Summary
Overview
Work History
Education
Skills
Education
Personal Information
References
Nrc
Accomplishments
Affiliations
Timeline
Generic

SUZYO S. LUHANGA

Lusaka

Summary

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.

Overview

15
15
years of professional experience

Work History

Portfolio Analyst Non-Mining Assets

ZCCM-Investments Holdings
05.2022 - Current
  • Conduct research to support the analysis of the performance of investee and subsidiary companies
  • Research new portfolio construction techniques and approaches
  • Analyze financial performance in relation to the balance sheet, profit and loss, and cash flow statements against business plan models
  • Stay updated with market developments, new investment products, and emerging market trends
  • Monitor financial news using specialized media sources, focusing on company-specific news and key economic variables impacting investee companies
  • Ensure maintenance of investment concentration and exposure limits
  • Develop investment strategies, analyze portfolio attribution, and apply risk management techniques
  • Prepare research reports and present investment ideas to the investments team
  • Evaluate and provide recommendations on the performance of assigned investee companies, including decisions regarding investment retention in the portfolio
  • Generate detailed quarterly reporting packs to facilitate investment team discussions and support investment, reinvestment, or disinvestment decisions

Investments Officer-Treasury Operations

National Pension Scheme Authority
08.2018 - 04.2022
  • Prepared monthly maturity ladder and cash flow forecast to facilitate smooth investment planning and maintain sufficient liquidity
  • Ensured accurate maintenance and tracking of the portfolio, comprising Fixed Income, Equities, Alternative Investments (Properties, Infrastructure, Private Equity, and SPEs), and Cash, with regular reporting
  • Monitored the business environment and reported potential incidences that could lead to financial risks, updating the Directorate Risk Register accordingly
  • Conducted thorough assessment of collateral to cover investments, ensuring adequate collateral is obtained before extending funds to counterparties to effectively manage counterparty credit risk
  • Assisted in the development of policies and procedures, such as business continuity plans, in collaboration with the risk department
  • Contributed to the implementation of an investment strategy for the NAPSA fund, aligning with the overall investment strategy to maximize returns for member funds

Investment Analyst

Workers Compensation Fund Control Board
02.2016 - 07.2018
  • Analysed markets and financial information to provide insights on market trends and investment opportunities to the Investment Manager
  • Conducted effective research and analysis of financial and market data to identify and evaluate investment opportunities, ensuring timely production of reports
  • Performed due diligence on markets and investment opportunities by researching and analyzing financial statements and market data, producing comprehensive reports
  • Assessed the current status and viability of various companies by conducting in-depth analysis of financial information, including company results, profit and loss statements, balance sheets, and cash flow statements
  • Delivered effective investment recommendations by staying updated on economic market trends and influential factors, both locally and internationally
  • Proactively conducted ad-hoc research on new and promising investment opportunities and provided key advice
  • Facilitated informed decision-making by providing valuable insights on maturity profiles of investments
  • Provided support in monitoring and reporting on performance and assets under management on a regular basis
  • Ensured timely and accurate updating of the system with investment transactions
  • Implemented an effective tracking system for investment income, ensuring timely receipting and reconciliation

Economist

Competition and Consumer Protection Commission
09.2014 - 01.2016
  • Promoted fair market play by actively supporting the monitoring and review of monopolies and concentrations of economic power
  • Reviewed market operations and conducted analyses of anti-competitive trade practices
  • Conducted periodic economic analyses and industry monitoring studies, generating comprehensive reports to facilitate informed decision-making
  • Ensured the timely compilation and production of comprehensive reports on case investigations
  • Provided administrative support as assigned, fulfilling various tasks as needed

Business Analyst

Atlas Mara Zambia (Corporate Banking)
12.2011 - 08.2013
  • Developed and maintained corporate business relations to provide networking support
  • Assisted in identifying business opportunities within existing relationships
  • Assessed risk involvement by conducting thorough analysis of credit information and financial statements of potential business clients
  • Prepared credit appraisals or credit papers with respect to term loans, overdrafts, Letters of Credit, invoice discounting and guarantees to facilitate effective decision-making
  • Evaluated creditworthiness of accounts through rigorous risk assessments and management of credit facilities
  • Proactively identified business requirements and designed suitable product solutions to enhance customer satisfaction
  • Monitored account performance and facility utilization, generating monthly reports on excesses or arrears on customer accounts
  • Reviewed individual and commercial customer files to identify and select delinquent accounts for collection

Assistant Investment Officer

Atlas Mara Zambia Unit Trust
05.2010 - 11.2011
  • Provided crucial support in analyzing industrial trends and generating comprehensive reports to facilitate efficient decision-making
  • Managed accounts effectively by monitoring portfolio activities and analyzing performance
  • Developed and recommended appropriate strategies to maximize investment returns
  • Assisted in analyzing and preparing periodic cash flow projections
  • Conducted research on investment options and participated in special investment-related projects as assigned

Education

MSc. - Economics & Finance

University of Lusaka
06.2025

Master of Arts - Economics

University of Zambia
05.2025

MBA - Finance

The Copperbelt University
12.2024

Chartered Financial Analyst - Level II Candidate

CFA Institute-USA
11.2024

Chartered Alternative Investment Analyst -

Chartered Alternative Investment Analyst Association-USA
05.2024

Certified Treasury Professional -

Association for Financial Professionals-USA
01.2024

Associate of the Chartered Institute of Management Accountants -

04.2023

Financial Modelling & Valuation Analyst -

Corporate Finance Institute-USA
03.2023

Certified Financial Risk Manager -

Global Association of Risk Managers-USA
01.2023

BA - Economics & Statistics

The University of Zambia
08.2010

Skills

    Proficiency with Microsoft Office package

  • Treasury Management
  • Treasury operations/dealing
  • Financial Analysis
  • In-depth knowledge of financial markets & products
  • Research Skills
  • Report writing skills
  • Business presentation skills
  • Market Trend Analysis
  • Financial modelling & projections
  • Investment appraisal skills
  • Credit Analysis
  • Business Analysis
  • Industry Analysis
  • Business Valuation
  • Asset pricing
  • Corporate Finance
  • Portfolio Management
  • Structured Finance
  • Investor relations
  • Asset performance evaluation
  • Risk Modelling
  • Financial Risk Management
  • Client relationship Management
  • Negotiation Skills
  • Asset Allocation
  • Fixed Income Analysis
  • Investment strategies
  • Alternative Investments
  • Analyzing investment opportunities
  • Financial Due Diligence
  • Derivatives knowledge
  • Performance attribution
  • Identifying opportunities
  • Risk analysis reporting
  • Making investment recommendations
  • Portfolio strategy
  • Equity Analysis
  • Valuation reports
  • Investment reviews
  • Investment strategy
  • Financial statement analysis
  • Performance Evaluation
  • Valuation Techniques
  • Due diligence
  • Risk Management
  • Cash Flow analysis

Education

  • MBA (Finance), The Copperbelt University, 12/01/24
  • Master of Arts (Economics), University of Zambia, 05/01/25
  • MSc. Economics & Finance (Finance), University of Lusaka, 06/01/25
  • Chartered Financial Analyst (CFA) Level II Candidate, CFA Institute-USA, 11/01/24
  • Chartered Alternative Investment Analyst (CAIA), CAIA Association-USA, 05/01/24
  • Certified Financial Risk Manager (FRM), Global Association of Risk Managers-USA, 01/01/23
  • Certified Treasury Professional (CTP), Association for Financial Professionals-USA, 01/01/24
  • Financial Modelling & Valuation Analyst (FMVA), Corporate Finance Institute-USA, 03/01/23
  • Associate of the Chartered Institute of Management Accountants (ACMA, CGMA), 04/01/23
  • BA. Economics & Statistics, The University of Zambia, 08/01/10

Personal Information

  • Date of Birth: 11/19/86
  • Gender: Male
  • Nationality: Zambian
  • Marital Status: Married

References

  • Ms. Mambwe Chibale, Chief Investments Officer, Prudential Pension Management Zambia, Plot Number 32256, Lusaka, Lusaka, +260-957-359368
  • Mr. Brian Musonda, Chief Investments Officer, ZCCM-Investments Holdings Plc, P.O. Box 30048, Lusaka, Lusaka, +260-955-959411
  • Mr. Bryson Kacha, Portfolio Manager-Base Metals & Legacy, ZCCM-Investments Holdings Plc, P.O. Box 30048, Lusaka, Lusaka, +260-976-135202

Nrc

244529/31/1

Accomplishments

  • Collaborated with team of [Number] in the development of [Project name].
  • Achieved [Result] by introducing [Software] for [Type] tasks.· As the lead analyst for ZCCM-IH on the Maamba Phase II expansion project, I was responsible for drafting equity and debt investment papers for a project adding 300 megawatts and valued at USD 400 million, ensuring board approval. I also played a crucial role in negotiating terms with Maamba and the lead arranger, Stockbrokers Zambia.

· 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.

Affiliations

  • ZICA
  • CIMA

Timeline

Portfolio Analyst Non-Mining Assets

ZCCM-Investments Holdings
05.2022 - Current

Investments Officer-Treasury Operations

National Pension Scheme Authority
08.2018 - 04.2022

Investment Analyst

Workers Compensation Fund Control Board
02.2016 - 07.2018

Economist

Competition and Consumer Protection Commission
09.2014 - 01.2016

Business Analyst

Atlas Mara Zambia (Corporate Banking)
12.2011 - 08.2013

Assistant Investment Officer

Atlas Mara Zambia Unit Trust
05.2010 - 11.2011

Master of Arts - Economics

University of Zambia

MBA - Finance

The Copperbelt University

Chartered Financial Analyst - Level II Candidate

CFA Institute-USA

Chartered Alternative Investment Analyst -

Chartered Alternative Investment Analyst Association-USA

Certified Treasury Professional -

Association for Financial Professionals-USA

Associate of the Chartered Institute of Management Accountants -

Financial Modelling & Valuation Analyst -

Corporate Finance Institute-USA

Certified Financial Risk Manager -

Global Association of Risk Managers-USA

BA - Economics & Statistics

The University of Zambia

MSc. - Economics & Finance

University of Lusaka
SUZYO S. LUHANGA