Elizabeth Mwalimo
Investment Manager
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About
SKILLLS
Client Portfolio Management
Business Development
Analysis and Financial Modelling
Dealing and Operations
New Product Development and Marketing
RFP Development and Financial Forecasting
Fund Management Unite Setup
Experience
Investment Manager
Jubilee Asset Managers Ltd, June 2023 – Date.
Responsibilities:
Lead and oversee economic and investment research, reporting directly to the CEO.
Develop and manage portfolios to exceed pre-set benchmarks for investment returns.
Manage a team of investment professionals and research analysts.
Ensure timely and coordinated implementation of decisions made by the Investment Committee.
Regularly monitor portfolios and recommend rebalancing strategies to align with agreed investment committee strategies and client circumstances.
Adhere to the CFA Institute GIPS Performance Reporting Standards and uphold the CFA Code of Ethics and Standards of Professional Conduct.
Ensure investment decisions are supported by high-quality research and analysis, both internally and externally.
Investment Portfolio Manager
Orient Asset Managers Limited, October 2022 – June 2023
Responsibilities:
Develop and analyze potential investment opportunities, perform valuations, and prepare investment memos.
Create investment strategies for various asset classes and manage stakeholders, investment committees, and trustees.
CAREER OBJECTIVE
My goal is to maximize clients' net income by placing investments in assets with optimum performance while effectively managing risk. I prioritize clients' best interests when making financial judgments and presenting investment policy statements, ensuring their objectives and expectations are met. I am committed to continuous learning and enhancing my skills in portfolio adjustments.
1
Report on portfolio performance to senior management, board, investment committees, and clients.
Lead risk management efforts for diverse portfolios. Investment Manager
NCBA Investment Bank Limited., January 2020 – September 2022 Responsibilities:
Achieved significant growth in assets under management and management fees.
Developed investment policy statements, assessed risk appetite, and rebalanced portfolios.
Prepared performance reports and made presentations to clients and investment committees.
Ensured compliance with regulatory requirements and implemented effective risk management strategies.
Key Achievements:
Key lead in rolling out four products.
Developed a special Unit Trust Product that has grown to 1.5bn in assets in 3 months.
Grew AUM from 1.9bn – 4.5bn
Investment Analyst
CBA Capital Limited, November 2014 – December 2020
Responsibilities:
Conducted financial projection and valuation models for listed companies.
Prepared macroeconomic and client reports for Kenya and East Africa.
Assisted with portfolio management, sourced suitable investments, and provided analysis.
Maintained key relationships with regulators and counterparts.
Key Achievements:
- Maintain key relationships with the Regulator and counter parties. Investment Dealer
CBA Capital Ltd, November 2014 – January 2016 Responsibilities:
Executed equity and fixed income trades and prepared contract notes.
Assisted with portfolio management and analyzed stock and fixed income markets.
Contributed to business development efforts and brought in new clients.
Investment Analyst
UAP Investments Ltd, April 2012 – October 2014
Responsibilities:
- Built financial projection and valuation models for banking and cement sectors. 2
Prepared macroeconomic reports for Kenya and East Africa.
Assisted with portfolio management and real estate property valuation.
Education
EDUCATIONAL BACKGROUND:
CFA Level 1 Candidate, August 2023
Associate Member of Institute of Certified Investments and Financial Analysts (ICIFA) - Certified
Investments and Securities Analyst (CISI), August 2017
Master of Business Administration, Finance Major, United States International University (USIU) - Africa, 2012 – 2014
Bachelor of Science in International Business Administration, Finance, United States International University (USIU) - Africa, 2008 - 2012
