Summary
Overview
Work History
Education
Skills
Accomplishments
Professionalcourses
Professionalgroups
Community Service
References
Languages
Timeline
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Loretta Nyarko

Rochester,NY

Summary

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

7
7
years of professional experience

Work History

Graduate Research Assistant

GOLISANO INSTITUTE OF SUSTAINABILITY
08.2023 - Current
  • Analyzed electricity consumption data for countries in SSA to assess trends in consumption over time
  • Contributed to the development of research proposals, securing funding for critical projects.
  • Enhanced research quality by conducting thorough literature reviews and synthesizing findings.
  • Participate in regular meetings with project supervisor, providing progress updates and discussing potential challenges or areas for improvement.
  • Performing administrative and research duties per professor request.

Portfolio Analyst

UNITED PENSION TRUSTEES
09.2017 - 08.2023
  • Liaised with fund managers to make asset allocation decisions and also worked with banks to process claims and settle investments.
  • Performed daily valuations, reconciliation and compliance checks on the schemes managed by me.
  • Prepared monthly investment reports and quarterly financial Statement analysis reports to the National Pensions Regulatory Authority.
  • Supported senior management in making informed decisions through the generation of detailed reports and presentations.
  • Evaluated potential investment opportunities, conducting in-depth due diligence on companies and industries.
  • Prepared quarterly reports for clients and attended client presentations.
  • Kept up to date information on relevant investment, financial, economic and political development that may affect the financial market and investment returns of the schemes.

Education

Ph.D. - Sustainability

ROCHESTER INSTITUTE OF TECHNOLOGY
Rochester, NY
05.2027

Bachelor of Science - Actuarial Science

KWAME NKRUMAH UNIVERSITY OF SCIENCE AND TECHNOLOGY
Kumasi, Ghana
05.2015

Skills

  • Data Analysis
  • Portfolio and investment Management
  • Risk assessment
  • Presentation
  • Team work
  • Microsoft office
  • Python
  • Fundmaster
  • Research
  • Tableau
  • Analytica

Accomplishments

    Outstanding Portfolio Analyst of the year 2019-2022. (Out of 5 Portfolio Analysts) , Employer: United Pension Trustees.

    Outstanding Employee of the year 2018. (Out of 42 employees) , Employer: United Pension Trustees.

Professionalcourses

CFA Institute, I have passed the CFA level 1 exams. December 2018.

Professionalgroups

  • CFA Society Ghana
  • Electricity Growth and Use in Developing Economies-E-Guide.

Community Service

Member, The Head of State Awards Scheme, Ghana, 2008 - 2011, Participated in a hiking program to 3 rural communities to identify issues faced by them and further reported findings to policymakers.

References

  • Felix Nyame Ntiamoah, felix.ntiamoah@upt.com.gh, Head of Operations Department, United Pension Trustees
  • Dr. Nathan Williams, njwgis@rit.edu, Assistant Professor, Golisano Institute of Technology

Languages

English
Native or Bilingual

Timeline

Graduate Research Assistant

GOLISANO INSTITUTE OF SUSTAINABILITY
08.2023 - Current

Portfolio Analyst

UNITED PENSION TRUSTEES
09.2017 - 08.2023

Ph.D. - Sustainability

ROCHESTER INSTITUTE OF TECHNOLOGY

Bachelor of Science - Actuarial Science

KWAME NKRUMAH UNIVERSITY OF SCIENCE AND TECHNOLOGY
Loretta Nyarko