ECONOMIST (INVESTMENT ANALYST)
Ministry Of Finance - Zambia
Total years of experience :9 years, 8 Months
3. KEY RESULT AREA
PRINCIPAL ACCOUNTABILITIES (MAIN DUTIES)
Investment management
Analyses financial markets, by collecting, monitoring and studying data, recommending appropriate actions to decision makers in order to facilitate optimal financial investment decisions.
Financial Investments
Analyses financial markets and reports on prospective investment avenues and carries out sound portfolio-management strategy by providing the necessary data in order to inform decision making.
On-lending
Examines and assesses financial statements of State Owned Enterprises (SOEs), in order to determine suitable terms for government on-lending to SOEs.
Contingent Liabilities
Examines and assesses financial statements of State Owned Enterprises (SOEs), in order to prevent SOEs from borrowing unsustainably.
Research
Undertakes research on economic and financial market trends, earnings prospects, and financial statements, performance of stocks, bonds and various other indicators and factors in order to determine suitable financial investment strategies.
Reports
Compiles advisory reports and makes informed recommendations on new financial investment opportunities and funds that could enhance or diversify portfolios in order to maximize returns on investments.
Monitoring
Monitors effectively current and historical financial data, trends and advises government and recommends actions based on sound analysis.
• Training - Effectively and timely conduct training for diocesan in local government if need arises with guidance from the ESAP program specialist
• Field work/Technical support - With Guidance from the ESAP program specialist support dioceses and PWYP members on the various demands that arise
• Report Writing - Document all the activities and their benefits as well as designing research tools
• Proposal Writing - Participating in ensuring the proposal is finalized
• Networking - Interact with the various ministry networks
• Attend key meetings with various Partners and write a report on each
• Engage in any follow up work stemming from the meetings
• Budget Tracking - keep update of the program budget lines
• Lobby and Advocacy - Effectively and timely advocate for identified political, Economics and governance issues
• Communication and information management - Effectively and timely communicate relevant information to the diocesan staff and other stakeholders as per advice from senior staff
• Ensure timely and accurate documentation of all activities undertaken
• Participated in the PWYP desk research on the Gaps and Misalignments of Zambia’s Mining Legislation and Policy Framework with the African Mining Vision (AMV)
KEY THEMATIC AREAS OF FOCUS
• Taxation
• Policy (Economic and social)
• Coalition management
• Access to justice
• Human rights
• Economic Issues
• Extractive industries
• To recruit quality and profitable merchants in order to contribute to the banks bottom - line
• Business management, pricing strategies, quality control and managing risks by employing best practice in the acquiring business ensuring that merchant agreements are in place and properly executed as per bank/KYC guidelines.
• To conduct regular merchant visits to ensure merchants are operating optimally.
• To generate new leads, calling on prospective merchant and selling the full product portfolio to the user retailers
• Identify risks / opportunities and where appropriate smoothly mitigate / exploit for the benefit of the organisation
• To continually review the customer experience / processes and systems with a view to ensuring the best possible customer experience
• Ensure monthly and quarterly checks are conducted in the operational areas
• Promote Barclays brand visibility as well as convenient spend by use of plastic card payments
• Finalising merchant application foams (data capture)
• Provide customer advisory services, cross selling and marketing other banks products (account opening, insurance, credit cards etc.)
• Signing up customers for E-Channels (SMS alerts, e-statements, mobile banking)
• Processing E-Channels application forms.
• Dispatching various goods from the warehouse Agro chemicals, Livestock feeds etc.
• Supervising all warehouse activities as well as stock Management to ensure/mitigate against stock loses and shortages.
• Advising clients on various fencing materials for Livestock as well as writing quotations for fencing material.
• Reconciling physical stock counts against system stock counts in compliance with the FIFO inventory management method.
• Supervising casual workers as well as galvanising people into action to achieve a common goal
• Processing supplier payments and information
• Promoting customer satisfaction by ensuring that the right products are delivered to the right clients and in the right condition as indicated on the invoice
• Control the loading and offloading of client / supplier goods out / into the warehouse
• Generating goods received vouchers (GRVs) for goods received
• Conducting stock adjustments by comparing GRVs, GRN and system information in a timely fashion
• Communicating anomalies as well as presenting expired products to top management
• Selling products to customers at the front end checkout department
• Maintaining float Cash (Petty Cash Book)
• Reconciling sales and Cash proceeds
• Quarterly stock staking as well as assist in the quarterly inventory report
• Writing Invoices for customers
• Scanning PI labels and presenting outdated prices to Management for updates as well as making follow ups.
• Comparing and reconciling the physical stock counts to the stock schedules
• Shelf Parking (ensuring that the store is well stocked)
• Identifying, correcting and reporting any discrepancies of PI labels on as they arise
• Assisting Customers find products in the store
• Presenting customer queries to Management
-Participated in the CIMA global business Challenge Zambia final (2012) and was awarded Certificate of Achievement. -Completed a 6 months Customized Statistical package training program in Microsoft Office, SPSS, STATA, and Eviews at the University of Zambia economic policy and management-EPM center. -In 2014, received a Bachelors Degree in Economics from the University of Zambia` -In 2009, Received the general certificate in secondary education (GCSE)