04/23/2024 updated
100 % available
Investment Specialist
Nairobi City, Kenya
Worldwide
BSc. Economics and FinanceAccountingArtificial IntelligenceData AnalysisAsset ManagementBusiness IntelligenceChartered Alternative Investment AnalystCapital MarketsChartered Financial AnalystEconomyFinanceFinancial ManagementFinancial AnalysisInvestment DecisionsPython (Programming Language)Power BISQL DatabasesTableau (Software)Quantitative Analysis
An investment specialist with over 5 years experience in global financial markets. I've averaged a 15% annual return on my portfolio for the last 3 years, outperforming the S&P 500 index. I specialize in wealth management and fund management. I leverage my financial analysis skills to identify and evaluate profitable opportunities in diverse financial markets.
As a certified proficient data analyst, I enhance my investment decisions through quantitative analysis. I have completed a Business Intelligence and Data Analysis (BIDA)™ program and I'm proficient in using analysis software such as Power BI, SQL, Tableau, and Python. My BSc in Economics and Finance has equipped me with an expert understanding of the finance industry and international economics.
Having successfully graduated from the most in-demand A.I upskilling program(AICE), I now leverage the best general AI and data analysis AI tools e.g JuliusAI to give me efficiency in my workflow process. I value teamwork and collaboration and have demonstrated these skills in my role as a Finance Intern at St Mary's School Lavington, where I conducted reconciliation, cash-flow accounting, financial analysis, and other financial tasks; contributing to the improvement of their financial processes.
As a certified proficient data analyst, I enhance my investment decisions through quantitative analysis. I have completed a Business Intelligence and Data Analysis (BIDA)™ program and I'm proficient in using analysis software such as Power BI, SQL, Tableau, and Python. My BSc in Economics and Finance has equipped me with an expert understanding of the finance industry and international economics.
Having successfully graduated from the most in-demand A.I upskilling program(AICE), I now leverage the best general AI and data analysis AI tools e.g JuliusAI to give me efficiency in my workflow process. I value teamwork and collaboration and have demonstrated these skills in my role as a Finance Intern at St Mary's School Lavington, where I conducted reconciliation, cash-flow accounting, financial analysis, and other financial tasks; contributing to the improvement of their financial processes.
Languages
EnglishNative speaker
Project history
An investment specialist with over 5 years experience in global financial markets. I've averaged a 15% annual return on my portfolio for the last 3 years, outperforming the S&P 500 index. I specialize in wealth management and fund management. I leverage my financial analysis skills to identify and evaluate profitable opportunities in diverse financial markets.
Budget Preparation: I created and analyzed budgets for school programmes e.g. a Prize Giving ceremony where
10 students successfully received their rewards at no delay.
Data Entry: I entered financial data into accounting software and spreadsheets, this improved the accuracy and
integrity of our financial records; which saved the department 1 hr/day of searching for data.
Collaboration: I collaborated with other departments e.g the catering department to gather relevant information,
and communicate financial insights. This improved their procurement and ordering cycle.
10 students successfully received their rewards at no delay.
Data Entry: I entered financial data into accounting software and spreadsheets, this improved the accuracy and
integrity of our financial records; which saved the department 1 hr/day of searching for data.
Collaboration: I collaborated with other departments e.g the catering department to gather relevant information,
and communicate financial insights. This improved their procurement and ordering cycle.
Portfolio
Portfolio Return
Profits on portfoliio
Portfolio Returns 2
Profits on my selected funds