Curriculum
Vitae
Name:
Joseph Karanja Wainaina
Contact Address: P.O Box-
Email:-Telephone:-
National ID No. :-
Date of Birth:
29th May 1981
CAREER OBJECTIVE
Experienced and accomplished investment analyst and manager with over ten years of experience
in the real estate sector looking to leverage extensive background in provision of transaction
advisory services by acquiring more knowledge and skills in other alternative assets through
practice at a mid/executive level entry position.
GENERAL WORK HISTORY
1. January 2011 - Present
Portfolio Manager
Bora Capital Ltd
Key objective: Offering transaction advisory services.
Description;
Highly involved in deal origination-acquisition of development projects and conducting investment
appraisals to determine their market and financial viability. My role encompasses the development of
financial models which are required to paint real world financial situations for property development
transactions. I determine optimal project finance capital structures for both debt and equity and guide in
the raising of the required capital from respective equity and debt capital markets for implementation. In
addition, my role involves the preparation of required internal and external reports to all stakeholders
including the board of directors, investment pitches for fundraising of capital to target
financiers/investors. My duties include monitoring of the project pipeline from implementation and
successful completion. Over the project life cycle I conduct budgeting of resources and forecasting of
future cash flows. I provide client advisory services especially to our joint venture partners and
investors. As the portfolio manager, integrity and honesty are my basic principles in fulfilling my
advisory role. Deliver accurate and complete information to our stakeholders at all costs after conducting
extensive research on the property market in particular and keenly monitor trends in the macroeconomic
environment. As the portfolio manager, I also handle compliance reporting and risk management roles
within the organizations as required by the Capital Markets Authority. This requires me to ensure set
guidelines concerning financial performance reports are maintained and submitted in time and also
update on firms pipeline of projects and their respective performance.
2. June 2009 - December 2010
Investment Officer
Bora Capital Ltd
Key objective; Investment Appraisal and Advisory
Description;
I was tasked with the role of performing financial and investment analysis on the organizations project
pipeline. At a junior level, it was my responsibility to conduct market research on the real estate sector
and align the firms project mandates with opportunities that will ensure adoption of only feasible
projects. This involved, preparation of financial models that will guide the screening of potential real
estate development projects the firm will focus on. Consequently, I was tasked in preparing reports for
management review and participated in preparation of information memorandum for investor and
project sponsor presentations. Further, I was tasked with the role of marketing the firm’s investment
scheme products to retail investors.
EDUCATION BACKGROUND
Professional Education: Certified Investment and Financial Analyst (CIFA) Level III
Kenya Accountants and Secretaries National Examinations Board
Academic Education: Bachelor of Commerce Degree (Finance option)
Catholic University of Eastern Africa, September 2002 ------October 2006
Upper Division, Second Class Honors (GPA 3.3)
SUCCESSFUL PROJECT ADVISORY MANDATES
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•
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Consulting financial adviser on Kerio Valley Development Authority office Tower in Eldoret,
Uasin Gishu County. (Complete)
Consulting financial adviser for Pearl Apartments in Mombasa for Central Bank of Kenya
Pension Scheme. Mombasa County.(Complete)
Consulting financial adviser on the expansion of Central Bank of Kenya Pension Towers,
Harambee Avenue Nairobi CBD, Nairobi County(Under development)
SKILLS AND ABILITIES
Transferable Skills:
•
•
•
Proficiency in financial and investment
analysis.
Sound financial modeling skills.
Excellent report writing.
•
•
•
Project planning and risk management.
Accounting and financial management.
Attention to detail adhering to
procedures and controls.
OTHER SKILLS
Soft skills
• Proficiency in Ms. Office suite, particularly
in Excel.
• Working knowledge of Argus investment
analysis software and QuickBooks.
• Fluency in English and Swahili.
Activities and interests
• Sports; Soccer, Cricket, Basket
Ball.
• Socializing,
• Freelance Writing.
REFEREES
Mr. Peter Oteba
Mr. Jared Momanyi
Mr. Bertrand Gwaya
Managing Director
Principal Architect
Quantity Surveyor
Africa Real Estate.
Arprim Consultants
Zimaki Consultants
Tel:-
Tel:-
Tel:-
