Reading
ERIDIONG EKPO
PORTFOLIO MANAGER
Oshodi-Isolo
Summary
Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues. Veteran Portfolio Manager bringing 14 years of experience and remarkable track record in investment management industry. Successful at creating and managing strategic policies, overseeing trades and checking security processes. Articulate and persuasive communicator, presenter and negotiator with courteous and relationship-focused mentality. Dedicated to applying excellent decision-making skills and sound judgment toward making positive impact on business operations.
Overview
16
16
years of professional experience
3
3
Certifications
Work History
Fund Manager
Futureview Financial Services Limited
Lagos
07.2022 - Current
- Conduct market research, evaluate and analyze various investment instruments
- Recommend investment entry & exit benchmarks for investments undertaken
- Managed funds within set investment guidelines, policies, and risk
- Analyze portfolio returns and attribution
- Up-to-date monitoring of economic trends and indicators for prompt investment decision
- Portfolio rebalance in line with agreed processes and procedures
- Establish Investment strategies, asset selection and allocation
- Provide investment and financial management advice to clients and to other financial professionals
- Maintain records and documentation related to investments and transactions
- Weigh the risks and benefits of each transaction to determine whether they fit into the fund’s strategies and deliver value to clients
- Develop and make presentations to select Fund sponsors
- Any other duties as may be assigned by the management.
- Developed or implemented fund investment policies or strategies.
- Investigated market changes and devised approaches to take advantage of emerging opportunities.
- Managed investment funds to maximize return on client investments.
- Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans.
- Consulted with potential investors to assess objectives and discuss optimal strategies.
Portfolio Manager
Oak Pensions Limited
Yaba
11.2019 - 06.2022
- Identify prospective investment instruments and prepare investment proposal as the need arises
- Construct Investment portfolio in line with National Pension Commission guidelines
- Undertake equity trading in order to ensure that set goals and targets are continuously met
- Quarterly reports on micro and macro-economic trends, market projections and strategies for investment
- Recommend on portfolio allocation and projected returns across asset classes and across funds
- Produce monthly investment write ups/commentaries of asset portfolio on funds
- Carry out strategic market research to determine where and how to invest company’s fund
- Accurate reporting of market performance in line with company’s return objectives
- Quarterly review of investment portfolio
- Monitoring of stocks movements
- Analyze financial information to produce forecasts of business, industry, and economic conditions in order to make informed investment decisions
- Accurate reporting of market performance in line with company’s return objectives
- Collating and processing market intelligence report in order to make recommendations to management for approval
- Any other duties as may be assigned by the management.
Head
Oak Pensions Limited
Yaba
09.2017 - 11.2019
- Review of daily movements of funds from allocation to investment (processed) and reconciliation (unprocessed) accounts
- Responsible for weekly and monthly reconciliations between the custodian’s portfolio and in-house valuation reports in all managed funds
- Reconciliation of state/private accounts
- Examine root causes of accounting discrepancies and provide corrective actions
- Prepare daily bank and cash reconciliations reports
- Prepare monthly reconciliation report for PENCOM
- Weekly reconciliation of fund movements/transactions initiated by operations department in the relevant accounts in activity report and present same to management
- Prepare Unitization Schedule and CSCS Reconciliation
- Verify and treat request for refund of wrongly remitted pension contributions by Employers
- (State, FGN and Private)
- Resolve no PIN issues
- Prepare daily/quarterly report on received and reconciled contributions
- Weekly reduction of all residues and full payments on Autolas
- Follow up with Fund account and PFC to ensure that all instructions for fund transfer are effected within specified time
- Compile no PINs with their Autolas narration and forward to marketers.
- Processed both cash and card purchases and returns.
- Mentored new team members on sales software system operation.
Fund Account Officer
Oak Pensions Limited
Yaba
03.2015 - 09.2017
- Perform daily accounting of funds under management
- Daily posting of all financial transactions to appropriate funds/portfolios within specified timeline
- Carry out analysis of funds under management and report same to management for critical decision making purpose
- Daily valuation of funds and reporting same to PenCom through RMAS
- Ensure that corporate actions are appropriately updated and documented
- Monitor investment portfolio to ensure that they are properly weighted and within the regulatory investment guideline
- Liaise with auditors and the regulators on fund audits & attend to their queries
- Develop process improvements to enhance financial performance
- Scrutinize fund requests and manage fund distributions
- Ensure timely settlement of all investment transactions
- Actively manage equity, mutual and infrastructure fund; update and upload accurately their daily prices into Sybase (accounting software) and ensure prompt receipt of Corporate actions
- Ensure that all time-bound reports to PENCOM and all other relevant stakeholders are submitted within the stipulated time frame
- Prepare Banks/Custodian investment letters
- Perform other related job roles assigned by the Head, Financial Control.
Investment Specialist
Oak Pensions Limited
Yaba
05.2013 - 02.2015
- Conduct research across asset classes to develop the fundamental rationale underlying every transaction
- Continuously identify, asses and monitor fixed income and equity price levels in order to ascertain profitable entry and exit points
- Prepare and send settlement instructions to Custodian and counter parties
- Proper documentation/filing of investment mandate and contract letters
- Prepare weekly, monthly and quarterly reports to management
- Monitor maturity profile to ensure that liquidity requirements are met
- Monitor investment postings from the Fund Account unit to ensure that all investment transactions are duly captured in the system
- Review and analyze corporate releases and make recommendations to the Head of Investment for purchase or sale of securities
- Perform any other added by ad-hoc duties as may be required by Head of Investment/Management.
Treasury
Veritas Glanvills Pensions Limited
Yaba
02.2009 - 04.2013
- Liaise with stockbroker to ensure proper execution of sell/buy order
- Develop strategies in line with opportunities to further increase customer base
- Update of prices for stocks and mutual funds
- Review market data, industry reports and publications
- Responsible for collating and updating daily bond yields and prices as well as analyzing same for necessary reports
- Relate with counter parties/PFC for settlement of trades
- Develop, coordinate and implement research strategies to facilitate work flow
- Management of fund & Investment portfolio
- Timely placement of buy/sell order with stock broking firm and following up with the custodian
- Aggressive market prospects to convert them to customers
- Carry out any other task assigned
Information Technology Officer
Veritas Glanvills Pensions Limited
Yaba
07.2008 - 01.2009
- System/ software implementation
- Ensure optimum uptime of IT infrastructure (Routers, Servers, Switches, Laptop, and Desktop
- System administration and project management
- Software installation, upgrade, back up and data recovery
- Server administration & maintenance/networking, installing hardware and modems
- Managing the Pension Fund Administration Application (Sybase, Abber from reader, SMS alert).
Market Developer/Marketer
Airtel Nigeria Limited
09.2007 - 06.2008
- Prospecting for new customers, while servicing existing ones
- Identify opportunities for business improvement
- Disseminate information to customers so as to meet their expectations in terms of service delivery and response to queries
- Act as a feedback channel for company initiatives being introduced to customers
- Attend to customers over the phone
- Hand holds new customers for revenue enhancement
- Escalate customers’ queries to appropriate units for prompt resolution
National Youth Service Corps, Kogi State Polytechnic
10.2006 - 09.2007
Education
MBA - Finance
UNIVERSITY OF LAGOS
B.Sc. (Hon) - Physics
UNIVERSITY OF UYO
Senior Secondary School Certificate (SSCE) - undefined
COMMUNITY HIGH SCHOOL
First School Leaving Certificate - undefined
QUA IBOE CHURCH SCHOOL
Skills
Sales and Marketing skillsundefined
Accomplishments
- Supervised team of 5 (five) staff members.
- Resolved product issue through consumer testing.
- Collaborated with team of 5 (five) in the development of Futureview Dollar Fund
- Part of the Team that achieved the best performing Pension Fund Administrator in terms of returns on investment in Nigeria in 2022
Certification
Chartered Institute of Stockbrokers
Interests
Travelling
Research
Timeline
Fund Manager
Futureview Financial Services Limited
07.2022 - Current
Authorized Dealing Clerk, Nigerian Exchange Ltd
11-2020
Portfolio Manager
Oak Pensions Limited
11.2019 - 06.2022
Bloomberg Market Concepts
04-2019
Chartered Institute of Stockbrokers
10-2018
Head
Oak Pensions Limited
09.2017 - 11.2019
Fund Account Officer
Oak Pensions Limited
03.2015 - 09.2017
Investment Specialist
Oak Pensions Limited
05.2013 - 02.2015
Treasury
Veritas Glanvills Pensions Limited
02.2009 - 04.2013
Information Technology Officer
Veritas Glanvills Pensions Limited
07.2008 - 01.2009
Market Developer/Marketer
Airtel Nigeria Limited
09.2007 - 06.2008
National Youth Service Corps, Kogi State Polytechnic
10.2006 - 09.2007
MBA - Finance
UNIVERSITY OF LAGOS
B.Sc. (Hon) - Physics
UNIVERSITY OF UYO
Senior Secondary School Certificate (SSCE) - undefined
COMMUNITY HIGH SCHOOL
First School Leaving Certificate - undefined
QUA IBOE CHURCH SCHOOL
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