ADEDAMOLA ADEKANMBI, ACS
Lagos
Summary
Seeking a position that will utilize my strong quantitative and analytical skills, strong attention to details and personal attributes of enthusiasm and willingness to learn. I desire to help organizations improve their business performance and long-term shareholders value with focus on ethical standard,
Takes on challenging new role harnessing interpersonal skills, collaboration and problem-solving. Driven to deliver high-quality service and consistent results.
Astute Financial Consultant with experience delivering holistic advice to high-value clients. Skilled in identifying business opportunities and offering strategic advice tailored to analysis findings. Builds constructive relationships to maximise retention and grow investment.
Overview
12
12
years of professional experience
1
1
Certification
Work history
Fund Accounting and Back-Office Investment Operations
EDC Fund Management Limited
09.2019
- Responsibilities:
- Asset and Liability Management of various products worth US$120m
- Liquidity Management
- Project Coordination/Supervision
- Fund Accounting and Administration
- Trade settlement on all available platforms (end-to-end)
- Asset Stripping and Alternative Investments such as Repo, Spots and Currencies
- Market Intelligence (Investment Research) and Business Development
- Portfolio Management
- Fixed Income Trading
- Mutual Funds Operations (Monitoring Weighted Average Maturity, Redemption and Subscription of units)
- Customer Service and Investment Operations
- Liaising with the Custodian, Trustees, Registrars and other Counterparties
- Work with the Finance team to prepare Management Accounts and Reports to the Regulators
- Risk Management and Operational Control (Reconciliation and Audit Functions)
Investment Advisor
PAC Asset Management Limited
03.2018 - 09.2019
- Responsibilities:
- Sale of Mutual Funds and other Investment Products
- Day-to-Day analysis of the Financial Market
- Creation of Investment Products that meet Market Demand
- Analyzing the e-Market Space and creation of access to the market
- Coordinates Direct Sales Business
- Building Strategies around Sale of Investment Products
- Portfolio Management
- Relationship Management
- TeleSales/e-Marketing
- Financial Planning and Wealth Management
- Customer Service and Investment Operations
- Execution of Brand and Media Plan for the team
Investment Advisor/Liaison Officer
FBN Capital Asset Management Limited
06.2012 - 02.2018
- Responsibilities:
- Coordinate liability transactions between product owners and the channels team for all structured product (Commercial Papers, Eurobonds and Total Return Notes)
- Coordinate all Treasury bills transactions between the team and the traders
- Coordinate Private Banking and HNI transactions, ensuring compliance with established banking policies and procedures with the operations team
- Regular follow up with back office operations and other product owners
- Coordinate and collate business report for the Private Banking/High Net worth Individuals team, namely, Private Banking periodic audit report, revenue processing and BPM report.
- Regularly update private banking sheet and collate PB/HNI weekly and monthly Report
- Private Banking/Wealth Management Relationship Management
- Engage in market intelligence through surveys, research and brain storming sessions to provide up to date information of Financial Services trends and outlook
- Helping to maximize efficiency and profitability
- Periodic Bank Reconciliation
- Relationship Management
- Sale of Mutual Funds and Other Investment Products
- Ensure correct transaction processing
- Marketing
- Assist Clients in making financial investment decision
- Handling of customers’ enquiries to meet the agreed service standards
- Enforcing Regulatory Compliance within the team
Intern/Transaction Officer
FBN Capital Limited
01.2008 - 02.2009
- Responsibilities:
- Sale of Initial Public Offers and Rights Issues
- Process account opening
- Raising and Posting of Accounting Entries using FINACLE
- Booking of Customers’ Deposits and Liquidation for Wealth Management using FINACLE
- Processing Money market investments for the FBN Heritage Fund, FBN Ivory Fund and Money market line
Education
MBA (Accounting & Finance) -
Ajayi Crowther University
Oyo, Nigeria 06/2016 - 10/2018
HND Accountancy -
Yaba College of Technology
ND Accountancy - undefined
Yaba College of Technology
GCE O’ Levels - undefined
Apata Memorial High School
NGX, Authorised Dealing Clerk - undefined
CIS, Chartered Institute of Stockbrokers - undefined
NYIF, Professional Certificate in Operations and Compliance - undefined
CCMO, The Securities and Exchange Commission - undefined
CWMP, Certified Wealth Manager - undefined
ACCA (U.K), Fundamentals of Professional Accounting, F1-F3 (Completed) - undefined
Skills
- Norbus (Asset Management Application)
- Microsoft Office Suite (Ms Word, Excel and Power Point)
- Finacle (Banking Software)
- Flexcube 12 (Universal Banking Application)
- Calypso (Asset Management Application)
- Fund Fusion (Fund and Liability Management Application)
- Zanibal (Asset/Fund Accounting Software)
- Symbols by Progenics
- Sales techniques
- Attention to Detail
- Business development
- Regulatory compliance
- Financial planning
- Data interpretation
- Complex negotiation
- Financial data analysis
- Customer profiling techniques
- Financial services regulations
- Investment strategies
- Retirement planning strategies
- Consulting methods
- Risk and management consulting
- Corporate restructuring
- Asset Management
- Performance monitoring
- Bloomberg Terminal
- Research and analysis
- Investment planning
- Mutual funds and liabilities
- Stock market understanding
- Mutual funds
- Investment advice
Accomplishments
I was involved in the following notable transactions/events: Ecobank Transnational Incorporation Eurobond Offer – 2021 ECOTRA – Ecobank Eurobond – 2021 PACAM Equity Fund and PACAM Eurobond Fund - 2019 The First Bank Offer Costain Nigeria Plc Offer Honeywell Offer Introduction of the FBN Mutual Funds to the market. Sale of these products to both existing and new clients. Sale of FBN Ivory Income Fund and Ivory Investment Notes Successful migration of the Private Funds to Mutual Funds (N20bn worth of portfolio)
Custom
Commerce and Mathematics Teacher, GDSS Dirbishi, Mubi South L.G.A, Adamawa, 03/2011 - 02/2012
Languages
English
Fluent
Yoruba
Fluent
Affiliations
- Traveling
- Music
- Financial Management
- Human Management
Certification
Authorized Dealing Clerk (ADC)
Associate Chartered Stockbroker (ACS)
SEC Sponsored Individual
Certified Wealth Manager
Timeline
Fund Accounting and Back-Office Investment Operations
EDC Fund Management Limited
09.2019
Investment Advisor
PAC Asset Management Limited
03.2018 - 09.2019
Investment Advisor/Liaison Officer
FBN Capital Asset Management Limited
06.2012 - 02.2018
Intern/Transaction Officer
FBN Capital Limited
01.2008 - 02.2009
MBA (Accounting & Finance) -
Ajayi Crowther University
06/2016 - 10/2018
HND Accountancy -
Yaba College of Technology
ND Accountancy - undefined
Yaba College of Technology
GCE O’ Levels - undefined
Apata Memorial High School
NGX, Authorised Dealing Clerk - undefined
CIS, Chartered Institute of Stockbrokers - undefined
NYIF, Professional Certificate in Operations and Compliance - undefined
CCMO, The Securities and Exchange Commission - undefined
CWMP, Certified Wealth Manager - undefined
ACCA (U.K), Fundamentals of Professional Accounting, F1-F3 (Completed) - undefined
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