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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.

Economist well-versed in conducting analyses and studies on effects of economic conditions on business products, assets and investments. Skilled in product development, financial and risk management, capital market projects and exercises with economic analysis. Successfully represents company in trade associations, professional groups and publicly to advance company vision. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.

Isa Taqi

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Bachelor of Science - Economics And Finance

High School Diploma -

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