Chukwuzitere (Chuzi) Okwaraji
Daytona Beach,FL
Summary
Analytical professional with strong background in private investment identification, analysis and reporting. Detail-oriented team player able to consistently provide results with a steadfast resolve and strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy, and motivated to continually grow through education in order to take on additional responsibilities to support team.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Investment Analyst
Geosam Capital (Family Office)
08.2022 - 11.2023
- Review quarterly and annual filings and produce reports for senior management.
- Building and maintaining detailed company models.
- Analyze companies' financial and operational performance from financial statements and interviews with operators and built proformas and capital structure models.
- Supporting fundamental research into companies, industries, and sub-sectors.
- Perform cash flow modeling and assess various risk scenarios for potential investment opportunities.
- Originate and analyze existing and prospective investments using various performance and risk measurement techniques.
- Enhance portfolio performance through conducting thorough investment research and analysis.
- Reduce risk exposure through diligent monitoring of market trends and economic indicators.
Structured Finance Associate Analyst
Moody's Investor Service
08.2021 - 07.2022
- Performed preliminary credit analysis to support ratings, research, analytical outreach and presentations, following guidance provided by ratings research support team manager.
- Supported credit monitoring/surveillance of issuers.
- Preparing data for surveillance, periodically updating preliminary components of analysis, and initiating/escalating deeper credit reviews
- Prepared financial spreadsheets and charts, analyzing data and financial statements, running models and tools, and writing analytical commentary in accordance with Moody's methodologies.
- Identified trends in data and use analytical ability, applying judgment to form well thought out credit conclusions.
Teller/Lobby Lead
TD Bank
03.2020 - 08.2021
- Initiated bus/dev with clients to effectively promote cross-product services.
- Assumed a leadership role in regular branch meetings with staff, contributing to training, SWOT analyses and strategic planning.
Financial Analysis Intern
Padova Multiservices Inc.
09.2019 - 03.2020
- Analyzed financial data and created financial models for decision support.
- Utilized Microsoft Excel for various calculations, financial statement modeling, and general bookkeeping.
- Prepared and evaluated P&Ls, ensuring GAAP compliance.
Education
Bachelor of Arts - Economics
SUNY Potsdam
Potsdam, NY2019
Skills
- Pref, LP, Mezz & Senior Analysis
- Multiple Regression Analysis, DCFs, Waterfalls
- Proforma Creation, Analysis
- Financial and Operational Reporting
- P&L Audits and Analysis
- GAAP Compliance
Accomplishments
- Omicron Delta Epsilon Economics Honor Society Member
- CFA Level 1
- CFA Level 2 Candidate
- Analyzed and recommended public security; resulting in an ROI of over 25% on a $3 million position.
Volunteer Experience
Holland4Harlem City Council Campaign, New York, NY, 05/01/17, 08/01/17, Dynamic Intern, Effectively solicited for campaign donations through cold calling and canvassing., Networked to elicit additional assistance for various parts of the campaign.
Certification
CFA Level 1
CFA Level 2 Candidate
Languages
English
Native or Bilingual
Nigerian Igbo
Native or Bilingual
Chinese (Mandarin)
Elementary
Software
Power Bi
Excel & Full MSFT Office Suite
Yardi
LBO Modeling & Trading Platforms
CoStar
Affiliations
- Golf
- Gym & Fitness
- Travel
References
References available upon request.
Timeline
Investment Analyst
Geosam Capital (Family Office)
08.2022 - 11.2023
Structured Finance Associate Analyst
Moody's Investor Service
08.2021 - 07.2022
Teller/Lobby Lead
TD Bank
03.2020 - 08.2021
Financial Analysis Intern
Padova Multiservices Inc.
09.2019 - 03.2020
Bachelor of Arts - Economics
SUNY Potsdam