Adedayo Abiri
Summary
Accomplished Financial Analyst with a proven track record in Financial Services, adept in data analysis and investment analysis. Enhanced portfolio performance through strategic financial modeling and market trend analysis, achieving significant client satisfaction. Excelled in fostering client relationships and optimizing investment strategies, demonstrating exceptional analytical and interpersonal skills.
Overview
20
20
years of professional experience
Work History
Manager of Operations
Securities and Exchange Commission
09.2006 - Current
- Analyzed quarterly returns on utilization of offer proceeds of equity, corporate bonds and stare bonds. 10 states bonds, 30 corporate bodies, 40 equities. The programs totaling >500 million dollars
- Worked on returns of unclaimed dividends reduction to less than 30%.
- Monitored sinking fund accounts of over 200 million dollars to ensure coupons are paid as at when due.
- Registration of capital marker operators of over 100
- Cross-trained existing employees to maximize team agility and performance.
- Defined clear targets and objectives and communicated to other team members.
- Established performance goals for staff and provided feedback on methods for reaching those milestones.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Led financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning.
- Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.
Financial Consultant
BridgePoint Financial Services
03.2005 - 09.2006
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated new client onboarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Financial Analyst
BridgePoint Financial Services
04.2004 - 03.2005
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Helped clients make optimal decisions on amounts and timing of capitalization.
- Developed financial models to assess potential investments and identify potential risks.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Evaluated performance of existing investments and adjusted accordingly.
- Developed financial projections and forecasts to guide investment decisions.
- Monitored market trends and news to identify emerging opportunities.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Orchestrated client-centered financial packages factoring in current market trends.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
Education
Bachelor of Science - Commerce And Business Administration
University of Ilorin
Ilorin, Nigeria02.2002
Skills
- Account Reconciliation
- Data Analysis
- Investment Analysis
- Due diligence
- Report Preparation
- Auditing procedures
- Forecasting trends
- MS Office Suite
Languages
English
Full Professional
Timeline
Manager of Operations
Securities and Exchange Commission
09.2006 - Current
Financial Consultant
BridgePoint Financial Services
03.2005 - 09.2006
Financial Analyst
BridgePoint Financial Services
04.2004 - 03.2005
Bachelor of Science - Commerce And Business Administration
University of Ilorin
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