James Mungai

Responsible for initiating coverage of up to eight forecasted financial models in Excel by performing fundamental analysis and valuations in support of capital markets investment instruments. Spearheaded in reporting all company analysis and forecasting and making inferences on market research, industry, and economy to aid in broader decision making and trading insights. Offered corporate access and/or teleconferencing opportunities with listed entities on behalf of clients which helps build relationship with industry peers and management. Undertake detailed economic, sectorial and company research analysis in relation to capital markets products by ensuring the integrity of data gathering and the correct interpretation of market research findings. Responsible for preparation of monthly and quarterly update on financial and performance analysis including variance analysis within the business for board presentation by the business head. Responsible for preparing and managing information requests, Request for Proposals and investor due diligence for new mandates as needed by institutional clients and other broker dealers. Supporting the business development team in enhancing ethical business plans geared towards organization growth by originating market research reports in support of client investment ideas. Collaborate with the strategy team to determine key priority plans for client engagement and guided in selection of potential investments for analysis and investment as well as completing and responding to bespoke and ad-hoc client specific requests to help improve client relation. Analyzing and synthesizing financial and operating information about companies and sectors in order to gain insights and develop opportunities for clients by keeping up to date on industry and sector trends and research methodologies. Act as a consultant to the Dealers by understanding the financial markets and providing them with actionable research findings of key market trends and opportunities as well as monitoring securities market performance and interpreting financial reports as necessary.

• Excelled as the sole and lead analyst responsible for initiating coverage of up to eight forecasted financial models in Excel through fundamental analysis and valuations in allocated sectors. Drafted comprehensive reports for client presentations.

• Prepared monthly and quarterly financial and performance analysis, including variance analysis, within the business for board presentation by the business head.

• Spearheaded the reporting of all company analysis and forecasting, making inferences on market research, industry trends, and the economy to aid in broader decision-making.

• Facilitated corporate access and teleconferencing opportunities with listed entities on behalf of clients, building relationships with industry peers and management.

• Collaborated with the strategy team to determine key priority plans for client engagement and guided the selection of potential investments for analysis and investment. Responded to bespoke, ad hoc client-specific requests to improve client relations.

• Conducted earnings updates for different listed companies and formed opinions to provide clients with better trading insights through financial analysis.

• Led the preparation of Request for Proposals and broker due diligence responses for the business at high quality standards, as needed by institutional clients and other broker dealers.

Analyzed and screened potential investments by conducting credit analysis review for different corporate bond issuers to either participate or not participate in the paper offered. Assisted portfolio managers in organizing and preparing and drafting quarterly investment reports and performance metrics for client presentation. Performed independent investment research on assigned areas and undertook financial analysis on various listed companies for use by the investment team in making insightful decisions. Conducted market research and drafted monthly macroeconomic report for my team’s use as well as assisting the risk officer in making sure due diligence of KYC/AML forms for the clients are compliant thus improving compliance ratio to 92%. Support the team in various analysis for decision making by examining earlier investment decisions.