A dedicated and highly motivated professional with a proven track record of exceptional performance at individual, team, and organisational levels. I am an experienced Investment Analyst with over 8 years of expertise in optimising company returns and effectively managing investment risks.
- Initiating deals and investments in money market, capital market, and foreign exchange within approved trading limits.
- Conducting research and analysis on current issues to identify relevant and suitable investment opportunities for the Investment Fund portfolio.
- Building and maintaining strategic relationships with key brokerage firms and financial institutions through regular visits and communication.
- Analyzing data to assess current and long-term investment risks and trends.
- Staying updated on local, regional, and global economic developments to evaluate their impact on potential investments.
- Providing advice on asset allocation studies and researching new analytical tools to improve portfolio management capabilities.
- Compiling monthly investment reports for submission to the Investment Manager.
- Collaborating with the Investment Manager, ALCO, EXCO, Board, and other departments to prepare necessary reports.
- Ensuring compliance of asset managers' reports with the Investment Policy and agreements.
- Offering guidance in drafting investment policies.
- Analyze payment transactions
- Process bank payments
- Manage creditors and third-party payments
- Handle cheque distribution and related inquiries
- Address unclaimed funds
- Provide staff training
- Address auditors' queries
- Make internal control recommendations
- Reconcile Creditors Control Accounts
- Manage issued cheques
- Process Journals
- Supervise Bookkeepers
Making Payments to Beneficiaries, Creditors, and Third Parties
- Analyzing payment invoices for transactions
- Generating invoices
- Electronically consolidating invoices
- Compiling payment lists
- Safely storing printed checks
- Preparing bank statements
- Managing the final distribution of checks
- Registering employers and employees
- Receiving and verifying registration forms
- Capturing and updating system information
- Recording and updating employment history
- Receiving and verifying source documents
- Transferring employees from old to new employers
- Providing support services.