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Finance & Investments Professional Resume Sample


I am with well over 10 years’ experience within the financial services, Medical Insurance and currently Public
Sector Finance industries. I have completed my Master’s in Management (Finance and Investments) degree
as well as certificates in Financial Analysis and Portfolio Management, Management Advancement, Project
Management as well as my undergraduate Bachelor’s degree in Commerce.


  • Complex Lending
  • Corporate Finance
  • Financial Analysis
  • Risk Management
  • Credit Risk
  • Structured Finance
  • Financial Modelling
  • Project Finance
  • Sales
  • Relationship
  • Management
  • Financial Modelling


Senior Finance Manager
Metro Industrial Development, NY US Oct 2019 – Present

  • Build financial models and provide in-depth technical guidance into financial structuring
  • Analyze and engage with capital markets and other key stakeholders, in support of fundraising
  • Provide strategic input into the development and refinement of the GIDZ structured finance operating
    model, structures, systems, policies, and processes,
  • Undertake financially and risk analysis of feasibility studies, in conjunction with Project Development
  • Develop investment memoranda and investment motivations for the GIDZ, advise on bankability, and
    provide timely and accurate investment information to internal and external stakeholders
  • Provide expert advice in respect of, and manage and oversee financial closure processes for all projects
  • Deliver information and project management, oversight and knowledge sharing support across the full
    project cycle – monitoring project implementation
  • Ensure compliance with the PFMA and all Treasury Regulations including BBBEE, PPPFA.
  • Maintains relationships with various stakeholders in order to foster effective communication and ensure
    appropriate relationships are maintained.

Commercial Property Finance Specialist
JP Morgan Finance & Banking Apr 2013 – Sep 2017

  • Maintain relationships with key Investment Property account clients,
  • Manage commercial property finance portfolio for FNB Business region
  • Structure commercial property transactions for investment properties (i.e. Commercial Developments,
  • Residential Developments, Rental Stock, Retail as well as office),
  • Structure Term Finance Commercial Property Finance through company financial statement following a
    company cashflow based analysis,
  • Providing clients with technical input and advice of proposed financing structures and industry
  • Structure Term Finance Commercial Property Finance through company financial statement following a
    company cashflow based analysis,
  • Providing clients with technical input and advice of proposed financing structures and industry
  • Annual review and risk analysis of existing transactions as well as mitigation of risk by recommending
    risk-mitigating structures
  • Manage Regional Investment Property lending book in terms of book growth, ROE and perform annual
    transactional reviews,
  • Report writing, Deal Structuring and Credit Committee presentations,
    Financial Executive
  • American Bank Oct 2008 – May 2009
  • Relationship Management of R100 million turnover segment,
  • Manage and control daily account reports,
  • Maintain and build customer relationships by ensuring that all their needs are met by developing a
    good understanding of their businesses,
  • Assist with improving/ maintaining financial targets thereby contributing to the overall profit of
    Commercial Banking,
  • Offering all an all-round comprehensive banking suite product to the clients,
  • Preparation and completion of all applications for facilities, this includes new as well as those to be
  • Provision of vehicle fleet and transactional fleet products,
  • Relationship and Stakeholder Management.


Masters In Finance Management
NIT Business School Jan 2012 – Nov 2013
Corporate Finance and Investments

Certificate in Fundamentals of Project Management
University of Washington Feb 2010 – Nov 2010
Project Finance Methodologies

Bachelor of Commerce (Finance)
BITS Business School Jun 2002 – Feb 2008
Strategic Management (Major)


  • English
  • French
  • German
  • Dutch


Available on request

Finance & Investment Professional Resume Writing Tips:

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