OFOSUHENE SAMUEL

Box RFF 188, Madina, Accra

Cell: +233(0)247 165109

[email protected]
PROFILE
I am a student member of Chartered Institute of bankers (GH) and also a licensed investment representative by the Securities and Exchange Commission, who enjoys being part of, as well as leading, a successful and productive team. I am quick to grasp new ideas and concepts, and to develop innovative and creative solutions to problems. I am able to work well on my own initiative and can demonstrate the high levels of motivation required to meet the tightest of deadlines. Even under significant pressure, I possess a strong ability to perform effectively. I am more resourced in   financial management and have worked in various capacities in the investment banking space. I have an MBA in Finance from University of Ghana Business School, Legon and also SEMP (Special Executive Master’s Programme) in Strategic Business Management and Innovation from the Metropolitan School of Business and Management-UK.

CAREER OBJECTIVES
Searching a job in a challenging organization where all my skills and abilities can be exposed to bring about quality progression, success of business operation and achievement of the organization’s mission statements. I am keen to achieve further professional development

PROFESSIONAL CERTIFICATES AND EXPERIENCE
Chartered Institute of Bankers (GH) LEVEL I11                            Accra

Ghana Securities Industry Certificate                                               Accra

EDUCATION
University of Ghana Business school                                            Legon, Greater Accra Region

MBA Finance                                                                                    2016-2018

Metropolitan School of Business and Mgt-UK                              United Kingdom

Special Executive Masters programme in Strategic Business             2018

Management and Innovation

University of Ghana                                                                       Legon, Greater Accra Region

Bachelor of Arts Degree in Economics                                             2008-2012

St Peter’s Senior High School                                                        Nkwatia-kwahu

W.A.S.S.C.E Certificate                                                                     2004-2007

Dag-Hammerkjoeld Memorial Institute                                       Nkawkaw

B.E.C.E Certificate                                                                           2001-2004

PRACTICAL TRAINING/ EXPERIENCE
Ø  LEAD TECHNICAL CONSULTANT

DIKYEM AND ASSOCIATES CONSULT LTD- FEBRUARY 2020 TILL DATE

·         Providing the overall leadership of the fund management and pensions unit of the firm

·         Supervise and direct activities of the fund management department providing guidance and motivation to drive revenue generation and maximum performance of the company

·         Developing and implementation of growth strategy for the fund management business for our customers

·         Ensuring excellent customer service delivery

·         Innovation to product developments and implementation to our clients

·         Build good relationship with the various stakeholders e.g. clients, regulators, partners and staff

·         Manage the marketing, selling and creating awareness of the company’s product and services

·         Ensuring regulatory compliance

·         Support planning and development of capacity expansion and development of products and services

·         Ensuring operational efficiency by allocating resources accordingly

·         Lead client meetings, pitches and presentations and provide proposals

·         Any other duties assigned by the Chief Executive Officer.

Ø  FUND MANAGER

EVERBOND FINANCIAL SERVICES (INVESTMENT BANKING FIRM) -MARCH 2017-JANUARY 2020

·         Implementation of the company’s(clients) investing strategy and managing its portfolio activities

·         Managing financial assets

·         Responsible for evaluating, designing and overseeing all aspects of portfolio management(sales team, research and customer service)

·         Develop, establish and implement appropriate investment policies, guidelines and procedures and determine optimal portfolio structure and asset allocation

·         Managing clients; meeting investors to discuss investment strategies designed to achieve clients financial goals

·         Maintain current awareness of new investment strategies and investments through regular contact with the investment research and industry professionals

·         Respond promptly to new business referrals and investment related inquiries, maintain in depth daily knowledge of the securities markets as well as portfolio management products, including the rationale for underlying holdings, sector and asset allocation decisions

·         Manage the due diligence process of funds placement

·         Ensuring regulatory compliance

Achievement.

v  Pioneering member of Everbond Financial services strategic team

v  Helped in the structuring of Everbond Financial services

v  Instrumental in developing operational strategy, products and services

v  Establishing a mutual fund which will be managed by Everbond Financial services (EVER MONEY MARKET FUND)

Ø  BRANCH MANAGER-

GOLD COAST FUND MANAGEMENT (INVESTMENT BANKING FIRM)-NOVEMBER 2016-FEBRUARY 2017

·         Meet and exceed Branch sales target

·         Prepare Area plans for approval and execution

·         Set up clients and maintain up-to date records on all clients

·         Management of the branch to make it profitable

·         Provide client advisory services and client portfolio management

·         Evaluate operations and submit monthly reports to sales and marketing manager

·         Implement Sales/Marketing and product development strategies

·         Supervising the branch operations.

Ø  DEPUTY HEAD OF DEPARTMENT (PORTFOLIO MANAGEMENT)

GOLD COAST FUND MANAGEMENT- JUNE 2015-OCTOBER 2016

SS

Asset Management

·         Pension’s management according to NPRA standards

·         Management of collective investment scheme(GFUT/GMMF)

·         Balancing and reconciliations per SIP(portfolio allocation)

·         Funds allocation and placement

·         Construction and active monitoring of investment portfolios to ensure compliance with asset allocation limits and ensuring maximum returns for clients at tolerable levels of risk

·         Fund Valuation and pricing, fund purchases and processing of redemptions

·         Reporting on investment performances, investment strategies and outlook.

Structured Finance Portfolio Management

·         Monitoring and evaluation of investment performance

·         Collateral management and investment advisory

·         Managing financial instruments, fixed income and equity securities, risk and investment

·         Analysing clients information and offering advices through research from the markets

·         Research, marketing and Customer service Management

·         Investment Analysis and Portfolio Management

·         A key player in the management of the day to day activities of the department

·         Ensuring efficient and effective delivery of services by subordinates

·         Report Writing(Departmental level)

Achievement

v  Instrumental in establishing a branch for Gold Coast Fund Management (Mankessim)

v  Part of a team that managed clients worth 2.7 billion for Gold Coast Fund Management

v  Part of a team that mobilize  GHC 100 million in 2015

Ø  SENIOR CLIENT INVESTMENT ANALYST- GOLD COAST FUND MANAGEMENT (SF OPERATIONS) AUGUST 2014- JUNE 2015

·         Monitoring and evaluation of investment performance.

·         Collateral management and investment advisory’s

·         Managing financial instruments, fixed income and equity securities, risk and investment

·         Analysing client’s information and offering advices through research from the markets.

·         Research, Marketing and Customer service management

·         Investment Analysis and Portfolio Management.

·         A key player in the management of the day to day activities of the department

·         Ensuring efficient and effective delivery of services by subordinates.

·         Report Writing (Departmental level)

Ø  CLIENT INVESTMENT ANALYST (GOLD COAST FUND MGT) AUGUST 2013 TO AUGUST 2014.

·         Building strong relationship with clients by accessing their needs and making    recommendations.

·         Credit Appraisals and controlling portfolio irregularities

·         Undertake investments in accordance with client’s investment policy statement, company policies and procedures and regulatory requirement.

·          Managing financial instruments, fixed income and equity securities, risk and investment

·         Withdrawal of clients matured investments.

·         Strong leadership, marketing, selling and good presentation skills

·         Reconciliations of clients investments with the bank balance to ascertain balances

·         Marketing of investment products to individuals and corporate entities.

·         Analysing client’s information and offering advices through research from the markets.

·         Negotiation of rates

·         Monitoring and evaluation of investment performance.

·         Collateral management and investment advisory.

·         Report Writing.(daily, weekly, monthly and annually)

Ø  GHANA GROWTH FUND COMPANY(PRIVATE EQUITY FIRM)  OCTOBER 2012 – JULY 2013

·         Client Analyst/Operations (Liability Department)-The following are the duties performed during the period.

·         Client Setups-Clients newly purchased investment are imputed into the system

·         Preparation of the necessary document for transfer of funds into the investment account

·         Withdrawal of clients matured investments

·         Analysis of loan applications

·         Preparation of payment vouchers for release of funds to clients

·         Monitoring of financial accounts

·         Reconciliations of clients investments with the bank balance to ascertain balances

·         Marketing of investment products to individuals and corporate entities.

·         Analysing client’s information and offering advices through research from the markets.

·         Report Writing.

Attachment/Internships
Ø  Sales officer- Mekoye Enterprise – July 2007-August 2008

Distribution of chocolate and general goods

Ø  Municipal Agric Development Unit (MADU)-Adentan – June 2011-August 2011

Office Assistant- Assisted with inventory control, handled telephone enquiries, filed custom accounts and general administrative work,

HONOURS / ACTIVITIES
2008-2012                                         Financial Secretary(Wisdom Gate Youth Ministries)
2013-date                                          Vice President(Wisdom Gate Youth Ministries)
2013-date                                           Financial Committee Member(Wisdom Gate Ministries)
2014-date                                           Financial Controller{Wisdom Choir}
2016-date                                           Everbond Financial services  strategic team
2017-date                                           Investment Committee(Everbond Financial Services)
DEVELOPMENT AND TRAINING
September 2008-2009             University of Ghana E.c.l.p Computer Training Program

Beginners and Intermediate Certificates

June 2012                                University of Ghana Economics Society (UGESS) and

Ministry of finance and Economic planning seminar

COMPUTER PROFICIENCY
Considerable knowledge in Microsoft office suits (Word, Excel, PowerPoint), e-mail applications and Internet surfing and web research.
PERSONAL PROFILE
· Nationality:             Ghanaian

· Language:               English, Twi.

· Place of Birth:         Asankrangwa, W/R

· Interest:                   Reading and organizing people for resourceful activity

REFERENCES
References will be provided upon request.