Hi, I’m
Ian Tom Ondu
Nairobi, Nairobi Province
The way to get started is to quit talking and begin doing.
Walt Disney
Summary
Dedicated and results-driven Investment Finance Professional and Data Analytics enthusiast with over 3 years of experience in financial analysis, portfolio management, capital markets, client acquisition and market research. Demonstrated ability to analyze complex financial data, develop investment strategies, and provide actionable recommendations to optimize portfolio performance. Strong background in equity research, fixed income and financial models. Possess exceptional analytical, problem-solving, and communication skills.
Overview
4
years of professional experience
2
Certificate
3
Languages
Work History
Tomvault Limited
Investment Analyst
04.2023 - Current
Job overview
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
- Supported clients during challenging market conditions by offering sound advice backed up by rigorous due diligence processes.
- Increased client satisfaction by providing tailored investment advice and strategies on portfolios worth over 2 million Kenyan Shillings
- Conducted detailed investment analysis, calculations and reports.
- Developed comprehensive financial models to support investment decisions for diverse clientele.
- Met with clients to generate new business and negotiate contracts.
Infoagesolutions Limited
Financial Analyst Intern
10.2022 - 03.2023
Job overview
- Assisted with due diligence efforts during financial planning & forecasting, mitigating risk and maximizing returns on investments.
- Contributed to the development of strategic financial plans, leading to improved long-term business performance.
- Assisted senior financial analysts with complex financial modeling, resulting in more accurate predictions for company growth.
- Developed financial models for projects and presentations such as the FarmersNetwork App from concept to deployment.
- Contributed to a positive work environment by demonstrating enthusiasm, dedication, and strong teamwork abilities throughout the internship experience.
- Assisted in the preparation of financial presentations for both internal and external stakeholders, ensuring clarity and professionalism at all times.
- Performed detailed data analysis to identify areas for cost reduction and increased profitability.
Semuho Real Limited
Real Estate Sales Assistant
02.2020 - 08.2021
Job overview
- Developed strong relationships with clients by providing exceptional customer service and timely communication.
- Negotiated favorable contract terms for clients, resulting in successful closings and increased client satisfaction in over 60 rental properties..
- Streamlined the closing process by coordinating inspections, appraisals, title work, and other necessary documentation in a timely manner.
- Managed multiple transactions simultaneously with attention to detail and organization, meeting all deadlines consistently.
- Maintained an up-to-date knowledge of local market trends, allowing for accurate pricing recommendations for clients.
- Generated leads through networking events, building a strong referral base for future business opportunities.
- Negotiated favorable contract terms for clients, resulting in successful closings and increased client satisfaction.
- Generated leads for sales and rental properties through cold calls and referrals.
Education
Kenyatta UniversityNairobi, Nairobi Province, Kenya
Bachelor of Science from Economics And Finance
04.2026
Corporate Finance InstituteVancouver, British Columbia, Canada
Certification from Capital Markets And Securities Analyst
06.2024
Corporate Finance InstituteVancouver, British Columbia, Canada
Certification from Financial Planning And Wealth Management
05.2024
Maranda High SchoolBondo, Siaya District, Kenya
High School Diploma
11.2017
University Overview
- KCSE, A- (79 points)
Skills
Financial Analysis & Reporting
Comparative Analysis
Portfolio Management
Financial Modeling and Valuation
Equity research
Problem-solving skills
Verbal and written communication
Creative Thinking
Analytical Thinking
Accomplishments
- Spearheaded the monetization and financial framework of the FarmersNetwork Application, resulting in a sustainable revenue model and enhanced financial stability for the platform.
- In 2023, obtained $15,000 of investment capital for Tomvault Limited.
- Optimized procedures in Real Estate Rent Roll Allocation, increasing collection by 30%.
- Improved Data Visualization and Analysis through implementing Excel Dashboards for Expenses and Income at Semuho Real Limited.
Affiliations
- World Youth Alliance(WYA)
- CFI Community
Certification
- Certified Financial Planning and Wealth Management Professional, Corporate Finance Institute.
- Certified Capital Markets and Securities Analyst, Corporate Finance Institute.
Languages
Swahili
Native language
English
Proficient
C2
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Investment Analyst
Tomvault Limited
04.2023 - Current
Financial Analyst Intern
Infoagesolutions Limited
10.2022 - 03.2023
Real Estate Sales Assistant
Semuho Real Limited
02.2020 - 08.2021
Kenyatta University
Bachelor of Science from Economics And Finance
Corporate Finance Institute
Certification from Capital Markets And Securities Analyst
Corporate Finance Institute
Certification from Financial Planning And Wealth Management
Maranda High School
High School Diploma
Tennis, Travelling, Reading
- Travelling: I enjoy exploring new cultures and regions, which broadens my perspective and understanding of different subjects. This interest has also helped me develop a keen sense of adaptability and cultural awareness.
- Fitness and Outdoor Activities: I am an avid runner and also enjoy participating in tennis and hiking. These activities keep me physically fit, improve my endurance, and enhance my mental resilience.
- Reading: Reading is a hobby that I deeply enjoy and prioritize. I regularly read books, articles, and journals on a variety of topics, including finance, economics, history, and literature. This habit keeps me informed about the latest industry trends, enhances my knowledge base, and stimulates critical thinking.
Tennis, Travelling, Reading
- Travelling: I enjoy exploring new cultures and regions, which broadens my perspective and understanding of different subjects. This interest has also helped me develop a keen sense of adaptability and cultural awareness.
- Fitness and Outdoor Activities: I am an avid runner and also enjoy participating in tennis and hiking. These activities keep me physically fit, improve my endurance, and enhance my mental resilience.
- Reading: Reading is a hobby that I deeply enjoy and prioritize. I regularly read books, articles, and journals on a variety of topics, including finance, economics, history, and literature. This habit keeps me informed about the latest industry trends, enhances my knowledge base, and stimulates critical thinking.
Tennis, Travelling, Reading
- Travelling: I enjoy exploring new cultures and regions, which broadens my perspective and understanding of different subjects. This interest has also helped me develop a keen sense of adaptability and cultural awareness.
- Fitness and Outdoor Activities: I am an avid runner and also enjoy participating in tennis and hiking. These activities keep me physically fit, improve my endurance, and enhance my mental resilience.
- Reading: Reading is a hobby that I deeply enjoy and prioritize. I regularly read books, articles, and journals on a variety of topics, including finance, economics, history, and literature. This habit keeps me informed about the latest industry trends, enhances my knowledge base, and stimulates critical thinking.
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