Driven Finance professional with a passion for real estate investments and commitment to ensure investors achieve their goals. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investments Analyst
Smartvest Wealth Managers
01.2020 - 08.2023
Played a key role in Real Estate Investments such as cluster houses, duplex structures, schools, and servicing of residential stands. This related to different stages of construction from pre-construction to the handing over of the project
Research and analysis of real estate investments in the property market
Investment appraisal for various projects and opportunities in different industry sectors asset classes
This includes private equity, real estate investments, fixed income, commodities amongst others
Responsible for analyzing economic developments and their impact on financial markets and on investments
Formulating and implementing asset allocation strategies based on client risk tolerance and statutory requirements
Preparation of investment reports for pension funds on a quarterly basis and responsible for weekly, monthly, and ad-hoc reports for business clientele
Analyzing financial market developments and making informed investment decisions.
Financial Analyst
Invictus Securities (Pvt) Ltd
05.2017 - 12.2019
Attending analysts' briefings and furnishing investors with reports based on financial performance
Preparation of the Board presentation reports for the organization
Playing a key role on the dealing desk in assisting stockbrokers when executing trades
Performing due diligence on potential investment options for the corporate
Responsible for report writing on economic updates, stock markets and different investment opportunities.
Finance Intern
Datvest Asset Management
09.2014 - 09.2015
Education
Bachelor of Commerce Honors Degree in Finance -
National University of Science And Technology
Advanced Level Studies -
Fletcher High School
Ordinary Level Studies -
Kutama College
Skills
Provided team building
Relationship building with investors
Ability to raise capital for property developments
Forecasting & Research
Analytical Acumen
Strong Financial modelling skills and Data Analysis
Provided excellent customer service
Effective problem solving & interpersonal skills
Certification
Active Member of the CFA Society Zimbabwe
Investments Professionals Association of Zimbabwe (IPAZ) active member through sharing notes and ideas with different investment professionals
Completed a short course in Electronic Data Processing with a distinction.
References
Mr. Peter Antony Kadzere, Chief Executive Officer, Smartvest Wealth Managers, pkadzere@smartvest.co.zw, +263 772 573 775
Mr. Kumbirai Makwembere, Fund Manager, Smartvest Wealth Managers, kumbiraim@smartvest.co.zw, +263 772 979 618