFA Investment Software)
  • Adent (Mortgage Banking/Stock broking Software)
  • Financial Analysis Software /Management tool

Certification

  • Certified Management Consultant, 03/01/22
  • Chartered Financial & Investment Analyst, Nigeria, 07/01/18
  • Associate- Association of Investment Analyst & Portfolio Managers (AIAPM), 12/01/17
  • Senior Associate - Institute for Governance, Risk Management & Compliance Professionals (SGRCP), 2015

Custom

Available on request

Affiliations

  • Reading, Swimming and Watching Football

Work availability

Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
morning
afternoon
evening
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Timeline

Business Analyst

C & S Recruitment Ltd
12.2023 - Current

Lead Financial Analyst

Contragate Integrated
02.2022 - 12.2023

Chief Investment Officer

IEI-Anchor Pension Managers Ltd
07.2016 - 01.2022

Risk Manager

IEI-Anchor Pension Managers Ltd
03.2015 - 06.2016

Portfolio Manager

IEI-Anchor Pension Managers Ltd
01.2012 - 02.2015

Securities Analyst

Penman Pensions Ltd
01.2007 - 12.2011

Credit Risk Analyst

Code Savings & Loans Limited
01.2004 - 12.2006

Research Analyst

Code Trust & Investment Co. Ltd
01.2003 - 12.2003

Finance Officer

Briantricy Investments Limited
01.1997 - 01.1998

MBA (Finance) -

Nassarawa State University Keffi

B.Sc (Hons) Economics - undefined

University of Ilorin, Ilorin
OGUNWALE OLUSHOLA LUKMAN