FactSet
MERCY NAKITARE
Investment Analyst
Nairobi,Nairobi
Summary
Highly driven and ambitious finance professional with a passion for investment, research, and global markets. Collaborative and skilled in working with others to achieve objectives with excellence. Known for dependability and honesty. Seeking new responsibilities in a competitive and dynamic organization. Eager to gain exposure and contribute to shaping future needs.
Overview
6
6
years of professional experience
3
3
Certification
Work History
Finance Assistant
TSG Hospitality Ltd
01.2023 - 05.2024
- Assisted with preparation of monthly financial statements and reports to inform management.
- Bank Reconciliation – Conduct regular bank statement reconciliations to ensure financial accuracy and promptly resolve discrepancies.
- Collaborate with finance manager to support budgeting processes, providing financial data and analysis.
- Communication and Team Collaboration - Communicate professionally with stakeholders, including vendors, clients, and cross-functional teams, on financial matters.
- Processed daily financial transactions in support of finance team objectives.
- Supported the finance team by processing invoices and expense claims promptly and accurately.
Investment Analyst
PineHill Consulting
09.2021 - 12.2022
- Researched and analyzed financial markets, economic trends, and industry-specific data to provide insights for investment decision-making.
- Developed and maintained complex financial models to assess the financial performance and valuation of potential investments.
- Monitored and managed investment portfolios, ensuring alignment with investment strategies and risk tolerance.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients' financial goals and risk tolerance levels.
- Conducted detailed investment analysis, calculations and reports.
- Enhanced portfolio performance by conducting thorough investment research and analysis.
Finance Assistant
Kenya Livestock Breeders Association
01.2018 - 08.2021
- Developed and analyzed various budgets and performed financial statement analysis.
- Supported the finance team in producing accurate month-end reports and analyses.
- Aided in the development of long-term financial plans by compiling data and conducting research on industry trends.
- Participated in strategic planning sessions as an active contributor, offering valuable insights from a financial perspective.
- Conducted insightful financial analyses to support decision-making processes within the organization.
- Expanded knowledge of financial systems by participating in training sessions and workshops regularly.
Education
Certified Investment and Financial Analyst (CIFA) -
Star College of Management
08.2022
Financial Modeling and Valuation Analyst (FMVA) -
Corporate Finance Institute
08.2022
Master of Science, Finance -
University of Nairobi
12.2019
Bachelor of Commerce, Finance -
South Eastern Kenya University
12.2015
Skills
- Attention To Detail
- Interpersonal Skills
- Problem solving skills
- Organizational Skills
- Microsoft Office Suite
- Financial statement analysis
- Financial Modeling and Valuation
- Excellent Communicator and Teamwork
Certification
- Certified Investment and Financial Analyst, CIFA
- Capital Markets and Securities Analyst, CMSA – Ongoing
- Financial Planning & Wealth Management Professional (FPWM) - Ongoing
- Financial Modeling & Valuation Analyst Certification(FMVA®)- Corporate Finance Institute.
Affiliations
- Associate Member – Institute of Certified Investment and Financial Analyst, ICIFA
- Student Member – Corporate Finance Institute, CFI
Accomplishments
- Facilitated new customer service initiatives that resulted in a 32% improvement in satisfaction ratings.
- Collaborated with team of 6 people in the development of Kariga Kigiti Financial model.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteImportant To Me
Work-life balanceFlexible work hoursPersonal development programsCareer advancementQuote
Embrace the unknown, for it holds the key to endless possibilities.
Software
Advanced Excel
Languages
English
Bilingual or Proficient (C2)
Swahili
Bilingual or Proficient (C2)
Interests
Enthusiast of data-driven decision-making, with a strong focus on financial modeling and quantitative analysis
Timeline
Finance Assistant
TSG Hospitality Ltd
01.2023 - 05.2024
Investment Analyst
PineHill Consulting
09.2021 - 12.2022
Finance Assistant
Kenya Livestock Breeders Association
01.2018 - 08.2021
Certified Investment and Financial Analyst (CIFA) -
Star College of Management
Financial Modeling and Valuation Analyst (FMVA) -
Corporate Finance Institute
Master of Science, Finance -
University of Nairobi
Bachelor of Commerce, Finance -
South Eastern Kenya University
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