Banking & finance graduate working in securities

Banking and Finance graduate of the University of Ghana, now a Graduate Trainee at Petra Securities in Accra. I broker fixed-income securities for individual and institutional clients, and build tools in Excel and Python that take manual work out of client operations.

Experience

Petra Securities Limited

Graduate Trainee, following National Service · Accra · Since Oct 2024

Brokers fixed-income securities for individual and institutional clients.
Automated customer statements with Python, cutting manual work and turnaround time.
Built an Excel CRM and an advisor dashboard that tracks client transactions by product and period.
Onboards clients, opens their CSD accounts and tracks investment maturities so renewals go smoothly.

Queenslane Co-operative Credit Union

Intern · Accra · 2023

Handled deposits, withdrawals, loan payments and new account openings for members.

Education & certifications

CISI Professional Pathway

Chartered Institute for Securities & Investment

Level 2 Award in Fundamentals of Financial Services
International Introduction to Investment Award

BSc Administration (Banking and Finance), University of Ghana

Second Class Upper · 2024

Skills

Excel (dashboards, CRM tools) · Python for data analysis and automation · Microsoft Office · HTML & CSS