Mathew Mue, CFA

Experience

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  Futures First

  Oct 2014 - Dec 2014

  Investment Analyst

  Key Responsibilities -Provided market analysis services in various futures and options products across all asset classes, including fixed income, commodities, equity, and energy products.-Analyzed financial data and created financial models that were instrumental in decision making-Recommended actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials-Produced financial reports evaluating completed projects, identifying current trends and evaluating variances. Show less

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  PineBridge Investments

  Jan 2015 - Dec 2016

  Investment Analyst/Dealer

  Key Responsibilities include:-Developed customized client reports for use in client presentations and proposed investment opportunities to the Portfolio Manager.-Created 100% custom fact sheets for new institutional clients and hypothetical portfolio models for new/prospective clients.-Conducted Equities and fixed income research analysis.-Sourced and advised for favourable investments in equities, fixed income, and offshore asset classes. I was specifically tasked with liaising with investment bankers for acquisition and execution. -Portfolio management. I oversaw cash and foreign exchange management which involved talking to various heads of the treasury in Kenyan banks for favourable investment deals Show less

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  Sanlam Investments East Africa

  Jan 2017 - Feb 2019

  Assistant Investment Manager

  Key Responsibilities include:-Recommended investment strategy and allocations based on anticipated duration, yield, and maturity of securities.-Modeled all existing and potential client portfolios and provide recommendations for allocation and investments.-Aided business development efforts, via offering short-medium term money market instruments, structured products and fixed income instruments in coordination with the Treasury department-Researched analysis aimed at seeking alpha both in debt and equity investments. -Portfolio construction for various segregated strategy funds. -Product structuring in credits and derivatives.-Coming up with strategies that provide for long-term investment out-performance. -Conducted report back to clients on performance and strategy. -Conducted project due diligence, identification, and evaluation of investment opportunities. Show less

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  Sanlam Investments East Africa

  Apr 2019 - now

  Mandated to devise and implement investment strategies and processes to meet client goals and constraints, construct and manage portfolios, and make decisions on what and when to buy and liquidate investments.Investment Strategy and Process-Developing an investment strategy based on the client’s goals and risk tolerance, has managed the existing portfolio through creating new investment portfolios that have ensured the execution of the strategy-I was a driving force behind the establishment of a credit investing strategy that has resulted in the firm achieving above-average returns in the asset class, averaging 15.6 per cent.Financial Analysis -Developed and implemented a unique way to construct diversified multi-manager portfolios using barbell strategy and both quantitative and qualitative inputs-Monitoring of existing investments and industry developments preparing analysis that has enhanced business growth and increased organization credibility.-Responsible for advising potential and existing of the various investment tools available in the market and the benefits associated with each plan. This has built trust and increased the clientele pool by 30%Monitoring of Risk and Risk Assessment -Developed and executed a due diligence procedure for private equity investments that drove and increased efficiency by reducing investment turnaround times.-I served on an investment committee for a private equity fund that specializes in energy projects, and one of the largest thermal power plants in Kenya was one of our investments.Credit Assessment Team Lead-Provide leadership on credit assessments for the East Africa portfolio at Sanlam Investments East Africa Ltd. This has been instrumental in assessing credit investments both on a risk basis as well as the viability of returns on behalf of Sanlam Group companies within East Africa. Show less

  • Country Representative

    May 2024 - now

  • Senior Portfolio Manager

    Nov 2023 - now

  • Portfolio Manager

    Apr 2019 - Dec 2023