Senior Investment Manager
Resume:
Confidential
ENDURANCE AKU
**** ***** *****, ********, ** 75149 +1-929-***-**** adh08s@r.postjobfree.com https://www.linkedin.com/in/endurance-aku-14025660/ Key Skills:
Portfolio Management
Asset Allocation
Equities
Fixed Income
Asset/Liability Management
Due Diligence
Risk Management
Alternative Assets
Strategy Development
B.Sc. (Hons) Actuarial Science University of Lagos - Akoka, Lagos Nov 2005 CFA Level II Candidate and CAIA Level II Candidate Financial Modeling
Company Valuation
Portfolio Management
Alternative Assets
Fixed Income Trading
Advanced Financial Modeling, DBrown Consulting
Training the Street Inc.
Modern Porfolio Management, Optimisation and Risk Management Advanced Infrastructure Finance, by Dr Cledan Mandri-Perrot ACI Dealing Certificate
Stanbic IBTC Pensions (A member of Standard Bank Group) — VI, Lagos Senior Investment Manager, Retirement Savings Account (RSA) Funds Sept 2017 - Present
Successfully led the team that reconstructed the Investment portfolio of Stanbic IBTC Pension’s regulated public pension funds (the RSA Funds) with AUM size of circa US$7bn, increasing allocation to alternative assets (PE, Infrastructure and Real Estate) whilst implementing a well-defined investment strategy that enabled the fund balance its investment objectives and risk constraints. Some of the current responsibilities include:
Developed and implemented a broad investment strategy of the Funds that delivered top quartile returns consistent with clients’ risk and return objectives
Ensuring disciplined implementation of the Funds’ well-defined investment views and rational strategy.
Portfolio Construction and implementation of strategic investment policies
Evaluation of all relevant investment research to ensure portfolio decisions follow internal investment policy and risk framework
Interface with strategy teams and research groups to understand and implement internal recommendations.
Articulation and effective coordination of investment communication with internal and external clients
Monitor income and performance benchmarks on fund against internal and client targets
Conduct due diligence and capital allocation to Private Equity Fund opportunities and other alternative investment opportunities such as infrastructure fund and real estate fund investments. Highly driven and Performance focused Investment Manager Most recently restructured Pension Fund to achieve long term return and risk targets Education
Professional Development
Work Experience
2 P a g e
Confidential
Teachers Insurance and Annuity Association of America (TIAA-CREF) — Dallas, USA Jul 2016 – Aug 2017 Financial Consultant, Retirement planning (used to hold a Series 6 and Series 63 license) I was involved in the following Solutions based initiatives:
Providing consultative solutions and guidance to retirement participants on Investment choices and lifetime income choice.
Received iWoW award for providing Investment consultative solution to pension participant.
Consultative solutions on TIAA Investment product options.
Managed and Co-managed over $800 million multi-asset DC & DB funded portfolios with top quartile performance.
Performance reporting and presentation to plan sponsors (both as lead & sub portfolio manager), external clients, boards and oversight committees.
Developed and communicated thematically-driven investment strategies to investment committee on Investment selection.
Conducted industry research and analysis for investment committee decisions.
Conducted due diligence, strategic analysis, trade/deal structuring and execution as well as exit strategies on investment portfolios.
Assisted in the development and implementation of asset allocation framework (expected returns, risk and portfolio construction) towards setting strategic weights on multi-asset portfolios.
Developed and maintained liquidity strategy models on DC & DB funded multi-asset portfolios.
Ex-Ante and Ex-post benchmarking and performance attribution analysis.
Interacted daily/regularly with equity brokers, bank treasuries, market makers and industry analysts.
Participated in quarterly/event driven analysts calls and meetings with policy makers as well as management of target and holding companies.
Communicated strategies via white papers that led to timely identification of investment opportunities on portfolios thus improving benchmark performance.
Stanbic IBTC Pensions (A member of Standard Bank Group) — VI, Lagos Analyst, Equity and Fixed Income securities
Sep 2009 - Oct 2011
Built and maintained equity valuation models for banks and consumer discretionary companies.
Priced bond structures including credit analysis of debt instruments (corporate and sovereign debts – including Eurobonds).
Monitored and analysed equity and debt market investment flows (including foreign investor flow and direction) including technical analysis of price movement
Gathered, analysed and summarized market data for Investment committee decision making.
Performed fundamental analysis and in depth company specific due diligence towards buy or sell decisions. Stanbic IBTC Pensions (A member of Standard Bank Group) — VI, Lagos Portfolio Manager (Equity and Fixed Income Strategies) Jan 2010 - Apr 2016
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