Strategy (Stanbic Investment Management Services - Contract) Mar 2021 - Aug 2022
- Regularly tracked the performance of internal departments against agreed KPIs
- Produced business analytics reports to draw insights from customer behaviour and business performance
- Constructed the business case and scope for two of the firm’s key digital initiatives
- Mapped out and analysed the impact of undertaking targeted revenue drivers during the year
- Undertook monthly analysis on all collective investment schemes to ascertain the firm’s market position
- Researched the market for new payment channels that provide greater access for investment deposits
- Performed competitor analysis using financial, product, distribution and social media metrics amongst others
- Achieved ‘Beyond Excellence’ recognition for efforts made during a KYC review of customer accounts.
Research (Stanbic Investment Management Services - Contract) Oct. 2022 – Sept. 2023
- Built financial models that allow for analysing and interpreting return and risk from financial data
- Developed financial models to ascertain and present potential impact of bond exchange on the firm
- Reviewed business/investment strategy, team structure and ESG framework as part of due diligence
- Monitored current investments to support the creation of monthly, quarterly and bi-annual reports
- Researched local and macroeconomic events with the view of assessing current risk to exposures
- Co-produced documentation submitted to the regulator for the approval of a new investment product
- Formulated business cases for prospective funds expected to launch in 2023 and beyond.
