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Motivated and detail-oriented finance enthusiast with strong skills in equity research, stock trading, crypto investments, asset management, and behavioral finance analysis. Known for being hardworking, innovative, and analytical, with a passion for learning and applying financial concepts in dynamic market environments.

Experienced investment professional with a proven track record of managing portfolios exceeding US$150 million in assets under management (AUM). Specializes in financial and economic analysis, investment appraisal, and portfolio management. Holds a Bachelor of Arts in Economics/Mathematics from the University of Zambia, as well as certifications as a Chartered Alternative Investment Analyst (CAIA) Charter Holder and a certified Financial Risk Manager (FRM). Currently pursuing an MSc in Economics and Finance and a MA in Economics (Health Economics). In the current role as a Portfolio Analyst at ZCCM-Investments Holdings, leverages expertise in deal structuring, asset pricing and valuation, and financial modeling across diverse sectors including Banking, Mining, and Energy. Proficient in valuation models such as DCF and LBO, enhancing decision-making. Recognized for strategic insights, managing comprehensive portfolios, and delivering impactful investment recommendations. A collaborative team player focused on achieving results and adapting to evolving market conditions. Key skills include financial analysis, risk assessment, and effective communication.

Driven by a genuine passion for self-improvement, I am determined to maximize every opportunity possible. With a strong desire to learn, adapt, and contribute, I aim to gain valuable experience, refine my skills, and make a meaningful impact in the industry.

My professional journey began in 2012 as an HR Operations Analyst and Recruitment Intern at Clark Atlanta University in Georgia, Atlanta. Balancing studies with summer work, I embraced the values of responsibility, effort, and dignity early on, understanding that success is earned through hard work and perseverance. This experience instilled in me the discipline and adaptability to thrive in dynamic environments, setting the foundation for a career marked by versatility and excellence.
Over the years, I have honed a diverse skill set across Marketing, Business Administration, Retail, Logistics, Management, Supply Chain, Procurement, Finance, and Banking Operations. As a multilingual professional fluent in English, Portuguese, and Spanish, I bring a global perspective to every role I undertake.
My expertise spans:

  Software & Technology: Proficiency in tools like Excel, SAP, Oracle NetSuite, JIRA, and VITA/TCE, combined with an analytical mindset to identify performance and integration challenges.
  Business & Strategy: Strong foundation in corporate finance, investment strategies, cost optimization, and designing business strategies using frameworks like SWOT analysis and Porter’s Five Forces.
  Communication & Leadership: Skilled in presentations, public speaking, project proposals, and cross-functional collaboration, ensuring seamless execution of complex projects.
  Logistics & Global Management: In-depth understanding of supply chain operations, procurement, and globalization strategies to identify competitive advantages and optimize resources.

As a detail-oriented and tech-savvy Functional Consultant, I specialize in delivering innovative solutions to complex challenges, ensuring regulatory compliance, and minimizing operational risks. With years of experience conducting meticulous software assessments and compatibility testing, I thrive in roles that demand analytical precision and strategic thinking.
Currently, I am seeking full-time opportunities in Marketing, Business Administration, Logistics, Supply Chain, Procurement, Finance, or Banking Operations, where I can leverage my skills to drive growth and innovation. My commitment to excellence and passion for problem-solving make me a valuable asset to any team.

Isa Taqi

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Bachelor of Science - Economics And Finance

High School Diploma -

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Bachelor of Science - Economics And Finance

High School Diploma -

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