Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Regis Mubayiwa

Dubai

Summary

Experienced CFA charter holder with a passion for alternative investments, specializing in portfolio management, financial analysis, and risk management. A proven track record in deal sourcing, market research, and driving successful investment strategies.

Experienced and enthusiastic Consultant with track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.

Effective advisor communicates well with people of all ages and backgrounds. Excellent eye for detail enabling quick identification of areas for improvement and suggesting strategies to help businesses reach goals. Focused on introducing efficient systems and processes.

utilizing quantitative analysis tools to investigate problems thoroughly before developing comprehensive solutions, tailored specifically to each individual business need. Excels at presenting complex information in easy-to-digest format, allowing clients to make informed decisions quickly.

[Job Title] utilizing quantitative analysis tools to investigate problems thoroughly before developing comprehensive solutions, tailored specifically to each individual business need. Excels at presenting complex information in easy-to-digest format, allowing clients to make informed decisions quickly.

Overview

15
15
years of professional experience
8
8
years of post-secondary education
1
1
Certification

Work History

Consultant

Stripe Energy Resources
Dubai
04.2024 - Current
  • Conducted thorough market research and analysis, providing valuable insights for client decision making.
  • Analyzed data sets to identify trends and opportunities for process improvements within client organizations.
  • Designed tailored training programs for employees at various levels within the organization, boosting overall skillsets.
  • Improved organizational efficiency, overhauling outdated operational procedures with innovative, tech-driven solutions.
  • Conducted risk assessments for business processes, recommending measures to mitigate potential impacts.
  • Supported creation of detailed, technical financial models to value potential acquisition targets.

Business Management Consultant

Freelance
Harare
01.2023 - 03.2024
  • Reviewed and analysed economic trends to provide clients with up-to-date insights into potential implications for their investments.
  • Developed strong relationships with clients to build trust, ensuring a high level of retention and referral business.
  • Negotiated favourable terms on behalf of clients when arranging loans or securing investments from third-party institutions.
  • Facilitated client understanding of complex financial concepts through clear, concise communication and tailored recommendations based on individual needs.
  • Streamlined internal processes to increase efficiency, resulting in better service delivery for clients.
  • Helped businesses identify opportunities for cost reduction through comprehensive analysis of operational expenses and budgetary considerations.
  • Mentored junior advisors to help develop their skills and expertise in personal finance management while fostering a culture of continuous learning within the team.
  • Created and maintained precise and accurate models, charts and reports.
  • Developed financial projections and forecasts to guide investment decisions.
  • All my suggestions resulted in net savings of expenses and/or increase in profitability for 100 percent of all fee paying clients.

Portfolio Manager

Pascal Capital
Johannesburg
09.2021 - 09.2022
  • Presented detailed reports on portfolio performance, highlighting the key drivers of growth and areas of improvement
  • Facilitated portfolio performance review and implemented new strategies
  • Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth
  • Negotiated favorable terms with external service providers to reduce costs while maintaining high quality services.
  • As Portfolio manager Assets under management grew by over 30 percent whilst achieving an IRR of above 40 percent
  • Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.

Analyst

Pascal Capital
Johannesburg
09.2019 - 09.2021
  • Performed audits of subsidiaries to protect shareholders and potential investors from fraudulent or unrepresentative financial claims.
  • Supported budgeting processes by providing accurate forecasts and timely variance analyses.
  • Developed new analytical models that improved forecasting accuracy and reduced risk exposure.
  • Created and managed project plans, timelines and budgets.
  • Supported creation of detailed, technical financial models to value potential acquisition targets.
  • Helped the firm increase assets under management by 100 percent during the 2 year period
  • Was promoted to Portfolio manager.
  • The promotion necessitated the hiring of 2 replacement analysts instead of one to perform duties fully.

Investment Analyst

Independent Alternative Investments
Johannesburg
06.2016 - 04.2019
  • Conducted detailed investment analysis, calculations and reports
  • Developed model templates.
  • Gathered data and built bespoke financial models around key metrics. .
  • Tracked prices, yields, news and other trends to correctly interpret impacts on investment programs.
  • Conducted due diligence on potential investments and presented findings to Portfolio Manager.
  • Constructed pitch decks for capital raising and supported the Chief Investment Officer and Portfolio managers as needed.
  • Monitored and updated financial models and information on over 20 stocks at any given time.

Customer Consultant

CBZ Bank
Harare
08.2012 - 03.2016
  • Went from Clerk to teller and then Customer consultant in 3 and half years. An average of a promotion every year.
  • Utilized CRM systems effectively to manage client information, enabling faster response times and personalized support experiences.
  • Actively sought opportunities to expand product knowledge within the team, ensuring that customers received accurate and up-to-date information.
  • Boosted sales by providing tailored product recommendations based on client needs and preferences.

Intern

ZB Bank
Harare
01.2010 - 12.2010
  • Worked in 10 departments leading to gaining of practical experience of how a bank operates.
  • 6 out of 10 of my direct supervisors gave me a distinction on overall performance.
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Participated in workshops and presentations related to projects to gain knowledge.
  • Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
  • Collected, arranged, and input information into database system.
  • Created and managed project plans, timelines and budgets.

Education

CFA Program - CFA Charterholder

CFA Institute
United States
05.2024 - 05.2024

Honours Degree - Banking and Finance

Midlands State University
Zimbabwe
01.2007 - 01.2011

ZGCE A Level - 3 A level passes

Prince Edward School
Zimbabwe
01.2005 - 01.2006

ZGCE O level - 9 O level passes including English and Mathematics

Gokomere High School
Zimbabwe
01.2001 - 01.2004

Skills

Leadership

Certification

Chartered Investment Analyst

Timeline

CFA Program - CFA Charterholder

CFA Institute
05.2024 - 05.2024

Consultant

Stripe Energy Resources
04.2024 - Current

Business Management Consultant

Freelance
01.2023 - 03.2024

Portfolio Manager

Pascal Capital
09.2021 - 09.2022

Analyst

Pascal Capital
09.2019 - 09.2021

Investment Analyst

Independent Alternative Investments
06.2016 - 04.2019

Customer Consultant

CBZ Bank
08.2012 - 03.2016

Intern

ZB Bank
01.2010 - 12.2010

Honours Degree - Banking and Finance

Midlands State University
01.2007 - 01.2011

ZGCE A Level - 3 A level passes

Prince Edward School
01.2005 - 01.2006

ZGCE O level - 9 O level passes including English and Mathematics

Gokomere High School
01.2001 - 01.2004
Regis Mubayiwa