Investment Banking Analyst
Chimera Capital
Total des années d'expérience :8 years, 0 Mois
• Develop various types of financial models to value mergers, acquisitions and capital raising transactions
• Perform various valuation methods - comparable companies, precedents and DCF
• Perform due diligence, research, analysis and documentation of live transactions
• Create presentations and other materials for client engagements.
• Continuous evaluation of investment objectives, methods techniques, policies and compliance to ensure optimal portfolio management
• Prepare investment/divestment proposals for listed equity, fixed income instruments, structured products, private equity and real estate assets
• Performance of pre and post trade activities which includes investment deal tickets, trade confirmations, settlement of trades, listed equity trading position summary and daily marked to market valuation
• Prepare investment research reports on listed securities portfolio
• Prepare valuation models for securities, as and when requested, for existing and potential investments (listed and private equity)
• Daily monitoring of all corporate actions which includes cash dividend, bonus shares and coupon distribution
• Screening investments (listed equities/fixed income/alternative investments) based on suitability with investment criteria, regular monitoring of portfolio and recommending buy/sell based on market conditions, investment strategy and asset allocation
• Asset allocation and investment recommendations across a wide spectrum of asset classes based on suitability and regulatory guidelines
• Analysis and execution of specific investment ideas to achieve the optimal rate of return possible within prudent levels of risk and liquidity
• Review quarterly and annual financial statements before submission to SCA
• Manage investment products offered by Finance House Group and prepare/review the required product documentation (prospectus, agreements, etc…)
• Monitor investments on a regular basis and prepare periodic reports to the Management/Investment Committee/Board (quarterly presentations, proposals, etc…)
• Preparation of FHC strategic presentation on a regular basis
• Review the Capital Adequacy Report prepared by the Finance Department for onward submission to SCA on a monthly basis.
• Performed extensive credit analysis and due diligence for Large Corporates and Institutional Banking client
• Prepared credit proposals as per the customer’s needs and requirements, within the bank policies and parameters, and work closely with the Relationship Managers to finalize renewal of facilities, enhancements and new to bank proposals, and complete the post-approval documentation to issue the FOL’s as per agreed terms and conditions with the clients.
I. Act as a trusted advisor for the clients by assisting them with investment while avoiding risks that might diminish the value of their assets;
II. Provide exceptional service to UNHW clients in executing their requests/instructions;
III. Interact with the respective areas within private clients/correspondents to ensure client requirements are met through an effective service delivery;
IV. Review investment proposals and solutions depending on the clients’ assets and the chosen investment policy;
V. Acquire, serve and retain clients by the establishment of enduring and trusted relationships with them;
VI. Establish a network of new prospects;
VII. Stay abreast of key market developments;
VIII. Review the income statement and other reports for the private banking department and ensure they are aligned with the scope;
IX. Handle the portfolio valuation.
I. Monitor the performance of the portfolio of corporate credit clients throughout the different phases of the credit process;
II. Perform a complete credit analysis and prepare credit analysis report and recommendations to the Credit Committee;
III. Continuously verify that outstanding facilities are being utilized for their requested purposes and are abiding by the bank’s credit policy;
IV. Monitor the movement of the borrower’s accounts daily to assess performance and detect irregularities;
V. Monitor the financial situation of borrower through a periodic analysis of the client’s latest financial statements;
VI. Monitor on a daily basis any excesses above facility limits and coordinate with branches for settlement of such overdrawing;
VII. Prioritize the analysis and follow-up of large and high credit risk, especially those that show signs of weakness;
VIII. Follow the settlement of discounted bills and loan accounts on specified maturities;
IX. Renew credit files on respective maturities, checking for completeness, especially from the legal side by referring to the Legal Department.
I. Developed and drove Financial Aspects in French & English speaking countries in Africa: i.e.:
Ghana, Madagascar, Burkina Faso, Benin, Reunion, Algeria, Kenya, Tanzania, Congo,
Cameroun, Cote d'Ivoire, Angola, Namibia, Togo, and Mauritius;
II. Responsible for creating detailed budget for 2016 & 2017 and financials for 16 country
branches;
III. Re-organized a new budget template and processing for year 2017;
IV. Coordinated with the Chief Financial Officer - CFO budgeting/forecasting, cash management,
and risk management;
V. Reviewed and evaluated the effectiveness of business controls over financial reporting
controls;
VI. Analyzed profit and loss sheets and companies’ accounts in Africa, and made informed
recommendations to the Chief Financial Officer - CFO regarding financial directions;
VII. Built financial models in Excel in order to assess daily, weekly, monthly, performance of 16
companies in Africa;
VIII. Prepared and presented monthly and periodic business reviews for senior leadership;
IX. Reviewed and summarized corporate actions to assist the Chief Executive officer - CEO and the
Chief Financial Officer - CFO in their decision-making processes.
I. Assisted, prepared and presented a broad range of Financial and Market Analysis, and
Statements to the chairman of the Board, Management board;
II. Created reports to compare budget estimates to actual data by pay period for years 2013 &
2014, which were used in presentations to top management for strategic planning purposes;
III. Audited monthly financial statements and generated monthly Consolidations;
IV. Entered the budget for 2014. Assisted in the calculation and allocation of yearly expenses;
V. Worked with External Strategy Consultants in issuing Business Plan for an efficient 5 years
restructuring & projection;
VI. Assisted in the implementation of new customized features related to financial KPIs;
VII. Prepared financial reports verifying budgets and expenditures were in compliance;
VIII. Provided assistance to external auditors in determining compliance of expenditures;
IX. Assisted Head of departments in their budgeting responsibilities.
I. Assisted in the preparation of Budget for year 2012 related to expenses section;
II. Assisted the Finance Team in preparing Monthly P&L by Cost Center via SAP Software System;
III. Proficiently compiled and produced detailed Clients and Suppliers reports;
IV. Recorded Accounts Payable transactions.
Final Grade of 14/20 with Distinction.
Final Grade of 16.5/20 for Master Thesis: Link between Operational Risk Management and Performance.
