Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Personal Information
Work Availability
Languages
Work Preference
Interests
Timeline
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CHARLES UKAIWE

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, Nigeria
07.2024

MBA Finance -

University of Lagos
Lagos, Nigeria
09.2016

B.Sc. Industrial Chemistry -

Abia State University
Uturu, Nigeria
09.2001

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 Work

Location Preference

RemoteOn-Site

Important 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 Sharing

Interests

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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CHARLES UKAIWE