Paul Akabanteng
Bowie,Maryland
Summary
Result-oriented Investment Analyst with a proven track record of success in designing and implementing solutions for successful investment outcomes including optimizing strategies. Analytical thinker and a problem solver with a record of achieving results with limited information working with global clients and partners including those in emerging and frontier markets. Highly skilled in building complex financial and investment models, conducting independent industry, and company research and analysis, spearheading company due diligence, and managing a portfolio of debts, equities, and alternative assets, while improving operational efficiency resulting in increased time savings and risk controls. Possess a deep understanding of capital markets investments, alternative assets markets, client servicing, accounting, and reporting and the important ability to work under pressure and tight schedules.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Investment Anayst
PAC CAPITAL
12.2020 - Current
- Analyzed macroeconomic trends, industry-specific developments, and company fundamentals to evaluate investment decisions.
- Performed due diligence reviews on prospective investments including review of contracts, documents, and financial statements.
- Assisted in portfolio analytics for a $1.3B fund in internal strategies and provided insight on various aspects of strategy, performance, and risk
- Researched industry trends to identify emerging sectors or companies that may offer attractive returns.
- Perfumed due diligence on investment managers, funds, and other alternative investment vehicles.
- Collaborated with portfolio managers and traders to execute investment strategies and monitor portfolio positions.
- Participated in monthly investment committee meetings and reviews through the preparation of schedules and presentations for senior management that communicate operational and financial performance, as well as issues requiring intervention, status updates, and suggested solutions.
Equity Research Analyst
Omega Capital
03.2015 - 07.2019
- Conducted research on a variety of industries, including financials, energy, healthcare, and technology.
- Developed financial models to forecast stock prices and recommend investment strategies for clients.
- Constructed complex valuation models including DCF, and price-to-earnings, to screen and pitch buying/selling opportunities on large-cap and medium-cap companies covering technology, industrial, healthcare, financials, and energy.
- Provided support to portfolio managers in creating optimal portfolios based on risk and return objectives.
- Monitored and analyzed risk/opportunities, and market trends with Morning Star, Bloomberg, Excel, and S&P Capital IQ tools; research results were presented to senior management of client companies leading to business cooperation opportunities.
- Contributed to the production of an internal research report for a top-performing $2B fund, as well as other funds.
Private Banking Support Analyst, Fidelity Bank
Fidelity Bank
10.2013 - 02.2015
- Awarded employee of the year for receiving 92% positive customer reviews by sustaining a customer-oriented attitude while providing measurable results to high net-worth clients.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals, boosting new customer sign-ups by 25% year on year.
- Developed and maintained strong client relationships through regular communication, portfolio reviews, and educational sessions on changes in tax laws.
- Conducted thorough financial analyses, risk assessments, and market research to formulate comprehensive investment plans.
Education
MBA - Finance And Investments
University of North Carolina At Wilmington
Wilmington, NC12-2020
Master of Science - Global Business Strategy
University of Hertfordshire
Hertfordshire, United Kingdom07-2019
Bachelor of Science - Business Studies And Tourism
University of Cape Coast
Cape Coast, Ghana05-2013
Skills
- Capital/Alternative markets research
- Strong quantitative modeling
- Investment Strategies
- Investment risk management
- Excellent verbal and written communication
- Advanced Excel and Presentation skills
- Building complex valuation models
- Strong Investor Relations
- Investment Due diligence
- Financial statement analysis
- Superior attention to detail
- Strong team collaboration
- Superior work ethics
- Critical, Analytical, and Strategic Thinking
Certification
- CFA Level 1 Candidate
- Financial Modeling Certification(CFI)
Timeline
Senior Investment Anayst
PAC CAPITAL
12.2020 - Current
Equity Research Analyst
Omega Capital
03.2015 - 07.2019
Private Banking Support Analyst, Fidelity Bank
Fidelity Bank
10.2013 - 02.2015
MBA - Finance And Investments
University of North Carolina At Wilmington
Master of Science - Global Business Strategy
University of Hertfordshire
Bachelor of Science - Business Studies And Tourism
University of Cape Coast
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