ADEKANMBI ADEDAMOLA PETER
Lagos,Nigeria
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, develop and apply best practice combining all aspects of business planning and problem solving from ideas to implementation, blending the skills of financial, investment and risk specialists.
Overview
12
12
years of professional experience
Work History
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
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)
Education
CIS -
Chartered Institute of Stockbrokers
12.2023
NYIF -
Professional Certificate in Operations and Compliance
12.2021
CCMO -
The Securities and Exchange Commission
12.2018
MBA (Accounting & Finance) -
Yaba College of Technology
Lagos State, Nigeria10.2018
MBA (Accounting & Finance) -
Yaba College of Technology
Lagos State, Nigeria10.2018
CWMP -
Certified Wealth Manager
06.2014
HND Accountancy -
Yaba College of Technology
Lagos State, Nigeria12.2010
HND Accountancy -
Yaba College of Technology
Lagos State, Nigeria12.2010
ACCA (U.K) -
Fundamentals of Professional Accounting, F1-F3 (Completed)
06.2010
ND Accountancy -
Yaba College of Technology
Lagos State, Nigeria11.2007
ND Accountancy -
Yaba College of Technology
Lagos State, Nigeria11.2007
GCE O’ Levels -
Apata Memorial High School
Isolo, Lagos State, Nigeria07.1999
GCE O’ Levels -
Apata Memorial High School
Isolo, Lagos State, Nigeria07.1999
Ajayi Crowther University
Oyo State, NigeriaAjayi Crowther University
Oyo State, NigeriaSkills
- 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
Accomplishments
- 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)
Activities
Assembly Pastor, Mountain of Fire and Miracles Ministries, Ejigbo Lagos. (Youth Church)
Mandatorynyscprogramme
Commerce and Mathematics Teacher, GDSS Dirbishi, Mubi South L.G.A, Adamawa, 03/2011 - 02/2012
Hobbies and Interests
- Reading
- Teaching
- Listening to Music
Training
- Professional Certificate in Operations and Compliance – New York Institute of Finance
- Portfolio Management Training (FITC)
- Capital Market Operators Workshop (SEC)
- Sales Training (S.M.A.R.T)
- Digital Marketing (Nigeria-British Chamber of Commerce)
- Wealth Management (Leoron)
- Effective Business Communication Course (Tom & Associates)
- Anti-Money Laundering (Governance People SA)
- Insurance Basics (Mutual Benefit Training)
- Customer Service Excellence
- Leadership and Personal Effectiveness (Wright & Co.)
- Sustainability and Sustainable Banking (Thistle Praxis Consulting)
References
Available on request.
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
CIS -
Chartered Institute of Stockbrokers
NYIF -
Professional Certificate in Operations and Compliance
CCMO -
The Securities and Exchange Commission
MBA (Accounting & Finance) -
Yaba College of Technology
MBA (Accounting & Finance) -
Yaba College of Technology
CWMP -
Certified Wealth Manager
HND Accountancy -
Yaba College of Technology
HND Accountancy -
Yaba College of Technology
ACCA (U.K) -
Fundamentals of Professional Accounting, F1-F3 (Completed)
ND Accountancy -
Yaba College of Technology
ND Accountancy -
Yaba College of Technology
GCE O’ Levels -
Apata Memorial High School
GCE O’ Levels -
Apata Memorial High School
Ajayi Crowther University
Ajayi Crowther University