Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Certification
Interests
Timeline
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Dennis Kasuku

Investment Professional
Nairobi

Summary

Accomplished Investment Professional committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in Microsoft Power BI for data analysis, Python Programming, MySQL ,Tableau and R-programming language. Data story telling and visualization.

Overview

11
11
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
2
2
Languages

Work History

Investment Analyst

FCA Investments Ltd
Nairobi
01.2022 - Current
  • Conducted detailed investment analysis, calculations and reports.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.
  • Created and maintained precise and accurate models, charts and reports.
  • Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
  • Developed financial projections and forecasts to guide investment decisions.
  • Conducted due diligence on potential investments and presented findings to investors.
  • Assisted companies with choosing and timing investments for optimal results.
  • Coordinated with financial advisors to develop long-term investment strategies.
  • Researched macroeconomic, industry and company-specific data to inform investment decisions.
  • Developed trading strategies to maximize returns on investments.
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Participated in client meetings to discuss financial analysis and investment strategies.
  • Monitored market trends and news to identify emerging opportunities.
  • Evaluated performance of existing investments and adjusted accordingly.
  • Developed financial models to assess potential investments and identify potential risks.
  • Created financial strategies to optimize portfolio performance and reduce risk.
  • Helped clients make optimal decisions on amounts and timing of capitalization.
  • Presented oral and written reports on general economic trends, individual corporations and entire industries.

Business Banker

KCB Bank Kenya Ltd
Nairobi
03.2020 - 12.2021
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Maintained up-to-date knowledge of competitors' products.
  • Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
  • Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Discussed financial options with clients and provided informed suggestions.
  • Targeted accounts at senior and executive levels and secured funding for future initiatives.
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Created and implemented strategic trading approaches.
  • Prepared contracts and related documentation according to strict standards.
  • Networked to identify potential new clients and expand geographic territories.
  • Worked with clients and finance companies to find optimal solutions for financing.
  • Liaised with customers and funding sources to identify and remove roadblocks to business funding.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Offered competitive commercial banking solutions and retail financing options.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Credit Administration Officer

KCB Bank Kenya Ltd
Nairobi
01.2014 - 03.2020
  • Recommended approval or disapproval of commercial, real estate or credit loans.
  • Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
  • Checked appraisals, title information and insurance documents for each property.
  • Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
  • Devised collection recovery strategies to resolve customer issues and delinquent cases.
  • Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
  • Reviewed and verified income, credit reports and employment histories for each borrower.
  • Used Credit Quest and T24 System to perform credit appraisals, document verification and loan approvals.
  • Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
  • Adhered to banking standards and government lending guidelines for loan services.
  • Organized and finalized loan applications for underwriter review.
  • Obtained and interpreted financial statements to assist in credit limit reviews.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Complied with established internal controls and policies.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Created financial dashboards to provide insights into key performance indicators.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Established and checked coding procedures, monitored reports and updated internal files.

Branch Operations Officer

KCB Bank Kenya Ltd
Nairobi
11.2012 - 12.2013
  • Reviewed new accounts for required documentation.
  • Developed and implemented strategies to deliver quality customer service.
  • Balanced daily cash and ATM, immediately documenting inaccuracies.
  • Monitored performance and completed appraisals for direct reports.
  • Maintained friendly and professional customer interactions.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Resolved various issues impacting sales management and business operations.
  • Consulted customers to boost product sales and services.

Education

Master of Science - Finance And Investments

The University of Nairobi
Kenya
01.2014 - 12.2015

Bachelor of Arts - Business Management

Moi University
Eldoret, Kenya
01.2008 - 08.2012

Skills

Financial and operational reporting

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Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of 5 in the development of project proposal adopted by the organization MMOFmeter.
  • Achieved Investment by completing appraisal and due diligence with accuracy and efficiency.

Software

Microsoft PowerBI

Python for data analysis

MySQL

Tableau

Microsoft Excel

Certification

Business Analyst, IIBA - 12months

Interests

Free Time riding bicycle

Timeline

Business Analyst, IIBA - 12months

08-2024

CFI-FMVA

08-2023

Investment Analyst

FCA Investments Ltd
01.2022 - Current

Business Banker

KCB Bank Kenya Ltd
03.2020 - 12.2021

Certified Public Accountant (CPAK)

11-2017

Credit Administration Officer

KCB Bank Kenya Ltd
01.2014 - 03.2020

Master of Science - Finance And Investments

The University of Nairobi
01.2014 - 12.2015

Branch Operations Officer

KCB Bank Kenya Ltd
11.2012 - 12.2013

Bachelor of Arts - Business Management

Moi University
01.2008 - 08.2012

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Dennis KasukuInvestment Professional