Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Work Availability
Languages
Timeline

Somtochukwu Ugwuoke

sommygeralds@gmail.com
Bristol
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Summary

Accomplished Investment Analyst showcasing expertise in financial statement analysis and investment strategies. Demonstrated ability to enhance investment performance, evidenced by a key role in achieving top ROI rankings. Combines quantitative analysis with exceptional problem-solving skills, effectively communicating complex insights. Successfully led initiatives to improve investment direction, underscoring a commitment to excellence and innovation. Developed expertise in financial analysis and regulatory compliance within professional environment. Skilled in client relations and data management, with focus on maintaining accuracy and efficiency. Seeking to transition into new field where these skills can drive operational excellence and customer-focused outcomes.

Overview

11
11
years of professional experience
5
5
years of post-secondary education
2
2
Certifications

Work History

Interim Pension Administrator

Hartley Pension Limited
Bristol
01.2024 - Current
  • Execute approximately 50 client directives per day with accuracy, in accordance with organisational service protocols.
  • Cultivating robust connections with clients and business facilitators, resulting to a 15% improvement in client satisfaction scores.
  • Disseminating pertinent updates to managers, client and financial intermediaries regarding scheme or benefit related issues ensuring 100% compliance to scheme regulations and ensuring timely resolution of benefit issues
  • Consistently met or exceeded internal KPIs while adhering to client timelines, internal KPIs, service expectations and regulatory compliance.
  • Provided cross functional support for supplementary tasks as necessitated by the department or organisation enhancing team efficiency and organisational success.

Investment Analyst

FCMB Pensions Limited
Abuja
12.2021 - 09.2023
  • Provided timely investment recommendations leading to a 25% increase in portfolio returns through extensive company evaluations and industry research.
  • Reduced risk exposure through diligent monitoring of market trends and economic indicators and balance portfolio diversification, leading to a 15% reduction in portfolio volatility
  • Collaborated with cross-functional teams to identify new opportunities and optimize asset allocation strategies, improving overall portfolio performance.
  • Participated actively in client meetings by presenting insightful findings thereby influencing informed strategic decision-making processes.
  • Performed detailed analysis of company financials to assess investment viability, thereby improving decision making accuracy for buy, sell and hold strategies.

Achievements:

  • I was part of the team that worked towards achieving an impressive ROI ranking among Pension Fund Administrators
  • I played a key role in formulating the Investment Departments strategy and policy documents thereby improving he overall investment direction and performance.
  • I played a key role in the seamless integration of AIICO Pension during FCMB s acquisition.

Investment Analyst

Tangerine APT Pensions Limited
FCT
09.2016 - 11.2021
  • I conducted financial statement analysis and assessed company valuation multiples
  • Boosted investment returns by about 20% by identifying undervalued assets through rigorous valuation analyses.
  • Assisted in maintaining strong relationships with key stakeholders such as brokers, fund managers, and custodians thereby facilitating smooth operations while minimizing counterparty risks.
  • Increased client satisfaction by about 50% through the provision of tailored investment advice and strategies.
  • Reduced risk exposure by about 15% through diligent monitoring of market trends and economic indicators.
  • Provided timely recommendations on buy, hold, or sell actions leading to a 20% increase in portfolio returns, based on extensive company evaluations and industry research.
  • Conducted detailed investment analysis, calculations and reports that guided strategic decision making.
  • Developed comprehensive financial models to support investment decisions for diverse clientele, resulting in improved risk assessment and portfolio optimization.

Achievements:

  • I was part of the team that contributed to achieving top three ROI rankings among PFAs in the year 2016, 2017 and 2019.
  • I developed key templates for portfolio valuation, rights issue evaluation and analysis of fixed income and equity securities.
  • I significantly contributed to the development of the Investment departments strategy document.

Finance Administrator

Project Height Implementation Network Limited
FCT, Abuja
05.2016 - 08.2016
  • Processed the vendor invoices ensuing a 100% on-time payment for all invoices thereby maintaining strong relationships with suppliers and partners.
  • Supported month-end close processes, ensuring accurate and timely submission of financial statements to stakeholders, thereby reducing discrepancies by about 35%.
  • Maintained strict compliance with regulatory requirements, reducing potential risks associated with non-compliance such as penalties or fines.
  • Prepared and posted receipts and deposits to facilitate standard bookkeeping and improve overall organizational process.
  • Ensured timely payment of vendor invoices, maintaining strong relationships with suppliers and partners.

Achievements:

  • I was part of the pioneer team that started the Company.

Assistant Restaurant Manager

Dominos Pizza Inc.
FCT, Abuja
09.2015 - 02.2016
  • Monitored restaurant operations and adjusted schedules to meet peak customer demand thereby reducing peak times by over 10%
  • Implemented staff training programs leading to a 35% improvement in service quality, 100% compliance with food safety standards and consistently exceeded monthly sales goal by a minimum of 10%.
  • Supervised all areas of restaurant to keep it clean and well-maintained. leading to high sanitation audit scores.
  • Oversaw inventory control practices, optimizing stock levels and reducing waste thereby leading in the reduction of variable cost by 5%.

Achievements:

  • I was part of the team that consistently outperformed in the monthly OER evaluation through great team participation.
  • I was instrumental in the increase of customer base by over 60% by conducting regular mobile call backs on walk in customers to gauge their satisfaction with product and service delivery.

Data Analyst Intern

Enugu State Economic Planning Commission
Enugu, Enugu
08.2014 - 07.2015
  • Transformed raw datasets through comprehensive pre-processing activities, including normalization and transformation, improving data accuracy by 20%.
  • Enhanced SQL query efficiency by 5%, thereby augmenting team productivity.
  • Executed data cleaning and validation of spreadsheet to establish a reliable data management framework facilitating precise data analysis by about 10%.
  • Supported management in decision making by delivering clear and succinct reports that showed analytical insights.

Achievements:

  • Through my initiative and recommendation to management, I was instrumental in the establishment of the Internal Process Unit .
  • I conducted computer training for some members of staff of the commission

Education

Master of Science - Finance & Investment

University of The West of England, Bristol
09.2023 - 11.2024
  • CFA Examination Scholarship, (2024) from CFA Institute
  • Student Ambassador, University of the West of England Student Union
  • Dissertation: Company Analysis Report: The Consumer Staple Industry in United Kingdom
  • Degree Awarded with [Honors] in Finance & Investment

Bachelor of Science - Business Management

University of Nigeria Enugu Campus, Nigeria
09.2009 - 07.2013
  • 3.71 GPA
  • Total Merit E & P Scholarship, 2011 from TotalEnergies Marketing Nigeria PLC

Skills

Financial statement analysis

Accomplishments

    • Contributed to achieving an impressive ROI ranking among Pension Fund Administrators (PFAs).

    • Furthermore, I played a key role in formulating the Investment Department's strategy and policy documents, thereby improving the overall investment direction and performance.

    • Played a key role in the seamless integration of AIICO Pension during FCMBs acquisition.

    • I significantly contributed to the development of the Investment departments strategy document

    • Trained and coached 20+ staff members on excellent customer service skills, health and safety standards for exceptional service delivery.

    • Reduced variable cost by 5% through tighter control and inventory waste.

    • Part of the team that consistently outperformed in the monthly OER evaluation through great team participation.

    • Increased customer base by over 60% by consistently conducting mobile call backs on walk-in customers to gauge their satisfaction with the product and service delivery.

    • Consistently exceeded monthly sales goals by a minimum of 10% by training staff on up selling techniques

    • Through my initiative and recommendation to the Management of the Commission, I was instrumental to the establishment of the Internal Process Unit in the Commission

    • I conducted computer training for some members of staff of Enugu State Economic Planning Commission (ESEPC)

Certification

Associate Chartered Accountant

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages

English
Bilingual or Proficient (C2)

Timeline

CFA Level 1 Candidate

01-2025
Interim Pension Administrator - Hartley Pension Limited
01.2024 - Current
University of The West of England - Master of Science, Finance & Investment
09.2023 - 11.2024
Investment Analyst - FCMB Pensions Limited
12.2021 - 09.2023

Associate Chartered Accountant

11-2019
Investment Analyst - Tangerine APT Pensions Limited
09.2016 - 11.2021
Finance Administrator - Project Height Implementation Network Limited
05.2016 - 08.2016
Assistant Restaurant Manager - Dominos Pizza Inc.
09.2015 - 02.2016
Data Analyst Intern - Enugu State Economic Planning Commission
08.2014 - 07.2015
University of Nigeria Enugu Campus - Bachelor of Science, Business Management
09.2009 - 07.2013
Somtochukwu Ugwuokesommygeralds@gmail.com