Edward Muwonge
Kampala
Summary
Highly analytical and detail-oriented finance professional with extensive experience in investment analysis, financial planning, and risk management. Proven ability to manage large portfolios, develop strategic financial plans, and optimize budgeting processes. Adept at collaborating with cross-functional teams and stakeholders to drive efficient decision-making and maximize returns. Passionate about leveraging data-driven insights to enhance financial performance and ensure regulatory compliance. Seeking to apply my expertise in a dynamic and growth-focused environment.
Overview
22
22
years of professional experience
Work History
Senior Investment Analyst
Bank of New York Melon
01.2006 - 01.2024
- I worked as a Senior investment Analyst at Bank of New York Melon, managing a $100M client portfolio, overseeing investment policies, performance reporting, and leading a team of 25 while ensuring compliance and strategic asset allocation.
Senior Financial Planner
Bank of America
01.2002 - 01.2006
- At Bank of America, I managed financial planning by analyzing market trends, optimizing budgets, and developing strategic investment plans. I ensured efficient resource allocation, mitigated financial risks, and provided data-driven recommendations to maximize returns and support long-term financial growth for clients and stakeholders.
Education
Master of Business Administration - Project Management
Texas Southern University
01.2001
Bachelor of Commerce - Finance & Banking
University of Pune
01.1997
Skills
- Financial Planning & Analysis
- Risk Management
- Investment Strategy Development
- Regulatory Compliance
- Data-Driven Decision-Making
- Leadership & Team Management
- Client Relationship Management
Language
English
French
Timeline
Senior Investment Analyst
Bank of New York Melon
01.2006 - 01.2024
Senior Financial Planner
Bank of America
01.2002 - 01.2006
Master of Business Administration - Project Management
Texas Southern University
Bachelor of Commerce - Finance & Banking
University of Pune