Eric Nakevu

Senior Portfolio Analyst @Futureview Group

NG

Privately Managed Funds\\\\n Overseeing operations of privately managed clients (all discretionary and non-discretionary funds)\\\\n Portfolio rebalancing of privately managed accounts\\\\n Worked as an integral part of the team in executing client’s transactions.\\\\n Preparation of portfolio reports for clients\\\\n Financial advisory and investment opportunity analysis on all investment class under our review.\\\\n Reconciliation of our clients’ accounts\\\\n\\\\nMutual Funds\\\\n Responsible for running daily valuations on the funds to aid investment decision\\\\n Preparation and dispatch of reports to the Securities and Exchange Commission (SEC). This includes weekly reports, monthly reports, quarterly reports and other reports as required.\\\\n Investment valuation and reviews of all Asset class in the mutual funds. This includes but is not limited to all equities investment, Fixed income investment and other investments) as deemed fit and under my purview in accordance to the agreed trust deed.\\\\n Reporting to FMAN (Fund managers association of Nigeria) on all Mutual fund activities as requested by the regulatory body. This includes reports, conferences, trainings and information on new market trends.\\\\n Coordination of investment committee meeting held quarterly to deliberate on the mutual fund performance and the way forward.\\\\n Overseeing market research to enable optimum investment decision on all investment class to edge better portfolio performance week on week as reported and seen by the SEC.\\\\n Liaising with the Custodians and Registrars to the fund on issues relating to the Mutual funds as they come up. This may relate to trading, funding for investments, and confirmation of liquidity position to aid decision among others.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Delta State University, Nigeria

Economics

University of Benin

Business Administration