Experienced Financial Services Consultant and a resourceful investment expert with 10 years of comprehensive experience covering market researching , wealth management, managing negotiation and execution of investment trades on multiple exchanges, including commodities, stocks and fixed income.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Proprietary Trader
FbnQuest Securities Limited
06.2019 - Current
Monitored market trends and developed strategies to capitalize on potential opportunities.
Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Made startegic investment decisions based on fluctuating market resulting in profit of $750,000.00.
Collaborated with analysts and coverage traders to distribute relevant market information.
Promoted and managed 20 key accounts through direct communication with clients and advising on stock opportunities and market trends.
Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Negotiated and executed complex financial transactions with international clients.
Created and maintained live Excel spreadsheet to provide real-time positions and P&L for over 10 portfolio managers and proprietary portfolio
Equity Trader
Coronation Merchant Bank
04.2017 - 04.2019
Developed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Skillfully executed buy and sell financial instruments on behalf of institutional and high networth clients with adherences to best execution regulstion
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Utilized market data and bloomberg terminal to seek out sellers and match with buyers.
Negotiated and executed complex financial transactions with international clients.
Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Wealth Management Advisor
Coronation Merchant Bank
07.2015 - 02.2017
Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.
Answered clients' questions and inquiries in regard to individual financial plans and strategies.
Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.
Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance.
Prepared and interpreted financial document summaries, investment performance reports and income projections.
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Monitored and updated financial plans to comply with client goals.
Equity Research Analyst
Marina Securities Limited
03.2013 - 07.2015
Provided investors with detailed buy/ sell ratings based on overall earnings performance.
Utilized screening tool to identify bottom-up stock idea identification.
Researched macroeconomic, industry and company-specific data to inform investment decisions.
Spearheaded comprehensive presentations for management and audiences of 100 individuals.
Assisted in the creation two financial models annually for buy and sell recommendations.
Monitored market trends and news to identify emerging opportunities.
Assisted in preparation of presentations, data tables and other documents for investor meetings.
Coordinated with financial advisors to develop long-term investment strategies.
Participated in client meetings to discuss financial analysis and investment strategies.
Presented oral and written reports on general economic trends, individual corporations and entire industries.
Education
Bachelor of Science - Economics
University of Abuja
Abuja, Nigeria
Skills
Hedging Techniques
Stock Market Expertise
Market Research
Client Relationship Management
Portfolio Management
Licensed Trader
Microsoft Outlook
Prospecting and Networking
Wealth Preservation
Accomplishments
Sponsored Individual Securities and Exchange Commission
Collaborated with team of 3 in the development and on boarding of retail trading application.
Achieved proprietary return of 30% above benchmark by seeking out under priced stocks with accuracy and efficiency.
Languages
English
Full Professional
Certification
Licensed Trader of the Nigerian Stock Exchange
Associate Chartered Institute of Securities and Investment (CISI) -2018
Associate Chartered Institute of Stockbroker (CIS)
Level 2 Student of Chartered Financial Analyst.
Timeline
Proprietary Trader
FbnQuest Securities Limited
06.2019 - Current
Equity Trader
Coronation Merchant Bank
04.2017 - 04.2019
Wealth Management Advisor
Coronation Merchant Bank
07.2015 - 02.2017
Equity Research Analyst
Marina Securities Limited
03.2013 - 07.2015
Bachelor of Science - Economics
University of Abuja
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JOSEPH APEMIYE DAKOJOSEPH APEMIYE DAKO
Team Lead, Payment, Settlement & Custody Relation at FBNQUEST CAPITAL LIMITEDTeam Lead, Payment, Settlement & Custody Relation at FBNQUEST CAPITAL LIMITED