Eddie Muwonge
@eddiemuwonge
Senior Investment Analyst at Bank of New York Melon who scrutinized USD 100M+ portfolios and delivered investment recommendations.
UgandaWhat I'm looking for
At Bank of New York Melon, I analyzed investments across asset categories and scrutinized portfolios valued at USD 100M+ against client expectations, risk thresholds, and return strategies.
I prepared investment summaries, forecasts, and recommendations for senior management, clients, and stakeholders. I also conducted due diligence on investment opportunities, fund managers, and financial instruments.
My work included performance measurement, attribution analysis, and portfolio reviews to assess returns, risks, and benchmark alignment. I collaborated with compliance, operations, and client advisory teams to meet governance and regulatory requirements.
Earlier, at Bank of America, I developed financial plans and investment strategies based on client goals, risk profiles, and regulatory requirements. I also assessed market and economic data to inform investment and resource allocation decisions.
Experience
Work history, roles, and key accomplishments
Executed comprehensive investment analyses across asset categories, overseeing high-value portfolios (USD 100M+) and facilitating performance measurement and attribution analysis. Collaborated with compliance and client advisory teams to ensure governance and regulatory compliance.
Directed extensive financial planning efforts, integrating budgeting, forecasting, and long-term financial strategy formulation. Supervised high-value client portfolios and enforced strict compliance with regulatory standards.
Education
Degrees, certifications, and relevant coursework
Texas Southern University
Master of Business Administration, Project Management
Master of Business Administration in Project Management from Texas Southern University, completed in 2001.
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Bachelor of Commerce, Finance & Banking
Bachelor of Commerce in Finance & Banking, completed in 1997.
Tech stack
Software and tools used professionally
Availability
Location
UgandaAuthorized to work in
Salary expectations
Job categories
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