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.
Achievements:
Achievements:
Achievements:
Achievements:
Achievements:
Financial statement analysis
• 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)
Associate Chartered Accountant
CFA Level 1 Candidate
Associate Chartered Accountant