CHARLES UKAIWE
Regina
Summary
Seasoned Investment Manager with over 10 years of extensive expertise in pension fund investments, bank treasury functions, asset allocation, and leading investment teams. Proven track record in driving Assets Under Management (AUM) growth, achieving substantial trading income, and developing investment strategies. Skilled in market analysis, risk management, and stakeholder communication. Adept at optimising asset allocations and enhancing investment performance.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Investment Manager
Leadway Pensure PFA
01.2019 - Current
- Supervised an investment team generating over $100 million in annual revenue, achieving a 23% CAGR
- Delivered investment performance strategy updates to senior management and board members
- Developed and implemented company investment policies, focusing on strategic and tactical asset allocation
- Conducted market analysis to identify investment opportunities and mitigate risks
- Coordinated with internal and external stakeholders to align investment strategies with overall business objectives
- Integrated Business Analytics: Utilized data analytics tools to drive investment decisions and enhance portfolio performance, leading to a 15% increase in return on investment (ROI)
- Performance Metrics Analysis: Developed and monitored KPIs to assess the effectiveness of investment strategies and make data-driven adjustments.
Portfolio Manager
Leadway Pensure PFA
08.2012 - 12.2018
- Executed tactical asset allocation strategies, achieving over N1 billion in trading income
- Managed a diversified portfolio that consistently outperformed benchmark assets
- Assisted in portfolio construction, rebalancing, and optimization to align with investment strategies
- Business Analytics Implementation: Leveraged advanced analytics to forecast market trends and optimize investment portfolios, resulting in a 20% increase in annual returns.
Treasury Officer
Access Bank Plc (Formerly Intercontinental Bank Plc)
07.2006 - 01.2012
- Monitored and managed the bank's liquidity positions, ensuring regulatory compliance
- Analyzed market trends and evaluated investment options, optimizing returns on short-term funds
- Analyzed and provided cash flow forecasts to anticipate liquidity needs and optimize the bank's funding requirements
- Analytical Reporting: Produced detailed financial reports and liquidity forecasts to support strategic decision-making and regulatory compliance.
Education
Senior Management Program -
Lagos Business School (LBS)
Lagos, Nigeria07.2024
MBA Finance -
University of Lagos
Lagos, Nigeria09.2016
B.Sc. Industrial Chemistry -
Abia State University
Uturu, Nigeria09.2001
Skills
- MS Excel
- Portfolio Management
- Risk Management
- Investment Performance
- Teamwork and ethics
- Market knowledge
- Financial Planning & Forecasting Skills
- Collaborate
- Relationship management
- Oral and communication skills
- Research and Development
- Written skills
- Analytical and problem-solving skills
Certification
- Business Analytics, 02/2022
- Chartered Treasury Professional, 09/2020
- ACI Dealing Trading, 07/2013
Accomplishments
- Compounded Annual Growth Rate (CAGR) in AUM: Achieved an impressive 19% CAGR in AUM, demonstrating a consistent ability to grow investment portfolios.
- Top 10 Ranking: Maintained a strong presence among Nigeria’s Pension Fund Administrators (PFAs), consistently delivering exceptional returns and ranking among the top 10 PFAs in fund returns and AUM.
- Cash Management Optimization: Successfully established and executed a cash management policy, resulting in a 30% reduction in idle cash account balances.
Personal Information
Title: INVESTMENT MANAGER
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Advanced (C1)
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteOn-SiteImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingInterests
Reading
Timeline
Investment Manager
Leadway Pensure PFA
01.2019 - Current
Portfolio Manager
Leadway Pensure PFA
08.2012 - 12.2018
Treasury Officer
Access Bank Plc (Formerly Intercontinental Bank Plc)
07.2006 - 01.2012
Senior Management Program -
Lagos Business School (LBS)
MBA Finance -
University of Lagos
B.Sc. Industrial Chemistry -
Abia State University
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