Lawrence Karanja, MCSI

Lawrence Karanja, MCSI

Accountant

Followers of Lawrence Karanja, MCSI792 followers
location of Lawrence Karanja, MCSIKenya

Connect with Lawrence Karanja, MCSI to Send Message

Connect

Connect with Lawrence Karanja, MCSI to Send Message

Connect
  • Timeline

  • About me

    Senior Technical Product Manager, Save & Invest

  • Education

    • Kenyatta University

      2015 - 2021
      Master of Business Administration (M.B.A.) (Ongoing) Finance and Financial Management Services Ongoing

      The course is a graduate degree that provides theoretical and practical training for a better understanding of general business management functions in particular Finance Management.

    • Jomo Kenyatta University of Agriculture and Technology

      2004 - 2007
      Bachelor of Commerce (B.Com.) Finance, General
  • Experience

    • Dyer and Blair Investment Bank

      May 2007 - Mar 2009
      Accountant

      Developing and Implementation of Alternative Business Channels Finance Process Flows for Product Development Support, Supplier Processing and GL-Bank Reconciliations

    • Dyer & Blair Investment Bank

      May 2009 - Oct 2011

      Executing quality service delivery processes & procedures and operational reporting for the Dyer & Blair Unit Trusts & Fund Management Running the day-to-day Investment & Corporate Accounting Procedures and Financial Reporting for the Dyer & Blair Fund Manager Activities

      • Operations Officer – Asset Management

        Jun 2010 - Oct 2011
      • Fund Accountant

        May 2009 - Jun 2010
    • Co-optrust Investment Services Limited

      Oct 2011 - Jul 2018

      I lead the Operations Team where I plan and coordinate the entire Operational workflow & processes of the firm including Market Transaction Processing, Business Operations and liaising with the Group’s Finance Division for long range planning, budgeting while overseeing firm-wide compliance with CMA, RBA & CBK regulatory requirements and internal policies. I also run the firm’s risk management unit where we monitor & report on key risk indicators, implement all risk management action plans to mitigate risks arising from market events, portfolio transactions, business operations and events throughout the investment cycle (PreTrade & PostTrade). This includes being senior data steward (and business lead & liaison with ICT/vendors) for CoopTrust Investment core and support systems and overseeing the firm’s data, data management processes, policies while ensuring data integrity for all data entities & elements. Show less Responsible for the end-to-end operational investment processing of pension schemes and private wealth management for both high net worth individuals and corporate clients.Full time member of the Company Investment Committee providing insights on Risk Management and Data Quality Assurance• Coordinated Investment transactions, settlements and income/expense processing.• Conducted ongoing monitoring and reporting to internal management and regulators on adherence to investment limits, performance analytics and risk management metrics.• Participate in valuation analysis and provide Technical Analysis opinion for Investment Decisions • Support all reporting processes to clients, regulators and management as well as other client service activities up to and including attending client meetings Show less

      • Operations & Risk Manager

        Apr 2016 - Jul 2018
      • Senior Operations Officer

        Oct 2011 - Apr 2016
    • Jubilee Life Insurance Company Ltd.

      Jul 2018 - Jun 2022
      Investments Client Service Manager

      I lead the client engagement interactions for the Jubilee Life Insurance corporate pensions team in all matters pertaining to investments, as well as working with the team to seek continuous improvements in service delivery via improved adoption of tech and process reworking.I also manage the timely delivery on all the regulatory compliance reporting obligations for the portfolios & companies invested in the Deposit Administration product

    • Equity Bank Limited

      Jun 2022 - now
      Senior Technical Product Manager, Save & Invest

      Leading the Technical Delivery of Product Vision & Strategy of digital experiences for Save & Invest products. I serve as the link between business and IT where I work closely with cross-functional teams to define product needs and success criteria, lead collaborative efforts for feature prioritization & customer experiences design, create product delivery roadmaps & drive delivery for innovative customer-driven solutions

  • Licenses & Certifications

    • International Dealing Certificate

      ACI – The Financial Markets Association
      Nov 2013
    • Bond Portfolio Management – Portfolio Building, Analysis & Optimizing

      Nairobi Stock Exchange – S.I.T.I.
      Nov 2010
    • Professional Scrum Product Owner I (PSPO I)

      Scrum.org
      Dec 2020
      View certificate certificate
    • International Certificate in Wealth & Investment Management

      The Chartered Institute for Securities & Investment (The CISI)
      Jun 2021
    • International Introduction to Securities & Investment Level 2

      The Chartered Institute for Securities & Investment (The CISI)
      Jul 2017
    • Professional Scrum Master I (PSM I)

      Scrum.org
      Dec 2020
      View certificate certificate