Annamaria Edward, CFA®,MCSI

Experience

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  Personnel Resource

  May 2010 - Jun 2010

  Intern
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  361 DEGREES

  Sept 2011 - Dec 2012

  Project Coordinator

  Prepared and coordinated project meetings.Prepared and edited meeting minutes.Develop and maintain a detailed project schedule (timeline).Coordinate the efforts of marketing and project operations.Ensure project members adhere to the deadlines.Maintain project calendars.Preparation of manpower schedule & delegation of duties.Marketing & search for sponsorship for the project.

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  ESRF

  Nov 2011 - Mar 2012

  Intern

  As a research intern I worked under the capacity building department and was tasked with data collection and analysis through the use SPSS and Stata for different research being conducted in the firm. I also assisted in the preparation of policy dialogues.

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  361 Degrees Event, PR & Media Company

  Sept 2012 - Dec 2012

  Assistant Project Coordinator

  Assisted project coordinator in identifying project requirements and expectations for each event. Created and tracked the project timeline. Assisted in creating and tracing the project budget. Liaised with vendors, exhibitors, and stakeholders during the event planning process to ensure everything is in order. Wrote and maintained project minutes which were later translated to actionable tasks for project tracking. Assisted in booking of venues, entertainers, photographers, and schedule speakers. Assisted in marketing and searching of sponsorship for the projects. Show less

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  Unit Trust of Tanzania

  Oct 2012 - Apr 2014

  Investment Trainee

  In this role I managed and updated schemes’ research and investment databases. Prepared correspondents between the firm and third-party brokers and vendors. Reviewed financial statements of equity and debt issuers to determine viability of investments in the companies. Analysed market trends to determine investments that were suitable for the scheme portfolios. Recommended asset allocations that took advantage of changing market conditions which ultimately maximized scheme returns. Prepared quarterly reports that communicated portfolio performance to senior management and unitholders. Managed the administrative aspects of an investment portfolios including filing reports and applications with regulatory agencies. Show less

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  UTT - AMIS

  Apr 2014 - Jun 2019

  Investment Officer

  As an investment officer I was responsible overall portfolio management. I maintained investment databases that facilitated tracking of the investment portfolio. Initiated investments in equities and fixed income market and successfully recommended competitive trades that drove portfolio returns. I tracked and managed schemes investment portfolios to ensure they’re earning above markets returns and are compliant with respective policies. I generated reports that tracked sales and revenue which facilitated decision making by senior management. Continuously monitored the financial markets and provided investment solutions that enabled product development.Assisted and oversaw the launch of the wealth management scheme which expanded UTT AMIS client base and facilitated client retention. This product raised over TZS 5 billion in sales. Show less

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  UTT AMIS

  Jul 2019 - Feb 2020

  Senior Investment Officer

  I helped clients identify and align their goals with available resources and formulated customized investment solutions expected to meet their short term and long term. I was responsible for developing the investment policy statements and executing their portfolios in line with their investment plans. I provided periodic reports to clients that highlighted performance of the portfolios and their likelihood of meeting planned objectives.As a portfolio manager, I tracked and evaluated capital and securities markets to identify short term and long-term investment opportunities available for the private clients and mutual funds. I prepared and disseminated periodic reports on trends of financial markets to clients and sales team. These highlighted the performance of the accounts relative to the overall market.Facilitated seminars and training on financial markets to different audiences. These training served to educate the public on financial literacy particularly on basics of financial planning and investments and investment accounts available to meet their short term and long-term financial goals. Show less

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  Workers Compensation Fund (WCF)

  Feb 2020 - now

  Senior Investment Officer

  Evaluated performance of the Fund’s investment portfolio and created valuation reports that facilitated sound decision making.Tracked the corporate debt market where I conducted quarterly financial analysis for the banking sector and other private issuers and recommend to the management and board securities that are suitable for investment.Prepared periodic reports on trends of financial markets and appraised the Management on securities suitable to maintain long term sustainability of the Funds. Assisted in identifying long term projects suitable for investment. This entailed conducting counterpart due diligence with various government agencies and validating feasibility studies where I was responsible for conducting market analysis and assessing risks associated with proposed projects.Served as a Liaison for the Fund’s local and international Strategic partnerships. In this role, I successfully coordinated and moderated capacity building workshops on various social security matters.Coordinated the Fund’s annual customer satisfaction survey where the feedback obtained was used to improve Fund operations including development of awareness programs to sensitize the public about occupational insurance. Show less