Naswiif Nvule
Summary
To seek and maintain full-time position that offers professional challenges utilizing analytical and problem-solving skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Operations Associate
XENO Investment Management
03.2022 - 11.2023
- Supported portfolio managers in their decision-making process by providing timely and accurate information on market conditions.
- Improved portfolio performance with diligent monitoring and timely adjustments.
- Developed strong working relationships with external partners such as custodians, brokers, and fund administrators for seamless coordination during complex transactions.
- Maintained detailed records of transactions, adhering to stringent documentation requirements for audit purposes.
- Streamlined investment operations by implementing efficient processes and utilizing advanced technology.
Investment Operations Analyst
XENO Investment Management
10.2021 - 03.2022
- Achieved consistent accuracy in data entry tasks related to client accounts, trades, and other transactions within the firm''s record-keeping systems.
- Reviewed monthly account reconciliations promptly, identifying discrepancies and initiating corrective actions when necessary.
- Optimized investment portfolios by analyzing market trends and implementing appropriate strategies.
- Streamlined operational processes for increased efficiency in managing client accounts and transactions.
Assistant Manager - Finance
Ishaka Quality Commodities Ltd, Kampala
01.2020 - 10.2021
- Enhanced financial reporting accuracy with thorough data analysis and reconciliation.
- Managed budget preparation, monitoring, and forecasting to ensure fiscal responsibility.
- Developed strong relationships with banking partners to secure favorable financing terms.
- Established robust financial planning processes that aligned short-term goals with long-term business objectives .
Intern
Dyer & Blair Investment Bank
05.2018 - 09.2018
- Conduct market research to support investment decisions. This involved researching industry trends, analyzing market data, and preparing reports for senior team members.
- Assisted with compliance-related tasks, such as reviewing documents for regulatory compliance or ensuring adherence to internal policies and procedures.
- Entered data into financial models and databases, as well as organized and managed data sets.
- Shadowed and learned from experienced professionals within the investment bank. This involved attending meetings, participating in conference calls, and observing day-to-day operations.
Education
Bachelor of Science - Mathematics
Makerere University
Kampala, Uganda01.2020
Skills
- Analytical Thinking
- Meticulous attention to detail
- Investment performance analysis
- Expertise in Excel
- Operational Efficiency
- Financial Modeling
- Problem-solving skills
Languages
English
Full Professional
Certification
- Introduction to Securities & Investment (International) English Training - 3 months
- Regulations & Market Practice (Kenya) Training - 4 months
Timeline
Investment Operations Associate
XENO Investment Management
03.2022 - 11.2023
Investment Operations Analyst
XENO Investment Management
10.2021 - 03.2022
Assistant Manager - Finance
Ishaka Quality Commodities Ltd, Kampala
01.2020 - 10.2021
Intern
Dyer & Blair Investment Bank
05.2018 - 09.2018
Bachelor of Science - Mathematics
Makerere University
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