Experienced investment professional with a proven track record of managing portfolios exceeding US$150 million in assets under management (AUM). Specializes in financial and economic analysis, investment appraisal, and portfolio management. Holds a Bachelor of Arts in Economics/Mathematics from the University of Zambia, as well as certifications as a Chartered Alternative Investment Analyst (CAIA) Charter Holder and a certified Financial Risk Manager (FRM). Currently pursuing an MSc in Economics and Finance and a MA in Economics (Health Economics). In the current role as a Portfolio Analyst at ZCCM-Investments Holdings, leverages expertise in deal structuring, asset pricing and valuation, and financial modeling across diverse sectors including Banking, Mining, and Energy. Proficient in valuation models such as DCF and LBO, enhancing decision-making. Recognized for strategic insights, managing comprehensive portfolios, and delivering impactful investment recommendations. A collaborative team player focused on achieving results and adapting to evolving market conditions. Key skills include financial analysis, risk assessment, and effective communication.
Proficiency with Microsoft Office package
· I was on the NAPSA investment team that oversaw a US$290 million loan for the Kafue Gorge Lower Hydropower Project, adding 750 megawatts to Zambia’s grid. My responsibilities included preparing transaction documents, managing project drawdowns, and handling receivables as collateral
· I was involved in a NAPSA team managing a US$230 million loan to the National Road Development Fund (NRFA) for constructing toll gates on Zambia’s highways, aimed at funding road maintenance and toll collection from motorists.
· Successfully managed a fund of circa US$150 million at Workers Compensation Fund Control Board.