 Oversaw and managed a $5B multi- asset pension portfolio with allocations across public fixed income, equities, and private credit.  Conducted credit analysis, valuation, and sector research to guide portfolio allocation and enhance total returns.  Developed tactical bond and equity strategies based on macroeconomic and market analysis.  Presented performance reviews and credit market insights to the Executive Investment Committee.  Partnered with actuaries, C-suite executives, and external managers to align funding strategies with liabilities.  Inaugurated, spearheaded and anchored the quarterly Chevron Pension Investment Forum for West and Mid-Africa.

 Directed a $3.5B portfolio of public bonds, private credit, and structured debt facilities.  Designed credit and liquidity risk frameworks, ensuring compliance with regulatory standards.  Spearheaded trading strategy implementation and portfolio rebalancing efforts across multiple accounts.  Negotiated ISDA agreements and collateral structures to support repo, derivative, and private debt transactions.  Delivered detailed credit risk, performance, and compliance reports to board committees and regulators.  Led the set-up of the Treasury Department and establishment of a bond desk, created the benchmark for funds assigned to the Treasury team, and facilitated the exceeding of planned fund goals and targets.  Increased alternative investment outlets for funds under management by introducing Repos, Reverse Repos, and Securities Lending offerings.  Analyse data for Stress Testing the liquidity status of the Central Counterparty (CCP)  Analyse data for Stress Testing the prices of collateral securities pledged as margin with the Central Counterparty (CCP)

 Oversaw $10B+ in fixed income, managing credit risk, security selection, and asset allocation.  Spearheaded corporate bond and debt research, supporting both public and private market strategies.  Designed and launched a USD-denominated fixed income mutual fund, scaling AUM from $5M to $700M.  Executed bulk trading strategies for institutional clients and HNIs, ensuring compliance and return optimization.  Delivered performance attribution, compliance oversight, and investment commentary for institutional clients.  Supported private placement evaluations and collaborated with credit analysts on corporate debt instruments.  Mentored junior analysts and portfolio managers, building a high-performing investment team.

 Led the active management and strategic positioning of the Stanbic IBTC Equity Fund, delivering consistent performance and aligning investment decisions with macroeconomic and market trends.  Developed customized equity portfolio solutions through in-depth industry benchmarking, company analysis, and alignment with clients’ risk-return profiles, particularly for sophisticated and institutional investors.  Served as a core member of the Investment Committee, contributing to strategic asset allocation, equity screening, stock selection, and tactical portfolio implementation across mutual funds  Conducted technical and fundamental analysis of listed equities to assess price trends, valuation dynamics, and performance catalysts—informing real-time portfolio adjustments and alpha generation.  Monitored corporate fundamentals and sectoral performance trends, ensuring that equity strategies were responsive to evolving market conditions and optimally positioned for capital growth.

 Conducted compliance audits, reducing flagged shareholder accounts by 70% in five months.  Reconciled shareholder’s and cautioned accounts  Investigated wrong dividend conversion  Prepared supplementary warrant  Vetted CSCS post updates  Audit of departmental operations  Responding to general correspondence & regulatory bodies such as SEC

Associate Chartered Accountant (ACA)

Institute of Chartered Accountants of Nigeria (ICAN)

2006

Credential ID: MB21006

Associate Accounting Technician

Institute of Chartered Accountants of Nigeria (ICAN) - ATS

2000