Kareem Manning
Investment And Finance Professional
63 Magnolia Road, Southview,Christ Church
Summary
An industrious and highly motivated finance and investment professional with over a decade experience in the financial services sector. A proven track record of demonstrated competence in investment management, corporate and commercial finance, expert financial analysis and banking and securities regulation. Thoroughly impassioned to drive business development initiatives in an effort to promote growth and achieve both individual and corporate goals.
Overview
8
8
years of professional experience
Work History
Portfolio Manager
Sagicor Life Inc. & Sagicor Asset Management Inc
Barbados
2020.12 - Current
- Enhanced portfolio performance of multi-currency pension and insurance investment portfolios valued in excess of $3 billion Barbados Dollars (USD 1.5 billion) by implementing effective investment strategies and risk management techniques to ensure compliance with asset and other policy limits.
- Effectively structured an investment portfolio for The Sagicor Renewable Energy Fund; including setting appropriate defensive and hedging strategies.
- Preparation and presentation of comprehensive Investment Performance Management reports to The Sagicor Life Inc. Investment Risk Committee (IRC), Asset and Liability Committee (ALCO) and to The Sagicor Asset Management Inc. Board of Directors.
- Preparation of quarterly investment commentary and annual chairman statement for published annual reports.
- Performs continuous evaluation of economic and fiscal circumstances of local, regional and external markets to assess potential adverse impact on invested assets; also not limited to legal, tax or compliance changes.
- Manages liquidity requirements for investment portfolios by maintaining close relationships with Treasury and Pension Teams, to map out cash flow requirements to accommodate any necessary asset rebalancing.
- Thoroughly assesses credit risk, interest rate risk, market risk and other investment risks to facilitate sound financial and investment judgement for new investment opportunities and existing portfolio strategies.
- Evaluated potential investment opportunities not limited to public and private equity and debt, real estate, residential and commercial mortgages and alternative investments such as private equity funds or hedge funds as part of broader effort to diversify investment portfolios.
- Contributes to business development initiatives through cross-selling of other business products and services and providing marketing input on campaigns and product launches.
- Assists with audit, finance, regulatory and other administrative matters related to operation of investment portfolios.
Senior Analyst Corporate Credit
Republic Bank (Barbados) Limited
2019.03 - 2020.12
- Performed portfolio management responsibilities in conformity with Bank systems and procedures which included provision of credit solutions, annual credit reviews and monthly reporting with aim of reducing credit risk
- Experienced in managing a corporate portfolio valued in excess of BDS$180M
- Monitored a corporate credit portfolio to facilitate adequate protection of Bank assets and compliance with Bank policies and Central Bank regulations.
- Aggressively created new business opportunities while meeting yearly target expectations.
- Proven track record of maintaining exceptional client rapport and excellent customer service to clients such as senior business executives and high net worth individuals.
- Reviewed contracts and bidding packages to facilitate extension of bank guarantees, bid bonds, performance bonds & other contingent security.
Senior Analyst Commercial Credit
Republic Bank (Barbados) Limited
2017.01 - 2019.03
- Provided direct support to Commercial Credit Manager in making credit decisions and/or providing credit solutions to new or existing credit risk.
- Successfully managed portfolios of commercial clients under various sectors
- Actively engaged in marketing strategies to maintain asset quality and contribute to growth of the portfolio.
- Provided guidance to junior credit analysts inclusive of financial analysis, credit proposal writing and other functional areas.
- Completed performance appraisal reports and conducted performance assessment meetings with Junior Analysts
- Cross-sold product line to support portfolio growth of merchant services, credit card services, treasury and other bank products.
Analyst Commercial Credit
Republic Bank (Barbados) Limited
2016.05 - 2017.01
- Performed credit risk analysis of commercial and corporate credit accounts.
- Prepared new business credit proposals inclusive of financial analysis, cash flow analysis and conducting stress testing scenarios
- Successfully maintained credit portfolio, which involved assessment of delinquency, security and high-risk accounts.
Education
Master of Science - Investment And Finance
Queen Mary University of London
London 2001.05 -
Bachelor of Science - Banking And Finance
University of The West Indies - Cave Hill Campus
Barbados 2001.05 -
Associate of Science - General Studies
Queen's College Secondary School
Barbados 2001.05 -
Skills
Sound knowledge of FATCA and AML/CTF compliance
undefinedAccomplishments
- Managing Director's Spirit of Republic Bank (Barbados) Ltd Award
- Republic Bank (Barbados) Ltd Corporate Credit Team Spirit Award
Key Interests
- Investment and Portfolio Management
- Corporate Finance
- Project Management and Financing
- Fundamental & Technical Analysis
- Business Development
- Relationship Management
Timeline
Portfolio Manager
Sagicor Life Inc. & Sagicor Asset Management Inc
2020.12 - Current
Senior Analyst Corporate Credit
Republic Bank (Barbados) Limited
2019.03 - 2020.12
Senior Analyst Commercial Credit
Republic Bank (Barbados) Limited
2017.01 - 2019.03
Analyst Commercial Credit
Republic Bank (Barbados) Limited
2016.05 - 2017.01
Master of Science - Investment And Finance
Queen Mary University of London
2001.05 -
Bachelor of Science - Banking And Finance
University of The West Indies - Cave Hill Campus
2001.05 -
Associate of Science - General Studies
Queen's College Secondary School
2001.05 -
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