Afees Babatunde, CFA

Experience

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  CrystaLife Assurance Plc (ARMLife)

  Feb 2009 - Dec 2012

  Investment Analyst

  • Analyzed market information and research investment opportunities; • Updated investment reports for investment committee and create risk management report on financial institutions to invest in.

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  Cordros Capital Limited

  Jan 2013 - Sept 2015

  Equity Trader

  • Led the team of four traders in trade execution and settlements. • Generated market information and executed block trades to High Networths Individuals (HNIs) and Institutional Investors, without violating market rules and regulation.• Managed the company’s proprietary portfolio and private investors, by formulating and designing investment policy statement (IPS) to meet specific investor’s objectives.

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  Converged Dynamics Capital Services Limited

  Oct 2015 - Feb 2018

  Fund Manager

  • I participated in the launching of the first Real Estate Investment Trusts (REITs) in Nigeria with a fund value of N7.20billion (USD20million).• Worked on the structuring of SME fund – first of its kind.• Minimized the firm’s staff cost by multi-tasking. I acted as the fund manager and the administrator since funds management license in Africa allows firms to act in both capacity.

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  Nigerian Stockbrokers Limited

  Mar 2018 - Sept 2018

  Head, Wealth Management

  • Nigerian Stockbroker Limited (NSL) is a member of the Nigerian Stock exchange (NSE). And as an authorized dealer, I traded on the company's managed Nominee funds and proprietary accounts. Within 6 months of active management and trading, I outperformed the benchmark index (NSE index) by 5%, (net-of-costs)• At NSL my professionalism came to bear in managing aggrieved clients during the bearish run in the Stock Market. • I incorporated investment ethics learnt in the CFA program to the stockbroking and investment operations of the firm.• I advised on, and designed Business Continuity Plan for the firm’s adoption. • My skills and contributions earned me recommendation for promotion and transfer to the Advisory company (NCAP) as manager Show less

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  NSL Capital Partners Limited

  Oct 2018 - Aug 2019

  Manager

  • NSL Capital Partners (NCAP) is a Financial Advisory and Investment Management firm. • Within six months of joining the stockbroking arm of the group, I was transferred to the group’s Advisory Company (NCAP) because of my achievements and capabilities. As the manager, I led the corporate finance team of four in the recapitalization of an Insurance Company via a Right Issue in the capital market. Also, I was on the verge of closing two deals on share acquisition of a mortgage institution; and capital raising for a telecommunication company. • I was multi-tasked due to my potentials and experiences which significantly reduce the staff cost within the firm by 22% (or $11,000/annum).• My leadership role was reflected in the training and mentoring of junior staff and entry levels in investment management related courses. Show less

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  McLeary's Steak & Seaford Restaurant

  Dec 2019 - Jan 2021

  General Assistant
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  BNY Mellon

  Feb 2021 - now

  Providing assistance and supports to colleagues in the successfully completion of the daily, weekly and monthly oversights and review tasks within the NAV Oversight team. Ensuring the investors’ investment positions are adequately reconciled, expense reasonably accrued and all entitlements are properly allotted without deviating from the legal documents.Liasing and collaborating with other Depository teams within and outside the Ireland location. Effective delivery of income review on the treatment of a wide range of investment instruments such as bonds, futures, CFDs, repo’s, various OTC’s as in variance swaps, currency options, equity options, swaptions, CDS’s etc.Sound understanding of the AIFM & UCITs Directive with respect to expectations of Depository in our Custody oversight functions. Prompt delivery of tasks within the time frame at every stage of the calendar year across a number of clients.Review of all daily/weekly & Monthly reporting including Fees & Expenses, Income, Distribution, Audit confirmation and Performance fees to be sent to both external parties and internal departments.Efficient collaboration with other teams both internally and externally to streamline processes and maintain best practice. Prompt response to all queries on NAVs and ad-hoc requests, resulting in regular contacts with Fund administrators, investment managers and clients either by phone or email. Show less

  • Lead Analyst

    Jan 2024 - now

  • Senior Analyst

    Feb 2021 - Dec 2023