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kampala, uganda
It's currently 4:28 AM here
Joined September 9, 2023
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Charles
@charlesomol
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kampala, uganda
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Portfolio Manager/Investment Analyst
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Experience
ASST. INVESTMENT MANAGER
Feb 2023 - Present
Participating in Investment Committee deliberations to review security and asset allocation recommendations
Initiating and growing new client relationships
Overall review of the economic macros impacting on the stock market, fixed income and offshore investments
Creating and generating innovative and successful investment ideas and solutions
Making investment recommendations
Preparation of the quarterly economic review and strategy reports for the Board
Client coverage and servicing
SENIOR INVESTMENT OFFICER
Aug 2021 - Jan 2023 (1 year, 5 months)
Macro-economic research on regional and global markets to inform investment strategy
Financial modeling to stress test and perform scenario analysis on portfolio holdings
Securities trading of Fixed income instruments
Portfolio Management to ensure portfolios are optimized for safety, liquidity, and growth
Formulation and presentation of the overall investment strategy
Preparation of the Investment Performance reports
Liaising with and supervision of the external fund managers
INVESTMENT ANALYST
Nov 2016 - Jul 2021 (4 years, 8 months)
Macro-economic research on regional and global markets
Capital markets analysis and formation of expectations to support the portfolio managers with asset allocation and security selection in both Fixed income and Equities
Financial modeling and company valuations of regional equities
Securities trading of both Fixed income and Equities
Participation in the portfolio construction and rebalancing processes for new and existing client portfolios
Preparation of quarterly investment reports
Education
Master of Science in Finance & Investment
(2 years)
Bachelor of Business Administration and Management (Finance and Accounting)
(3 years)
Qualifications
CFA charter
CFA Institute
2022
I am a CFA charterholder.
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