Investment Analyst & Stock Portfolio Manager
Open To Work
Imabasi Amayak
Diligent Services and Investment Ltd.
Ibadan,Oyo State
Work Preference
Overview
A versatile finance and operations professional with strong experience in administration, executive support, financial reporting, and process improvement. Skilled in data analysis, market research, and identifying opportunities that drive value, with a keen interest in investment analysis and stock portfolio management. Comfortable managing reports, digital tools, and communicating with stakeholders at all levels, with a consistent record of supporting organizational growth and sound decision-making.
06+
Years of experience
03+
Certifications
06+
years of post-secondary education
Work History
11.2025 - Current11 Months
Investment Analyst and Stock Portfolio Manager
Diligent Services and Investment Ltd. | Dugbe, Ibadan, Oyo State
- Manage over 150 client’s Portfolio and monitor the changes in their portfolio to either disposed stocks or purchased a new stock from the capital market.
- Daily preparation of jobbing book to show stocks to buy, sell, with respect to the current stock market prices.
- Prepare quarterly appraisals of investment for clients to show the net return of the performance of their stocks and the net return.
- Analyze financial statements, earnings reports, and the industry trends to assess a company’s value.
- Track macroeconomic indicators (interest rates, inflation, GDP) and sector-specific developments
- Write research reports and investment recommendations
(buy/hold/sell)
01.2024 - 11.20251 Year 10 Months
Business Development Manager in Digital Marketing
Platform Lead Limited | Bodija, Ibadan Oyo State
- Collaborated closely with marketing teams to develop targeted campaigns that generated high-quality leads for the sales pipeline.
- Enhanced the company's profitability by identifying and eliminating inefficiencies in existing business processes.
- Established valuable partnerships with complementary businesses, creating mutually beneficial synergies that accelerated growth for both parties.
- Drove revenue growth by identifying and securing new business opportunities in untapped markets.
- Identify and pursue new business opportunities, leads, and
untapped markets.
01.2023 - 12.202311 Months
Control Officer/Junior Account Manager
J. Ogungbola & Sons Limited | Monatan, Ibadan, Oyo State
- Prepared financial reports such as balance sheet, Auditing, Checks and Balances, Stock analysis, Item sold and keeping record of credit sales for customers.
- Collected, arranged, and input information into database system.
- Gathered, organized and input information of 3 branches of the company using CADERP Software into digital database.
- Standing as intermediary between the Director and the branches on changes in market prices.
08.2022 - 01.20235 Months
Administrative Secretary
AAbraham Ekpo Consult, Estate Surveyor and Valuers | No. 8 IBB Way, Uyo, Akwa Ibom State.
- Handle and process clients needs and requirements relating to real estates.
- Provided clerical support to company employees by preparing Valuation Reports, Certificate of Value, Drafts, Agreements, Leases and other related document.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Conducted research on behalf of executive staff members as required to support informed decision-making processes within the organization.
- Enhanced office efficiency by organizing and maintaining filing systems, managing correspondence, and scheduling appointments.
- Optimized time management with meticulous calendar maintenance, ensuring timely completion of tasks and projects.
08.2021 - 06.202210 Months
Secretary/Executive Personal Assistant
E.Akpan & Associates | No. 8 Brooks Street, Uyo, Akwa Ibom State.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
09.2020 - 03.20216 Months
Office Assistant
Glory J. Associates | Uyo, AK
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Expedited document processing with accurate data entry and timely filing.
- Increased customer satisfaction by providing professional and courteous front desk support.
Education
Bachelor of Science | Banking And Finance
University of Uyo. | Uyo, Akwa Ibom State. | 10.2016 - 12.2022
University of Uyo. - Uyo, Akwa Ibom State.
10.2016 - 12.2022
- Ranked in Top [95]% of class
- Research Projects:
1. Nigeria's Monetary Policies and the Performances of the Banking Sector, [A1=Excellent]
2. External and the Performances of the Banking Sector, [B1= Good}
WASSCE ; NECO & WACE
Secondary Commercial School, Iwawa Usung Eket. | Ibesikpo Asutan L.G.A., Akwa Ibom State | 09.2014
Secondary Commercial School, Iwawa Usung Eket. - Ibesikpo Asutan L.G.A., Akwa Ibom State
09.2014
First School Leaving Certificate (FLSC)
Ikpaisong International Nursery & Primary School | Ibesikpo Asutan L.G. A. Akwa Ibom State | 09.2008
Ikpaisong International Nursery & Primary School - Ibesikpo Asutan L.G. A. Akwa Ibom State
09.2008
Skills
Certification
- Certification in Data Analytics - PlitLearn- Platform Lead ICT Training - - - June 2025
- Google Fundamentals of Digital Marketing - - - - - - January 2024
- National Youth Service Corp (NYSC) Discharge Certificate - - - - - - - - December 2023
Hobbies
Reading- Business books, fictions books, journals, magazines and horror
Cooking
Travelling
Singing
Additional Information
▪ Fundamental Digital Marketing.
▪ MS Word, MS PowerPoint.
▪ Proficiency in MS Excel.
▪ Proficiency in Power BI.
▪ Proficiency in Python.
▪ Proficiency in SQL.
▪ Excellent Data Analytics Skills.
Languages
English
Full Professional
Ibibio/Efik
Native or Bilingual
Yoruba
A2
Elementary
Technical Skills
Expert in Data Visualization
Expert in POWER BI and POWER QUERY
Expert in Data Cleaning and Data Entry
Data Analytics Skill
Proficiency in MS Excel
Proficiency in Power BI
Proficiency in Python
Proficiency in SQL
Timeline
Investment Analyst and Stock Portfolio Manager
Diligent Services and Investment Ltd.
11.2025 - CurrentRead more
Business Development Manager in Digital Marketing
Platform Lead Limited
01.2024 - 11.2025Read more
Control Officer/Junior Account Manager
J. Ogungbola & Sons Limited
01.2023 - 12.2023Read more
Administrative Secretary
AAbraham Ekpo Consult, Estate Surveyor and Valuers
08.2022 - 01.2023Read more
Secretary/Executive Personal Assistant
E.Akpan & Associates
08.2021 - 06.2022Read more
Office Assistant
Glory J. Associates
09.2020 - 03.2021Read more
University of Uyo. - Bachelor of Science, Banking And Finance
10.2016 - 12.2022Read more
Secondary Commercial School, Iwawa Usung Eket. - WASSCE ; NECO & WACE,
Read more
Ikpaisong International Nursery & Primary School - First School Leaving Certificate (FLSC),
Read more