Maureen Nafula
Investment Analyst
Nairobi
Summary
Dedicated professional with strong analytical skills aimed at streamlining operations to promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
10
10
years of professional experience
Work History
Investment Analyst
The National Treasury
02.2021 - Current
- State Corporations' budgets review and analysis
- Review State Corporations' requests and give recommendations for implementation
- Participate in State Corporations' performance contracts negotiations
- Guide State Corporations' in submitting statutory reports to the National Treasury
- Attend Public Investment Committees and attend to any issues raised in regards to State Corporations' and National Treasury.
- Monitor financial and operational performance of state corporations based on financial and key performance indicators;
- Evaluate annual audited reports and achievement of annual performance targets of state-corporations;
- Monitor financial and operational performance of State Corporations based on financial and operational key performance Indicators including investments made by government investment enterprise;
- Monitoring of state corporations approved budget execution through quarterly financial reports;
- Recommending approval of state corporations' budgets, corporate plans and other strategic undertakings; and
- Preparation of on-lending, on-granting agreements and guarantee documents to state corporations to implement strategic investments for Government;
Senior Relationship Officer
SMEP Microfinance Bank
10.2016 - 01.2021
- Responsible for client evaluations and loan processing;
- Responsible for maintaining a quality asset portfolio as per the Banks requirements;
- Responsible for recording, verifying and assessing the securities offered for loans with assistance of the Branch Manager;
- Stimulate client training on lending policies, procedures and basic business skills, loans and business operations;
- Responsible for record keeping for all clients e.g. Savings, loan status;
- Responsible to evaluate clients' businesses and determine whether they are worth the amount applied for; and
- Ensure client retention through excellent customer service.
- Due to my quick learning skills, I was able to quickly acquire the skills of credit management and group management in a span of less than 6 months whereby I was able to turn around a poorly performing portfolio to one of the best in the company am currently working for.
Credit Analyst
SMEP Microfinance Bank
08.2014 - 09.2016
- Analyze and evaluate loan applications (financial data, credit reports and Cash Analysis) to ensure compliance to the lending policies;
- · Identify problems, potential problems with credit information obtained and coordinate with the necessary party to resolve the problems;
- · Understand Bank's lending policies and identify exceptions and non compliance with loan covenants while performing credit analysis;
- · Analyzed credit and financial information (e.g., credit reports, tax returns, financial statements, etc.) to determine risk involved in lending money to Small and Medium Scale Enterprise, and individual borrowers;
- · Established high standards of credit analysis and ensure adherence to the same at all times in collaboration with the Team Leader; and
- · Ensured that lending policies and procedures, including sector concentration limits are adhered to.
Education
Bachelor of Arts - Economics And Finance
Kenyatta University
Nairobi 04.2001 -
CPA
KASNEB
NairobiCertificate - Financing & Reporting Government Capital Projects
Institute of Certified Investment & Fin Analysts
04.2001 -
Certificate - Investments And Wealth Creation in Africa
Institute of Certified Investment & Fin Analysts
Nairobi 04.2001 -
Certificate - Advanced Debt Management And Analytical Tools
Kenya School of Monetary Studies
Nairobi 04.2001 -
Certificate - Kenya Certificate of Secondary Education
Butere Girls High School
Butere 04.2001 -
Skills
Statistical and analytical skills
undefinedAffiliations
Member of the Economist Society of Kenya
Timeline
Investment Analyst
The National Treasury
02.2021 - Current
Senior Relationship Officer
SMEP Microfinance Bank
10.2016 - 01.2021
Credit Analyst
SMEP Microfinance Bank
08.2014 - 09.2016
Bachelor of Arts - Economics And Finance
Kenyatta University
04.2001 -
Certificate - Financing & Reporting Government Capital Projects
Institute of Certified Investment & Fin Analysts
04.2001 -
Certificate - Investments And Wealth Creation in Africa
Institute of Certified Investment & Fin Analysts
04.2001 -
Certificate - Advanced Debt Management And Analytical Tools
Kenya School of Monetary Studies
04.2001 -
Certificate - Kenya Certificate of Secondary Education
Butere Girls High School
04.2001 -
CPA
KASNEB
Similar Profiles
Barbra RotichBarbra Rotich
Accounts Assistant- Intern at The National TreasuryAccounts Assistant- Intern at The National Treasury
Thabo MankgaThabo Mankga
Financial Analyst at National TreasuryFinancial Analyst at National Treasury
CPA JOSPHAT SAMOEICPA JOSPHAT SAMOEI
Assistant Internal Auditor General at The National Treasury and Economic PlanningAssistant Internal Auditor General at The National Treasury and Economic Planning