Experience

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  Upmarket property consultants

  Jan 2012 - Jan 2019

  • Valuation of all Real Estate Properties and asset verification of motor vehicles belonging to Zambia Electricity Supply Corporation (ZESCO). Led team covering the Southern regions (Southern, western and parts of North-Western province). This included identification, inspection, valuation and updating of inventory schedules.• Feasibility Study on the development of various commercial infrastructure projects for the Zambia Army. Provided key Real estate analysis (site, city and industry level), competitor analysis, rental survey, and key support in editing and compilation of study documents.• Asset valuation of Telecommunication Transmission Towers and related passive assets in Zambia previously owned by MTN Zambia. Led team covering Western and parts of Central Province.• Managed relationships with key clients such as Stanbic Bank, Standard Chartered Bank, Barclays Bank (ABSA) and ZANACO.• Management of day-to-day operations of the Valuation Department. Coordinated activities of the department i.e., assigning of tasks, ensuring timelines and targets were met and general administration.• Preparation of annual departmental reports and plans for management Board• Preparation price negotiations with prospective clients.• Formulating of departmental plans, goals, and strategies.• Inspection, reporting and valuation of commercial, industrial, agricultural & residential properties.• Administrating the company’s media pages and external communications. Show less • Valuation of Various Residential, Commercial, Industrial and Agricultural Properties in mortgage portfolio of Standard Chartered Bank Plc, Stanbic Bank, Zanaco and Barclays Bank (ABSA)• Developed a debt tracking system that significantly reduced debt. This included regular reconciliation across company offices and clients and follow-ups. Related correspondence and meetings with top debtors• Feasibility Study for Proposed Housing Developments in Nyimba And Chilanga Districts for Zambia National Building Society (ZNBS). Provided key Real estate analysis (site, city and industry level), competitor analysis, rental survey and design and costing discussions.• Asset valuation of Telecommunication Transmission Towers and related passive assets in Zambia previously owned by Airtel Zambia. Covered Lusaka, Central and Muchinga Provinces.• Conducted Rental market survey for apartments in Kabulonga for NAPSA Staff Pension Scheme. • Provided Advice to the investment committee of Barclays Bank Staff Pension Fund on factors/basis to consider in the sell/hold decision for Various Investment Properties in their portfolio.• Management of day-to-day operations of the Valuation Department. Coordinated activities of the department i.e., assigning of tasks, ensuring timelines and targets were met and general administration.• Preparation of annual departmental reports and plans for the management board• Price negotiations with prospective clients.• Formulating departmental plans, goals, and strategies.• Inspection, reporting and valuation of commercial, industrial, agricultural & residential properties.• Administrating the company’s media pages and external communications. Show less • Preparation of various quotations, tenders, registration of suppliers’ applications and requests for proposals (RFPs)• Designed and developed marketing templates and referencing system for estate agency. Administered all marketing platforms. • Valuation of Various Investment Properties in Lusaka. Inspection and Valuation of various commercial and residential properties within Lusaka to advise on Market Value, Insurance Value and Rental Value for Public Service Pension Fund (PSPF) Board• Valuation of all Real Estate Properties belonging to Zambia National Building Society (ZNBS)• Sales and letting various commercial and residential properties in Lusaka• Inspection and valuation of various commercial, industrial, agricultural & residential properties.• Preparing property market advice and commentaries for clients• Leasing and sales of property• Drafting of leasing and selling proposals Show less

  • Manager Valuations & Commercial agency

    Apr 2018 - Jan 2019

  • Team Leader –Valuation Department

    Apr 2015 - Apr 2018

  • Assistant Valuation Surveyor/Property Manager

    Jan 2012 - Apr 2015
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  Pangaea securities

  Jan 2019 - Feb 2022

  • Led team for Equity raise for a leading health provider in Zambia. Key tasks included deal structuring, financial analysis, valuation, forecasting and investor presentations• Participated in the due diligence, deal structuring, drafting of the prospectus, marketing, pricing discussions and Selection of Receiving agents and collecting bank and reconciliation of share register of the ZAFFICO IPO. The first IPO on the LuSE in over 5 years• Participated as a part of the local financial adviser team in the Merger of two local banks. Provided key banking sector information and assisted in various regulatory applications • Led team for the introduction of Real Estate Investment Trust (REIT) regulations in the market.• Led team for capital raise of a leading property developer for expansion of a top Retail Mall.• Led team raising long term debt through a DFI for a top Bank in Zambia.• Led and co-authored paid for equity research on the ZANACO equity performance for 2019. This also included investor roadshows with international and local institutional investors.• Evaluated investment opportunities across multiple industries including insurance, manufacturing, property, microfinance, banking, health, agriculture, fintech, real estate etc. • Led team in charge of sales of company-owned plots in a serviced complex. This included identification, surveying, management of the selling and conveyancing process. • Evaluation of various investment opportunities in financial services firms for potential debt and equity transactions.• Prepared quarterly equity research reports on the banking sector (Q3 2018- date). Reports included key performance highlights, ratios and projections and Banking sector information including analysing all 18 commercial banks.• Led team raising impact funding for a unique agricultural project in rural Zambia. Show less • Initiated a database for prudential results of all microfinance institutions, building societies and commercial banks that currently have key financial data (Income and balance sheet, financial ratios and industry ranking from 2018 to date)• Participated in team for the disposal of a 5-star hotel.• Prepared investment brief that included an analysis of Copper prices, growth forecast and industry drivers. • Designed and developed pitchbooks, management presentations and other deal-specific documents• Financial analysis and research on various listed companies Show less

  • Associate

    Mar 2019 - Feb 2022

  • Senior Analyst

    Jan 2019 - Feb 2019
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  Prudential pension management zambia limited

  Feb 2022 - Dec 2022

  Investment analyst- portfolio management

  • Managed investment portfolios for thirteen pension schemes with ZMW 1 billion in Assets under management• Prepared and presented investment reports and other performance presentations• Prepared investment proposals and equity research for various investment instruments• Engaged with various stakeholders including Trustees, regulators, investee companies etc.• Developed a tiering system for financial institutions to assist in credit analysis and risk management

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  Prudential pension management zambia limited

  Jan 2023 - now

  Investment manager- research