Joshua Udoh, PhD Economics(In View)

Experience

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  Cornerstone Asset Management Limited

  Jan 2009 - Jan 2011

  Portfolios/Wealth Management Officer

  • Developing the right asset allocation for each client consistent with their investment objective, investment horizon and risk tolerance.• Constructing and managing clients’ portfolio using individual stocks and money market instruments.• Performing regular trading responsibilities for each client’s Portfolio.• Reviewing client asset allocations quarterly, stock holdings and discussing with each client the performance of their portfolio.• Understanding the individual stock and money market research information provided by the research team so as to know each company included in clients’ portfolio.• Preparing quarterly investments report for clients’ presentation. • Working on a team with associates to process and manage all aspects of clients’ accounts.• Meeting with prospective new clients and our Sales Consultants to win new clients.• Management of institutional and private clients.• Resolving miscellaneous issues that may arise from clients’ various investments with us.• Working on a team to manage the portfolio of our company.• Updating and Reporting weekly on the assets and liabilities position of our company.• Writing Memos for approval on investments decisions.• Maintaining banking and other financial institutions relationships Show less

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  Cornerstone Insurance Plc

  Jan 2011 - May 2015

  Financial Analyst

  • Reconciling the asset purchased for us by our brokers with payment. • Ensuring that we are charged as agreed.• Confirming that sale proceeds are received.• Assessing risk/return tradeoffs in guidelines. • Assessing performance benchmarks and recommending changes when warranted. • Reviewing and recommending changes to the investment policies based on the market conditions. • Ensuring that correspondences are dispatched promptly and acknowledged copy filed in the right file• Appraising investment proposal • Managing relationships with financial service providers.• Managing the investment appraisal process for potential investment businesses including performing financial analysis and an appropriate level of due diligence. • Ensuring that fund investments and returns are accurately and fully recorded • Compiling and preparing spreadsheets, reports, and analyses; • Ensuring that all investments are safe through proper analysis; Show less

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  Cornertsone Insurance Plc

  May 2015 - Apr 2024

  Technical Operations Manager

  • Processing of Policy documents and endorsements on non-life lines of business for Cornerstone Insurance Plc., Western Region.• Managing relationships with brokers and clients for Cornerstone Insurance Plc., Western Region.• Preparation of quotes for nonlife line of business for Cornerstone Insurance Plc., Western Region. • Claims Processing- Inspection/adjustments on non-life lines of business for Western Region.• Generation of reports for Marketing Team, Finance, MPR and NAICOM for Western Region• Ensuring that data insertions into Premia 10 software are accurate in line with company’s guidelines and threshold set by Reinsurance on retentions are not exceeded.• Generating and sending of renewal notices to customers to enhance business retention Show less

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  Cornerstone Insurance Plc

  Apr 2024 - now

  Business Development Manager