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Kevin Nyaga, CFA

Kevin Nyaga, CFA

Financial Analysis

Jubilee Holdings

Nairobi, Kenya

Financial Analysis@Jubilee Holdings

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Jubilee Holdings

Financial Analysis

Contribute to company strategy by carrying out due diligence for the group in targeted African markets, prepare country reports on potential African markets viable for entry, member of the composite split steering committee, provide guidance in the group budgeting process, assist in the regulatory compliance process, provide insight into the preparation of board strategy papers and grant support in the investment decision making process

Career medium 01
Career
Career medium 02

Jubilee Financial Services

Investment Management

RELATIONSHIPS MANAGEMENT: Build strong business relationships with banks, stock brokers, investment manages and Regulatory Authority for Managers. NEW PRODUCTS: Research the market place and design suitable products for investment of retirement benefits funds. MARKETING BROCHURES AND WRITE-UPS: Prepare suitable marketing materials for the business including brochures, fliers and newsletters. MARKET DEVELOPMENTS: Monitor, gather and maintain accurate and up to date information of market trends, competition and products and update the Board regularly. LEADERSHIP: Provide leadership in investment review and analysis of the available investment opportunities making recommendation on the suitable options to clients. LEADERSHIP AND SUPERVISION: Provide guidance, training and development of staff including performance management. STRATEGY, PLANNING AND REPORTING: Planning, budgeting, monitoring and evaluation of issues touching on the Business including business projections.

Career

Dyer & Blair Investment Bank

Portfolio Analyst

Review investment policy and conduct cash flow analysis, develop and review the investment strategy of unit trust funds, perform the pricing of unit trust, proactively manage the portfolio and shop aggressively for best prices, prepare the monthly and quarterly reports, determine liquidity needs of the funds, determine tolerance for market value fluctuations, discuss industry standard performance benchmarks and continually review holdings for opportunities to add value

Career medium 01
Career
Career medium 03

Dyer & Blair Investment Bank

Senior Accountant

Member of the internal audit team, team leader of fund amalgamation and was the chief liaison officer between Diaspora clientele and the bank, managed the bank’s cash flow to facilitate smooth flow of operations, prepared the financial statements and presented them to the finance team and was the foreign exchange dealer for the bank for funds in excess of $5 million.

Career

Dyer & Blair Investment Bank

Customer Consultant

Team leader on initiatives to enlighten prospective investors as to he investment processes and procedures, received and incorporated client orders into the database for execution and was the team member of an initiative designed to address client grievances

Career medium 06
Career
Education medium 02

CFA Institute

Chartered Financial Analyst (CFA)

Ethics, Financial Statement Analysis, Portfolio Management, Alternative Investments, Fixed Income, Equity Investments, Derivatives, Corporate Finance, Economics & Quantitative Methods.

Education

Kenyatta University

BA, Economics

Introduction to Macro & Micro Economics,Intermediate Macro & Micro Economics, Advanced Macro & Micro Economics, Operations Research, International Economics, Project Finance

Education medium 01
Education

Strathmore University

Association of Chartered Certified Accountants (ACCA) Affiliate, School of Accounting

Financial Statements, Financial Reporting, Managing People, Audit,Information Systems, Financial Management & Taxation

Oxford Brookes University

Bsc, Applied Accounting

Financial Statements, Financial Reporting, Managing People, Audit,Information Systems, Financial Management & Taxation