Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Timeline
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Kanayo Nsobundu

North York,Ontario

Summary

Analytical thinker, great teammate, and effective communicator with over 4 years of financial services experience. Highly proficient at building and developing analytical models, generating cash flow projections, parsing financial statements, and synthesizing economic trends to enable investors, businesses, and clients make informed, data-driven decisions. I am a Canadian Permanent Resident.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Multi-Asset Investment Analyst

Stanbic IBTC Pension Managers Ltd
2019.10 - 2023.06
  • Co-managed the biggest Retirement Savings Accounts (RSA) in Nigeria with over N3.8trn ($5.4bn) in assets
  • Led the implementation and adoption of Smart-Beta strategies as well as other quantitative strategies for the equity funds which have outperformed their benchmarks even on a risk-adjusted basis since adoption
  • Contributed to the origination and execution of several bond and equity trading strategies based on near term interest rate expectations and other indicators
  • Collected and analyzed quantitative data and presented several investment recommendations to the Investment Committee regarding fixed income, equity, and alternative asset opportunities
  • Led the implementation and adoption of the Department's new software/performance management tool by collaborating with the Project Management Team and drafting the formulas needed for the backend of the program
  • Maintained and monitored the fund's fixed income and equity investments, including outflows, valuation, risk ratings, performance analysis, and record maintenance
  • Monitored and interpreted macro-economic and regulatory developments that impact investing opportunities
  • Prepared weekly reports and led presentations for training the new staff.

Banking Operations Analyst

Stanbic IBTC Bank
2015.11 - 2019.10
  • Consistently achieved a 100% reconciliation record on ATM General Ledger (GL) accounts
  • Initiated several campaigns which led to process improvement within the team
  • For example, I led the digitization and clean-up of customer records which improved efficiency and turn-around time
  • Consistently helped the Bank achieve satisfactory audit ratings
  • Assisting in logging and reconciliation of card transaction disputes from clients
  • Managed the branch's Cash and Non-cash Assets.

Client Analyst, Financial Institutions Coverage

Stanbic IBTC Bank
2015.08 - 2015.11
  • Supported the relationship manager in establishing and maintaining relationships with corporate clients
  • Prepared client plans and pitches for existing and prospective clients
  • Reviewed clients' financial statements for opportunities for deal origination
  • Prepared the monthly tracker of portfolio revenue vs budget
  • Contributed to the budgeting, planning and revenue forecasting process.

Education

Bachelor of Engineering - Chemical Engineering -

Federal University of Technology
Minna, Nigeria
01.2012

Skills

  • Numeric skills
  • Business and Economics
  • Financial Modeling
  • Asset Management
  • Budget Management
  • Risk Management
  • Project Management
  • Data Analysis
  • Asset Allocation
  • Analytical
  • Financial Analysis and Modeling
  • Attention to Detail
  • Cash flow forecasting
  • Investment Research
  • Microsoft Excel
  • Python
  • Microsoft Word
  • SQL
  • PowerPoint
  • Bloomberg
  • Verbal and written Communication
  • Teamwork

Certification

Chartered Financial Analyst (CFA) – CFA Institute

Advanced Financial Modeler (AFM) – Financial Modelling Institute (FMI)

References

References available upon request.

Timeline

Multi-Asset Investment Analyst

Stanbic IBTC Pension Managers Ltd
2019.10 - 2023.06

Banking Operations Analyst

Stanbic IBTC Bank
2015.11 - 2019.10

Client Analyst, Financial Institutions Coverage

Stanbic IBTC Bank
2015.08 - 2015.11

Bachelor of Engineering - Chemical Engineering -

Federal University of Technology

Chartered Financial Analyst (CFA) – CFA Institute

Advanced Financial Modeler (AFM) – Financial Modelling Institute (FMI)

Kanayo Nsobundu