PERSONAL PROFILE
DATE OF BIRTH: 28th March 1983
SEX: Male
NATIONALITY: Kenyan
MARITAL STATUS: Single
LANGUAGES: English, Swahili
CURRENT EMPLOYER: German Investment and Development Company (DEG)
POSITION: Junior Investment Manager
CAREER VISION
To utilize the resources within my reach as I perfect my Finance, Research and Investment Analysis skills in due preparation as a leading, competent, efficient, reliable and results driven Fund Manager.
PROFESSIONAL AND ACADEMIC QUALIFICATIONS
? Chartered Financial Analyst (CFA) qualifications, June 2011 level 2 Candidate
? Certified Securities and Investment Analyst (CSIA) (Best student in International Finance, December 2009 sitting)
? C.P.A (Certified Public Accountant), Strathmore University.
? Bachelor of Business Administration, Finance option, Honors.
PROFESSIONAL MEMBERSHIP AND ASSOCIATIONS
? East African Society of Investment Professionals, Affiliate Member.
? Kenya Institute of Management, Associate Member.
? Institute of Certified Public Accountants of Kenya (ICPAK), Member.
KEY SKILLS AND ABILITIES
? Demonstrated understanding and ability to undertake Financial & Investment analysis and Management
? Proficiency in Cymap Asset Management and ATS (Automated Trading System) systems.
? Working knowledge of Reuters 3000Xtra & Reuters Knowledge research and investment software.
? Good understanding of the Financial Markets, Capital Markets and Economic environments.
? Demonstrated leadership, initiatives, highly tenacious and motivated.
PROFESSIONAL EXPERIENCE
GERMAN INVESTMENT and DEVELOPMENT COMPANY (DEG) - Sept. 2010 onwards
Position: Junior Investment Manager
Duties: Origination of suitable private sector projects and companies for long term financing and equity investments, and for technical assistance programmes (TA) such as private public partnerships (PPP);
Financial analysis of potential clients and projects to include the analysis of financial data, conducting pre-due diligence; Drafting of internal approval papers (clearance in principle) and Letters of Intent (LOI) documents in coordination with the Regional director; Evaluation and assessment of country specific macro-economic data; Supporting, participating and/or co-ordination of due diligence trips to provide in-country knowledge for sector experts from headquarters; Support the investment business through research on potential clients and markets; organizing workshops and meetings to enhance networking and information sharing.
MADISION ASSETS MANAGEMENT SERVICES - Jan. 2009 - August 2010
Position: Financial Analyst
Duties: Undertaking Investment & Portfolio analysis and valuations including financial modeling and providing Investment recommendations; Developing Investment strategies; Preparing house view reports; Monitor implementation of Investment decisions (Dealing); Aid in Portfolio Management; Monitoring local and global economic & investment markets and preparing relevant reports;Creating and maintaining upto date Investments data base; Recruit & train Research Intern; Implementing the Asset management System in liaison with the System developer; Supporting the GM in achievement of overall business objectives; Preparing & presenting Investment performance to clients.
DISCOUNT SECURITIES LIMITED (DSL) - Nov.2006 - Dec. 2008
Position: Research and Portfolio Manager;
Duties: Stock valuations using such tools as DCF, DDM, Qualitative analysis; Fundamental and Technical Analysis on selected listed Companies and sectors of interest; Analyzing, Preparing and disseminating Daily, Weekly and Monthly stock market reports; Liaising with other departments and advising them on the best buys &sells; Clients-need-based Portfolio creation and management; Heading and coordinating Research dept; Content management of the firms' website; Coordinating staff training on stocks, stock brokerage issues and general investments.
Position: Dealer (Acting Assistant Manager for Dealing, for 2 months)
Duties: Market making and advising on block trading of shares; Receiving and executing client specific orders; Strategizing on turnover maximization on a daily basis; Liaising with Dealer colleagues for timely stock market happenings update and reporting.
Achievements:
Demonstrated eloquence and good understanding of the Stock market, Investments and Economic environment via regular regional update interview on CNBC TV & K24 Channels.
Successfully completing NSE ATS (Automated Trading System) Certification to become a Dealer.
Successfully spearheading and coordinating a partnership deal worth over kshs.5m with a SACCO Bank.
Successfully coordinating, setting and implementing DSL regional staff training to improve on service delivery, and enhance knowledge on the stock market and products offered.
FINFREE CPA TUTORIAL CENTRE, MASENO (September 2006-March 2007)
Was a Tutor in Auditing, a subject in CPA (Certified Public Accounts), examined by KASNEB.
Achievements: Pass rate of 80% of the students I taught and enhanced my Interpersonal skills.
KIAMBU TEA GROWERS SACCO LIMITED
Duties: Working under the Chief Accountant-
Preparing Quarterly SACCO financial reports,
Reconciling Branch and Head office Accounts and Preparing Monthly Controls
Worked in the Customer Relations, Savings & Loans Department and Under the Chief Cashier.
ACADEMIC AND PROFFESSIONAL BACKGROUND
YEAR INSTITUTION QUALIFICATION
2009 onwards Private Chartered Financial Analyst, June 2011 Level 2 Candidate
June 2007- Dec. 2009 Private Certified Securities and Investment Analyst (CSIA)
2003- 2007 Maseno University Bachelor of Business Administration
(Finance Option)
June 2002-Dec. 2005 Strathmore University Certified Public Accountant (CPA)
School of Accountancy Finalist
1998-2001 Nyahururu High School Kenya Certificate of Secondary Education
(K.C.S.E) B+ (plus)
1989-1997 St. Paul's Academy Kenya Certificate of Primary Education
(K.C.P.E) A (570/700 marks)
ACADEMIC HONOURS
Maseno University 2nd class Honors, Upper Division.
Strathmore University Best Overall Student CPA Section 1(June 2002-Dec. 2002).
Nyahururu High School Best student in Geography (year 2001).
SEMINARS, WORKSHOPS AND PROFESSIONAL TRAINING ATTENDED
? Reuters investment research software training Reuters Academy
? ATS (Automated Trading System) Certification Nairobi Stock Exchange.
? Training on Asset Management & Unit Trusts Old Mutual Asset Managers.
? Training on Asset Management & Unit Trusts British American Asset Managers.
? Practical aspects on Taxation Kenya Revenue Authority, Kisumu.
? Business Seminar Maseno University Association of Business Students (MUABS).
? Accountancy Seminar Strathmore University School of Accountancy.
EXTRA MURAL RESPONSIBILITES
OUTSIDE UNIVERSITY
BALD-EAGLE INVESTMENT GROUP (B.I.G)
I am the transitional Chairman (from MEBA) to B.I.G, getting it registered and facilitating its transformation to an Investment Company from an Association of 12-like minded friends.
HUMAN LIFE INTERNATIONAL, KENYA
Feb.2006-March 2007- National Chairman in charge of all Universities &Colleges in Kenya
May 2005- Feb.2006 -Regional Coordinator (Moi, Egerton &Maseno Universities)
The movement advocates for Promoting, Protecting and Defending Human Life from the moment of conception until Natural death.
Achievements: Successfully organized an annual 3-day conference for all the Universities & Colleges
(In Kenya).
Participated in its Annual Conference (2007&2010) by presenting a paper on Strategic Thinking, Planning & Leadership.
UNIVERSITY LEVEL
Maseno Equatorial Business Association (MEBA)
With two other friends we facilitated for the formation of the Investment Club, comprising of 12 students. We also liaised with Corporate Firms and engaged in Charitable Activities.
Responsibilities: Served as Efficiency Monitoring Officer charged with Standards, Quality
Control and continuous Standards and Performance Review.
Served as the Founding Chairman and Director, Corporate & Public Relations
Achievements: Steering it into a strong Investment Club as the founding Chairman.
Successfully organizing for a 2-day Corporate visit to Old Mutual Asset Managers and British American Asset Managers.
Spearheaded a deal in which Discount Securities Limited (Kisumu Branch) took the club on interim basis as their marketing team.
IMCS (International Movement of Catholic Students)
The movement propagates for Peace and Peace Building Efforts in the institutions of Higher Learning through Dialogue and Active Non-Violence.
Responsibilities: Jan.2005-April 2005- Vice Chairperson, Maseno University Chapter
Sept.2003-Dec 2004- Publicity Director, Maseno University Chapter
PERSONAL INTERESTS
? Active and keen follower of the Economic, Capital Market Operations and General Investment Analysis.
? Playing chess.
? Traveling, Hiking and Nature Trails.
? Listening to Country and R&B Music.
REFEREES
Mr. Joshua Njiru, CFA Prof. Raphael Wanjohi,
General Manager, Director Human Life International (Kenya),
Madison Asset Management Services Ltd, P.O Box 311-10100,
P.O. Box 20092 - 00100 Nyeri.
Nairobi. Cell Phone: 254 722 820 464
Cell Phone: 254 722 656 527 E-mail:
Email:
Mr. Patrick Ojera,
Head of Economics and Business Department, Maseno University,
P. O Box Private Bag,
Maseno.
Cell Phone: 254 722 330 847
E-mail:
**Here is a piece I have written about life;**
**Let's just don't be random**
These days there is a mass movement of spontaneity and random living. It's normally termed as fun and carefree but if you ask me it's retarded and careless. I am not one to judge because I've had my fair share of "fun" and i have my own sizable list of random rendezvous. So my words are aimed at everyone, no one and anyone who thinks this post makes sense.
To err is human, but to do so, on purpose is on an own level of misjudgment or complete lack of sense. There are instances where normal cognitive functions are impaired. Times when the mind is intoxicated, short circuited or infiltrated by blinding sensations referred to as love (or rather lust). Or the impulses created by misguided beliefs and allegiances to groups (cults) or associations (more cults). Other people just suffer from selective amnesia and conveniently forget the countless times they swore not to jump off a cliff without the bungee rope. Who is to blame then when they crash down and break a bone or three?
I have a theory. Self criticism after doing unwise things is usually more hurtful and harder than hearing it from others. Some people can't bear the level of frankness needed for self reflection so they choose the easy way out. People condition their minds to forget their past mistakes and slipups. In shorter terms, let's call it escapism. Why bring things into scrutiny while you could just keep them in the closet? If you enjoy constant regret and trouble, be my guest. The path to self improvement is narrow but fulfilling.
We've been conditioned to work hard in life. Well, how about redirecting that energy from a tedious unfruitful education system to our own lives. Think about it.
## Area of Expertise
1. sports and entertainment
2. creative writing
3. agribusiness
4. i like to talk about life and trends of our lifes
5. market survey and research
